Synergy Car Leasing LimitedHarrogate, 14 mi from Pudsey
Location: Harrogate, North Yorkshire, HG2 8RB (2 mins walk from Hornbeam Park train station)Job type: Full time, permanentSalary: £23,000 - £30,000 dependent on experience The Client Services Administrator supports our Client Services team in day...
York, 27 mi from Pudsey
meetings with Advisers to review their accounts. Joining as Client Services Manager offers an opportunity for professional growth, competitive compensation and a dynamic work environment. If you are passionate about delivering exceptional client service...
Root Fifty-TwoBurnley, 24 mi from Pudsey
and insight-based strategy. Our expertise spans Branding, Web Development, Graphic Design, Digital Marketing, and Copywriting. We seek a dynamic and motivated Client Service / Account Manager to join the team and play a key role in ensuring our clients receive...
Marks SattinLeeds
Marks Sattin are delighted to be Retained by a leading PE Backed Services Group to help appoint a new Group FC.Reporting into the Chief Finance Officer, this represents a great opportunity for a confident finance professional to join an exciting and fast moving, acquisitive business in a rapidly evo...
recruitment22Bury (Greater Manchester), 27 mi from Pudsey
Client Services Administrator. Bury. Up to £32,000. An Independent Financial Advisers in Bury are looking for a Client Services Administrator to help organise and support their Advisers. Responsibilities will include:
• Provide "Pre Sales...
TSA Surveying LtdLeeds, 5 mi from Pudsey
multi-disciplinary consultant who are looking to make a strategic hire into their Leeds Asset Management team. The company in question is a leading brand, with a strong track record of delivering a full bespoke solution to clients building services...
CRSLeeds, 5 mi from Pudsey
My client is a disruptive Payments company who have recently been listed in the top 50 fintech start-ups by Beauhurst and are on track to be the 4th largest payment provider in the UK. They are entering an exciting and rapid phase of growth so...
CRSLeeds, 5 mi from Pudsey
My client is a disruptive Payments company who have recently been listed in the top 50 fintech start-ups by Beauhurst and are on track to be the 4th largest payment provider in the UK. They are entering an exciting and rapid phase of growth so...
Get new jobs by email!
Get email updates for the latest Client Services jobs in Pudsey
It's free, and you can cancel email updates at any time
Private Client Fee Earner
Sacco Mann | Pudsey | Full-time | £30,000 - £45,000/year | careers4a.com |
Sacco Mann are recruiting for a private client fee earner to join a highly reputable firm in Pudsey. The role would suit a private client fee earner with upwards of 3 years' experience handling their own caseload of wills, trusts, probate and LPA matters.Sacco Mann are recruiting for a private client fee earner to join a highly reputable firm in Pudsey.
The role would suit a private client fee earner with upwards of 3 years’ experience handling their own caseload of wills, trusts, probate and LPA matters.
Responsibilities:
Client Consultations: Meet with private clients to discuss their legal needs, assess their requirements, and provide expert advice on various private client matters, including wills, trusts, estate planning, and probate.
Document Drafting: Prepare and draft legal documents, including wills, powers of attorney, trust deeds, and estate planning documents, ensuring accuracy and compliance with relevant laws and regulations.
Estate Administration: Oversee the administration of estates, including probate applications, asset valuations, inheritance tax calculations, and distribution of assets to beneficiaries.
Trust Management: Manage and administer trusts on behalf of clients, including setting up new trusts, managing trust assets, and ensuring compliance with trust terms and legal requirements.
Client Relationship Management: Establish and maintain strong relationships with clients, providing regular updates on the progress of their cases, addressing their concerns, and delivering exceptional client service.
Legal Research: Stay updated on changes in relevant laws and regulations, conducting legal research as needed to provide accurate and up-to-date advice to clients.
Collaboration: Collaborate with other legal professionals within the firm on complex cases and seek guidance from senior solicitors when necessary.
Requirements:
A fee earner with upwards of 3 years’ experience handling own caseload of wills, trusts, probate and LPA matters.
To apply for this role, please contact Chloe Smith in the Chartered Legal Executive and Paralegal Division on 0113 467 9783.
The role would suit a private client fee earner with upwards of 3 years’ experience handling their own caseload of wills, trusts, probate and LPA matters.
Responsibilities:
Client Consultations: Meet with private clients to discuss their legal needs, assess their requirements, and provide expert advice on various private client matters, including wills, trusts, estate planning, and probate.
Document Drafting: Prepare and draft legal documents, including wills, powers of attorney, trust deeds, and estate planning documents, ensuring accuracy and compliance with relevant laws and regulations.
Estate Administration: Oversee the administration of estates, including probate applications, asset valuations, inheritance tax calculations, and distribution of assets to beneficiaries.
Trust Management: Manage and administer trusts on behalf of clients, including setting up new trusts, managing trust assets, and ensuring compliance with trust terms and legal requirements.
Client Relationship Management: Establish and maintain strong relationships with clients, providing regular updates on the progress of their cases, addressing their concerns, and delivering exceptional client service.
Legal Research: Stay updated on changes in relevant laws and regulations, conducting legal research as needed to provide accurate and up-to-date advice to clients.
Collaboration: Collaborate with other legal professionals within the firm on complex cases and seek guidance from senior solicitors when necessary.
Requirements:
A fee earner with upwards of 3 years’ experience handling own caseload of wills, trusts, probate and LPA matters.
To apply for this role, please contact Chloe Smith in the Chartered Legal Executive and Paralegal Division on 0113 467 9783.
Best jobs you don't want to miss: