Wills & Probate Solicitor / Legal Executive

The Role

An excellent opportunity has arisen for an experienced Wills & Probate Solicitor or Legal Executive to join an established and supportive Private Client team based in Skipton.

The successful candidate will manage their own caseload of private client matters, working closely with clients and colleagues to provide a high-quality, efficient and personable service.

The role will cover a broad range of Wills, Powers of Attorney, Probate and Estate Administration, with some involvement in more complex Court of Protection matters.

Key Responsibilities

• Manage your own caseload of private client matters from initial instruction through to completion.
• Take instructions from clients and provide clear, practical legal advice.
• Draft and advise on Wills and related estate planning matters.
• Prepare and deal with Lasting Powers of Attorney.
• Handle Probate and Estate Administration matters.
• Manage more complex Court of Protection matters.
• Deal with new client enquiries and assist with converting enquiries into instructions.
• Maintain regular and professional communication with clients and other relevant parties.
• Prepare legal documentation accurately and efficiently.
• Ensure files are managed in accordance with internal procedures, deadlines and regulatory requirements.
• Raise bills and assist with the recovery of monies due.
• Maintain and develop your legal knowledge and professional skills.
• Work collaboratively with colleagues while also being able to manage your own workload independently.

About You

• 3+ years' PQE or equivalent experience as a Legal Executive.
• Strong experience across Wills, Probate and Estate Administration.
• Experience dealing with Powers of Attorney.
• Experience of Court of Protection work would be advantageous.
• Excellent client care and communication skills.
• Strong attention to detail and a methodical approach to your work.
• The ability to explain complex legal matters clearly and in a client-friendly manner.
• Excellent written and verbal communication skills.
• Good IT skills and the ability to learn new systems quickly.
• Strong organisational and time-management skills.
• The ability to prioritise a busy caseload and meet deadlines.
• The confidence to work independently while also contributing positively to a wider team.
• The ability to work efficiently and accurately under pressure.

Should you have any questions or wish to apply please do not hesitate to contact Clear Legal and Financial.

Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days please assume your application has been unsuccessful