1-3 year PQE Probate and Trust Fee-earner
Professional Experience required (ie years of PQE):
One - three years' PQE, either holding STEP membership already, in the process of acquiring the qualification or be keen to work towards this, although not essential to the role.
Personal Skills
Good team player, flexible, self-sufficient, good IT literacy, ability to deal with clients from a broad demographic from the more modest to the high net worth, an ability to work with older clients, adaptable and motivated and content to work in a busy, fast-moving environment. The fee-earner will be supervised and given support but must be happy to work on their own initiative and independently.
The Role
Workload will mostly involve Probate and administration of estates, from the basic (below IHT threshold) to the more valuable / taxable estates involving IHT400's and relevant schedules, claiming appropriate reliefs.
Ability to administer estates where the deceased has died intestate and a good understanding of the intestacy rules and procedures.
An understanding of trusts and basic principles of tax affecting trusts upon creation and during the lifetime of a trust, when their use would be appropriate within Wills and creation of a trust may be desirable during lifetime.
A basic understanding of the set up and administration of Life Interest trusts and Discretionary trusts following a death where such trusts are to be found in a deceased's Will, as well as an understanding of the mechanism for collapsing Discretionary trusts as part of the administration of an estate if not required.
Benefits
Our holiday entitlement starts at 25 days per annum and increases by one day per year to a maximum of 30 days. We also provide fully-paid time off over the Christmas break. Furthermore, we offer one day of paid leave for each employee to celebrate their birthday. Private Healthcare cover to all staff after a qualifying period and our auto-enrolment pension scheme includes an employer contribution. Free parking is provided at our office (PO20 2FT).
Our Mission, Vision and Values:
At our firm, established over 30 years ago and well known in and around the Chichester area, client care is of the utmost importance. Our mission is to place our clients at the heart of what we do by effective communication and understanding their objectives so that we can meet or exceed their expectations. We strive to provide excellent and efficient legal services while upholding the highest standard of client care and professional values. Our vision is to be reliable and trusted legal advisers, promote the firm as an inclusive/diverse employer with a great work ethic, be a sustainable and profitable firm and practice ethically and respectfully. Our values include being client-focused, maintaining expertise across various legal disciplines, striving for excellence, providing insightful advice, offering commercial solutions, being trustworthy and empathetic towards our clients.
If you are interested in this exciting opportunity, please apply now for immediate consideration. Alternatively, you can contact us for a confidential conversation. We look forward to hearing from you.
Alison Robinson, Practice Manager