Head of Wills & Probate

Job Title: Head of Wills & Probate

Location: Handforth

Salary: Very Competitive

Job type: Full time, Permanent

As a busi­ness, JBGass have remained loy­al to its roots with the involve­ment of fam­i­ly members and focus on the local com­mu­ni­ty. How­ev­er, the com­pa­ny has grown into a modern, award-win­ning com­pa­ny who are proud of their staff, and the ser­vice they offer, in equal measures.

About the role

The Head of Wills and Pro­bate will be respon­si­ble for the growth and future devel­op­ment of the depart­ment and will be con­fi­dent in deal­ing with all areas of pri­vate client work, including Wills, Pro­bate, plus Estate Plan­ning mat­ters includ­ing inher­i­tance tax plan­ning and trust creation.

Key Respon­si­bil­i­ties

• Han­dling a diverse case­load of Wills, Pro­bate, Last­ing Pow­er of Attor­neys, Trusts and Estate Management.
• Estab­lish­ing and main­tain­ing pro­fes­sion­al rela­tion­ships with clients ensur­ing reg­u­lar con­tact through­out the case and pro­vid­ing tai­lored advice.
• Ensure that the firm’s risk man­age­ment and inter­nal pro­ce­dures are adhered to.
• Lead busi­ness devel­op­ment for the depart­ment includ­ing firm-wide mar­ket­ing ini­tia­tives and net­work­ing events.
• Stay up to date on changes in leg­is­la­tion, case law and best practices.
• Men­tor and man­age oth­er solic­i­tors and junior mem­bers of the team, pro­vid­ing guid­ance, super­vi­sion and feed­back to sup­port their pro­fes­sion­al growth.
• You will be the senior report­ing offi­cer for the Law Society Wills and Inheritance (WIQS) scheme, and you will be respon­si­ble for ensur­ing that the WIQS Pro­to­col is adhered to across the department.

Ideal Candidate

• You will have excel­lent com­mu­ni­ca­tion, client care and organ­i­sa­tion­al skills.
• Pri­or lead­er­ship expe­ri­ence with the abil­i­ty to men­tor and super­vise Solic­i­tors and junior mem­bers of the team.
• You will be able to work inde­pen­dent­ly as well as have the abil­i­ty to work well with­in a team.
• You will be pro­fi­cient in the use of Microsoft Office and have expe­ri­ence work­ing with­in a case man­age­ment system.
• You will be able to per­form tasks accu­rate­ly, reli­ably, effi­cient­ly and in accor­dance with the firm’s procedures.
• You will be per­son­able and good at deal­ing with clients.
• STEP mem­ber­ship, or work­ing towards mem­ber­ship, is desired but not essential.

Benefits

• Very com­pet­i­tive salary.
• 24 days annu­al leave per annum plus Bank Hol­i­days) plus the entire Xmas period. An additional day annual leave of 1 day for every complete year worked at the firm up to a maximum of 3 years.
• A day off for your birthday.
• Ability to purchase up to 5 days annual leave per year subject to T&Cs.
• Entitlement to be entered into a bonus scheme linked to personal & firm performance Plus a linked billing target bonus. Com­pa­ny con­tri­bu­tion under the pen­sion scheme.
• Paid healthcare with AXA.
• Hybrid work­ing (work­ing two days a week at home).
• Free Park­ing

Please click APPLY NOW to send your CV.

Candidates with experience of: Commercial Lawyer, Probate Lawyer, Commercial Solicitor, Solicitor, Lawyer, Corporate Law, Probate Solicitor, Commercial Law, Private Solicitor, Estate Management, Inheritance tax planer may also be considered for this role.