Wills, Trusts & Probate Lawyer

Wills, Trusts & Probate Lawyer


We have some exciting news to announce! Due to a rapid period of exponential growth, we are now able to add to our fantastic legal team!

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

For over 30 years PM Law has provided a national, first-class legal service for individuals and businesses, specialising in an array of litigation including Personal Injury, Medical Negligence, Consumer, Property and Contract Disputes, together with Employment, Landlord & Tenant, Wills, Trusts & Probate and Conveyancing.

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, Trusts and Probate Lawyer, 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 and Trust administration.


Role Responsibilities

  • Providing an ongoing exceptional service to existing clients
  • Developing and enhancing the Wills, Trusts, and Probate offering within the department
  • Managing your own broad caseload of wills, probate and trust matters
  • Consistently achieving KPIs and individual objectives and targets whilst understanding the commercial needs of the business
  • Producing fee income in line with targets and agreed objectives
  • Keeping informed of all changes in the Law and Practice in your own area of work
  • Maintaining and enhancing up to date legal skills
  • Financial control with particular regard to cash flow control through collection of monies on account and billing procedures
  • Performing 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

  • At least 3 years Wills, Trusts and Probate experience, however all levels of experience will be considered
  • 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

  • Monday to Friday – Office Hours – 9.00am – 5.30pm with 1 hour’s lunch break
  • Generous Annual Leave entitlement – 25 days per year + Bank Holidays
  • Additional Annual Leave entitlement for long service
  • Industry leading training
  • Opportunities for you to progress and develop further in line with our expansion strategy
  • Healthcare cash plan
  • Pension Scheme
  • Lucrative ‘Refer a friend scheme’
  • Free Costco Card
  • Employee Assistance Programme
  • Death in service benefit
  • Annual Summer and Christmas Parties
  • Award Events

If you have the experience that we require, please apply today.

If this role isn’t for you, check out all of our current vacancies online today through our Group website.

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 do not see a role that complements your experience, you can always submit a speculative CV!

The PM Law Group are an equal opportunities employer.

Apply for this role

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