Overview
In this role you will handle a varied Wills & Probate caseload within a respected Southwest firm, supporting a multi-office wills & probate team. You’ll draft wills, trusts, probate documents and powers of attorney, while advising on estate planning and asset protection. You’ll build strong client relationships and contribute to the team’s growth, targets, and marketing efforts. The role offers a clear career path, supportive culture, and good work–life balance in Cirencester.
Pay / Benefits
- 25 days annual leave
- Holiday buy/sell scheme
- Gym membership contributions
- Flexible working options
- Exclusive rewards and recognition scheme
Responsibilities
- Manage a varied Wills & Probate caseload from start to finish
- Draft and review wills, trusts, probate documents and powers of attorney
- Advise on estate planning and asset protection strategies
- Build strong client relationships with clarity and care
- Contribute to departmental goals and financial targets
- Lead business development initiatives and marketing efforts
- Mentor junior team members and support their development
Key requirements
- Solid background in private client with experience in drafting wills and trusts
- Experience handling estate administration
- Delivering high levels of client service
- client relationship management
- driven and proactive
- mentoring and people development
- drafting wills and trusts
- estate administration/probate
- estate planning and asset protection
…
