Private Client Assessor/auditor - Newcastle upon Tyne, United Kingdom - CRA Consulting

CRA Consulting
CRA Consulting
Verified Company
Newcastle upon Tyne, United Kingdom

4 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description

Private Client Assessor/Auditor:


  • Location
  • Newcastle upon Tyne
  • Discipline:


  • Legal

  • Job type:
  • Permanent
  • Salary:


  • ££ £35000 per annum

  • Contact name:


  • Ross Roberts

  • Job ref:
  • BBBH15350_ Published:


  • about 6 hours ago

  • Startdate:
  • JulyPrivate Client Assessor/Auditor

Location:
Remote

  • Limited office attendance to either Bristol or Sheffield

Salary:
£30,000 - £35,000


Contract:
Permanent

CRA Legal are working in partnership with a reputable national business with offices throughout the country. Our client is a long term established organisation with a great approach to their employees and customer base.

This is a fantastic opportunity for an experienced wills and trust manager to join an exciting and forward thinking business known for their ethical approach, innovative use of technology and commitment to members, customers and colleagues.

Our client is a leading provider of probate, estate planning and private client services, with a portfolio of commercial partnerships with blue chip clients in the financial advisory, insurance and banking sectors.

Roles & Responsibilities

Be a key member of the Estate Planning team working alongside experience solicitors and colleagues supporting the active progression of file
Focus on quality assurance, as such no fee earning or chargeable hour targets are set

Review the preparation of wills, trusts and Lasting Powers of Attorney, ensuring all documentation is legally accurate and in keeping with the clients instructions, feeding back on those necessary changes that may be required.

Liaise closely with all will writers throughout the case, providing feedback and technical support where required
Provide quality assurance to make sure all compliance and regulatory standards and processes are consistently met.

Required Attributes
Qualified solicitor/ CILEX or STEP qualified or equivalent experience
A strong background in a private client environment
Strong legal and wills writing experience
Experience with tax planning
High level of attention to detail
Excellent time management skills
Excellent communication skills both verbally and written

Why this role?
Joining a commercial organisation with a purpose beyond profit
Coaching, training and support to enable personal development
Free gym and spa facilities access
Pension up to 10% employer contributions
Annual incentive scheme
28 days holiday (rising to 32 in line with service)
Additional discounts
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