Overview
In this role you will join a well-established private client team in Plymouth to manage wills, probate, and trust-focused work. You will handle a diverse caseload and deliver exceptional client care while contributing to a collaborative, supportive culture. The position offers hybrid working and a strong reputation in the market, presenting opportunities to shape client outcomes in wills, trusts, and estate planning.
Pay / Benefits
- 25 days holiday + public holidays + extended Christmas break
- work-life balance support
- Death in Service cover
- Employee Assistance Programme (EAP)
- flu vaccinations
- eye sight tests/study support
Responsibilities
- Manage a diverse caseload across wills, probate, estate administration, inheritance planning, lasting powers of attorney, and trusts
- Work independently with minimal supervision while maintaining high service levels
- Provide clear, proactive communication to clients and colleagues
- Contribute to a supportive, collaborative team environment
- Support and participate in client care initiatives and firm standards
Key requirements
- Proven ability to handle cases independently with minimal supervision
- Strong communication skills
- Commitment to delivering exceptional client care
- Interest in trust work is a bonus but not essential
- client-focused
- strong communicator
- team player
- wills
- probate
- estate administration
…
