Wills, Trusts & Probate Lawyer

Wills, Trusts & Probate Lawyer

Horsforth

 Are you looking to join an employer that is forward thinking, innovative and that can offer you endless opportunities for you to progress and develop?

 

Wilsons Solicitors forms part of the PM Law Group and is a specialist and dedicated business offering Conveyancing, Wills, Trusts and Probate, Employment Law and Dispute Resolution Services.

 

The PM Law Group operate on a national basis offering an array of legal services. Our roots were established over 30 years ago. This means that we have decades of experience in our respective fields.

 

Join our prestigious law firm where excellence meets opportunity. We pride ourselves on delivering unparalleled legal services with a focus on integrity, innovation, and client satisfaction. With a team of seasoned professionals and a commitment to fostering a supportive and inclusive workplace culture, we strive to empower our employees to reach their full potential.

 

Being at the forefront of cutting-edge technology, we are a modern business who can help individuals across England and Wales to move house. Our technological expertise means we can deal with clients locally or at a distance whilst still providing that ever-important human touch.

 

Across the business, we foster a culture of inclusivity and champion personal development so that each employee has opportunities to shine and flourish, and we want you to be a part of it.

 

As our newly appointed Wills and Probate Fee Earner you will be a confident, proactive, structured individual who will be experienced in a broad range of Wills, Trusts and General Probate matters including, but not limited to:- Preparation of Wills, including those utilising trusts to assist with more complex family situations; IHT/CGT Planning; Preparation of Powers of Attorney to include registration of EPAs and LPAs; Court of Protection practice; Administration of taxable and non-taxable estates; Trust administration.

hr audit resume applicant paper and interview with using pen and computer laptop for selection human resource to company.

Role Responsibilities

Role responsibilities:

 

  • To provide an ongoing exceptional service to existing clients;
  • To work with the Directors to develop new business;
  • Develop and enhance the Wills, Trusts, and Probate offering within the department;
  • Manage your own broad caseload of wills, probate and trust matters;
  • Consistently achieve KPIs and individual objectives and targets whilst understanding the commercial needs of the business;
  • To produce fee income in line with targets and agreed objectives;
  • To keep informed of all changes in the Law and Practice in your own area of work;
  • To maintain and enhance up to date legal skills;
  • Financial control with particular regard to cash flow control through collection of monies on account and billing procedures;
  • Perform fee earning work accurately, reliably and in accordance with the firms quality and risk procedures;
  • You may be required to perform any other duties and to work in any other areas as requested by the Company if necessary, which may include other offices and those of clients.

What we need from you

What do we need from you?

 

  • At least 3 years Wills, Trusts and Probate experience;
  • Experience in all mainstream private client matters to include wills, power of attorney, tax planning, Court of protection practice, special needs trusts, and estate administration;
  • Clear understanding of Money Laundering Regulations and Solicitors Accounts Rules;
  • Ability to identify and deal with clients who may have issues with mental capacity;
  • Ability to create and nurture relationships with key clients at all levels;
  • Desire and ability to provide a high quality service;
  • Excellent written and numeracy skills;
  • Excellent time management and organisational skills, and meeting deadlines;
  • An incredible eye for detail with an ability to think outside the box;
  • Proficiency in case management and management tools such as MS Word and Excel;
  • Expert communicator and collaborator, with exceptional client care skills;
  • High levels of integrity and empathy;
  • Thrives in fast-paced environments and demonstrates a bias for action with an ability to multi-task and pivot while working on varying deadlines & scopes;
  • Enthusiasm for personal and team marketing opportunities;

What we offer you

Our offices have been designed to be a high quality and pleasant working environment. In addition to a competitive salary and benefits package we offer:

 

  • Monday to Friday – Office Hours – 9.00am – 5.00pm with 1 hour’s lunch break.
  • Industry leading training.
  • Competitive starting salary DOE.
  • Access to on demand CPD.
  • Additional Annual Leave entitlement for long service.
  • Opportunities for you to progress and develop further in line with our expansion strategy.
  • Pension Scheme.
  • Lucrative ‘Refer a friend scheme’.
  • Free Costco Card.
  • Employee Assistance Programme.
  • Death in service benefit.
  • Annual Summer and Christmas Parties.
  • Award Events.

 

At the PM Law Group, we offer more than just a job – we offer a rewarding career where you can make a meaningful impact and grow both personally and professionally. As a member of our team, you will have the opportunity to work alongside talented professionals in a dynamic and

collaborative environment. We believe in investing in our employees and supporting their career development through training, mentorship, and advancement opportunities. Join us and be part of a firm that values diversity, equality, and inclusion, and is committed to making a difference in the lives of our clients and our community.

 

If this role isn’t for you, check out all of our current vacancies online today through our group website: Careers – PM Law Group (thepmlawgroup.co.uk)

 

We’re always looking for new people to join the Group who represent our values and want to take advantage of our experienced and award-winning training programs. If you don’t see a role that complements your experience, you can always submit a speculative CV!

 

The PM Law Group are an equal opportunities employer.

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