Private Client (Wills, Trusts & Probate) Lawyer – Head of Department

The purpose of this role is to manage and lead the Private Client department, coordinating the team’s activities and the achievement of its business objectives. The ideal candidate will need to provide advice to clients regarding Wills, Lasting Powers of Attorney, Trusts, Probate and capacity issues including deputyship.

Specialities: Court of Protection, Deputyships.  Lasting Powers of Attorney, Trusts and Wills.

Main Responsibilities

·        To review department policy and client strategy

·        To inspire and motivate team members

·        Review workload and progress of the department

·        Attend and conduct team meetings

·        Attend HOD meetings

·        Deliver fee targets and ensure team members do so

·        Responsibility for unpaid costs, unbilled disbursements and review WIP

·        Initial consultations

·        Preparation of Wills, advice on Trusts, capacity, Inheritance Tax

·        Advising on Lasting Powers of Attorney, dealing with applications and registrations

·        Advising with respect to Trusts and preparation of appropriate Trust Documents

·        Advising and liaising with clients on contentious probate matters and deputyships

·        Ongoing case management

·        Management and development of departmental precedents

·        Ongoing Will bank management

·        Client relationship management

·        Mediation and Negotiation on contested matters

·        Networking and business development for contentious workflows

·        Reviewing and managing WIP and client financing in relation to ongoing matters

·        To achieve fees to meet monthly and year-end targets

·        Attend team meetings and courses where appropriate

·        Keep files well organised and property updated in accordance with the firm’s policies

·        To use DPS for all emails, letters, reports and correspondence and ensure other team

members use it correctly

·        Utilise PC skills as necessary to carry out the job tasks

·        Record phone calls, enquiries and requests, and handling them when appropriate. Actioning

to ensure a response to calls, where necessary

·        Compliance with Company standards and procedures

Person Specification

The role will require a legal professional who has a proven record of accomplishment in organising their own personal workload as well as motivating and leading others.

The ability to determine priorities and consistently meet deadlines. The successful candidate is likely to be 4 years+ PQE (or equivalent) and have experience of using multiple systems, collating and analysing data as well as exemplary administration skills.

·        Strong negotiation skills

·        Pro-active with good interpersonal skills and an ability to communicate effectively, both orally

and in writing

·        Inspiring and motivational to others

·        High level of attention to detail and an enquiring mind

·        The ability to manage time effectively, prioritising tasks to ensure that deadlines are met

·        The ability to understand clear and concise instructions

·        A keen team member, with the ability to accept responsibility and work on their own initiative

·        Excellent client relationship skills

Personal Characteristics

The following characteristics are essential: –

·        Friendly and communicative

·        Experienced ins working in a business team environment

·        Confidential and discreet

·        Ability to maintain absolute discretion when dealing with confidential data

·        Able to work in a structured and timely fashion with the ability to prioritise work and meet tight deadlines

·        Accurate written communication skills with good attention to detail and able to evaluate and scrutinise third party input

·        Excellent oral communication, interpersonal skills and telephone manner, able to motivate and enthuse others in their tasks

·        Excellent IT and systems skills and a highly proficient and experienced user of all Microsoft Office programmes, with excellent numeracy and spreadsheet skills

·        Experience of collating and analysing data

·        Willingness to train in the use of various Tayntons Systems

To contact us please call 0800 158 4147, 03330 145451, email or use our