Overview
In this role you will manage a diverse private client caseload within a well-established Plymouth firm, focusing on wills, probate, estate administration, and trusts. You will work as part of the Wills, Trusts & Probate team to deliver high-quality client service in a collaborative environment. The role offers hybrid working and a central Plymouth base, presenting opportunities to shape meaningful trusts work and inheritance strategies. You will be supported by a reputable firm with a strong market presence and a commitment to exceptional client care for a broad client base.
Pay / Benefits
- competitive salary
- hybrid working
Responsibilities
- Manage wills, probate, estate administration, inheritance planning, LPA, and trusts caseloads
- Contribute to the Wills, Trusts & Probate team and collaborate with colleagues
- Deliver high-quality client care and communicate effectively with clients
- Handle cases with minimal supervision
- Support the firm’s growth and reputation in the Plymouth market
Key requirements
- 3+ PQE with strong Private Client experience
- Proven ability to handle cases independently with minimal supervision
- Strong communication skills
- Commitment to delivering exceptional client care
- strong communication
- client-focused
- collaborative teamwork
- private client experience
- will drafting
- probate and estate administration
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