Private Client Fee Earner Bexley

An opportunity has arisen for an experienced Private Client Fee Earner to join our Bexley office.

• Independently managing own caseload
• Taking initial instructions from clients
• Preparing and advising on Wills of various complexity, Lasting Powers of Attorney and other estate planning documentation and ensuring that all documents are legally accurate and professionally written
• Responsible for providing high quality, timely, professional advice
• Correspondence with executors, trustees, beneficiaries, and other professionals
• Attending clients in their own environment as required
• Ensuring that all enquiries involving complex trusts, IHT advice etc, are referred to the Head of Private Client
• Maintain accurate and organised client files and documentation on the Company’s case management system
• Promoting a compassionate and sensitive disposition and client experience when dealing with the elderly or incapacitated

• Experience working within a busy Private Client department and must have experience of drafting wills and LPAs and advising clients in relation to estate planning matters
• Professional pro‑active approach, strong client care skills and a sensitive and sympathetic understanding of clients’ needs
• Confident IT skills and working knowledge of case management systems
• High attention to detail
• Must have own transport

Location:

Bexley, Greater London

Hours:

Monday to Friday, 9.00am - 5.30pm

Please note
:
Candidates must have the right to work in the UK. Only applicants shortlisted for interview will be contacted.