Overview
In this role you will handle a varied private client caseload focused on probate, estate and trust matters within a supportive Plymouth team. You will work with clients to provide clear, practical guidance while managing files independently and building strong relationships. The position offers flexible, part-time hours with potential to go full-time and hybrid working. You’ll contribute to a collaborative culture and long-term client care, shaping outcomes for families and estates.
Pay / Benefits
- competitive salary
- flexible working arrangements
- supportive and collaborative team culture
- long term progression
Responsibilities
- probate and estate administration
- trust administration and related advisory work
- providing clear, sensitive, and practical advice to clients
- managing files efficiently and independently
- building strong client relationships and maintaining high service standards
Key requirements
- 3-5 years’ PQE in probate and trust work
- strong technical knowledge and confidence managing files independently
- excellent communication and client care skills
- good organisational abilities and attention to detail
- professional, friendly, and collaborative approach
- interest in developing long term client relationships
- client care
- communication
- collaborative approach
- probate
- estate administration
- trust administration
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