Overview
In this role you will manage a diverse private client caseload within a well-established Plymouth firm. You will support the Wills, Trusts & Probate team and focus on delivering exceptional client care. The position offers hybrid working and a collaborative culture in a city-centre setting. You will have opportunities to grow expertise in trust work and contribute to the team’s ongoing success.
Pay / Benefits
- 25 days holiday + public holidays + extended Christmas break
- Work-life balance – encouraged and supported
- Death in Service cover
- EAP
- flu vaccinations
- eye tests training & progression – investment in staff development
Responsibilities
- Manage wills, probate, estate administration, inheritance planning, lasting powers of attorney, and trusts
- Handle cases independently with minimal supervision
- Deliver exceptional client care and clear communication with clients
- Collaborate with team members to support the private client practice
- Contribute to the growth and reputation of the Wills, Trusts & Probate group
- Maintain accurate file management and regulatory compliance
Key requirements
- Proven ability to handle cases independently
- Strong communication skills
- Commitment to delivering exceptional client care
- Experience in private client matters (wills, probate, estate administration)
- client-focused
- strong communication
- team collaboration
- private client law (wills, probate, estate administration, trusts)
- inheritance planning
- lasting powers of attorney
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