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Private Client Solicitor

Location

Rustington

Description

Private Client Solicitor

Due to Growth a new position has arisen within GWCA at our Rustington office for a qualified Probate/Private Client Solicitor.

GWCA Solicitors provide legal services for individuals and businesses, with offices in Arundel, Broadwater, Goring, Hove, Lancing Rustington, Steyning and Worthing. We take pride in always offering a professional service.

Roles and Responsibilities

Managing a varied caseload of Wills, Lasting Powers of Attorney, Tax/Care fee planning, Probate and all associated matters through to conclusion, including both grant only and estate administration with a mix of complex and straight forward cases. Working autonomously to proactively take on areas of file handling with minimum supervision. Always providing excellent client care.

A Law Degree / Solicitor / CILEX / TEP or equivalent vocational experience in legal services with at least 4 years’ experience managing estate administration cases.

Knowledge of private client work and a willingness to proactively develop technical expertise and keep up to date with legal developments.

  • Strong communication skills.
  • Administering complex, taxable estates in accordance with the relevant laws and in a timely manner
  • Communicating and maintaining a relationship with clients and associates via letter, email and telephone
  • Collecting relevant financial information for our solicitor to submit the probate application.
  • Liaising with solicitors in relation to the probate application and HM Revenue & Customs queries on taxable estates
  • Collection or transfer of assets to the beneficiaries.
  • Handling the transfer or sale of the deceased property, to include liaising with estate agents, solicitors, and executors.
  • Completing and submitting relevant income tax returns
  • Reconciling Executor accounts
  • Drafting and completing estate accounts, reconciled to the Executor account.
  • Obtaining Executor approval of estate accounts
  • Completing adequate searches in order to settle the estate upon completion of the administration
  • Ensuring deadlines are being met on own files and files within team.
  • Ensuring policies and procedures are being followed.

Benefits

25 Days Annual Leave, Birthday Day off, Eyecare scheme, Christmas shutdown, Long Service Awards.

Please email our HR team with a covering letter and your CV to hr@gwca.co.uk