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Estate Planning Manager
Location:
Coatham Mundeville
Description:
My client is looking for a Estate Planning Manager you will help deliver Private Client services and promote quality and performance within the Estate Planning.My client is looking for a Estate Planning Manager you will help deliver Private Client services and promote quality and performance within the Estate Planning team by making sure that Wills, Trusts, and Lasting Power of Attorney documents are legally and technically accurate and compliant. Main responsibilities: - Running a caseload and answering queries - To conduct complex estate planning matters on behalf of clients - Review the preparation of wills, trusts, and Lasting Powers of Attorney LPA; making sure all documentation is legally and technically accurate and in keeping with clients instructions - Provide quality assurance to make sure all compliance and regulatory standards and processes are met within the estate planning team. - To maintain good professional working relationships with external institutions and organisations - To ensure the estate planning team achieves agreed financial targets, both in respect of fee income, recording of chargeable hours and credit and disbursement control Candidate requirements: - qualified as a solicitor / CILEX / STEP or with equivalent experience - strong technical knowledge in estate planning with solid legal and wills writing experience - strong team-working skills and an ability to build positive relationships with a range of colleagues - strong written and verbal communications skills How to apply For more information about this role and to apply, please contact Rhian Thompson at Clayton Legal or forward an up-to-date copy of your CV to Clayton Legal recruits for law firms and In House departments across the UK. Based in the Northwest, our pedigree and service levels give those looking to move in the legal market and law firms looking to recruit a refreshingly different recruitment experience. You will collaborate with experienced. Visit ListedBuy for more information.
Company:
Clayton Legal
Posted:
January 14 on ListedBuy
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More About this Listing: Estate Planning Manager
Estate Planning Manager is a Executive Manager Job at Clayton Legal located in United States. Find other listings like Estate Planning Manager by searching Oodle for Executive Manager Jobs.
Estate Planning Manager is a Executive Manager Job at Clayton Legal located in United States. Find other listings like Estate Planning Manager by searching Oodle for Executive Manager Jobs.