The Role

We are looking for an experienced Wills & Probate fee-earner (2+ years PQE) to join our client’s team. This role primarily involves:

-Probate and Estate Administration: Managing a variety of cases, from basic estates (below the inheritance tax threshold) to more complex taxable estates requiring IHT400 forms and relevant schedules.

-Assisting clients with estate and tax planning (using Wills, trusts and lifetime giving), Living Wills, Statutory Wills, preparing Powers of Attorney and undertaking Court of Protection work, dealing with the finances and (if appropriate) making an application for relevant benefits, administration of trusts, information on home care, preserving assets in the event of long-term residential or nursing care, care home contracts.

All of their team in Private Client have completed Dementia Friends training and are members of The Association of Lifetime Lawyers.

About You

The ideal candidate will:

-Have 2+ years of PQE in Wills & Probate

-Be a team player who is flexible, self-sufficient, and adept at managing a diverse client base, including older clients and high-net-worth individuals

-Possess strong IT skills, a proactive attitude, and the ability to thrive in a fast-paced environment

What They Offer

Generous Holiday Allowance: Starting at 25 days per annum, increasing by one day per year (up to 30 days), plus fully-paid leave over the Christmas break and an extra day off to celebrate your birthday.

• Private Healthcare: Available to all staff after a qualifying period.
• Pension Scheme: Employer contributions through auto-enrollment.
• Free On Site Parking
• £35,000 – £40,000 salary

SDP Recruitment Ltd TA Rustington Recruitment is an employment agency

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