The Role

Due to the growth of our Private Client team, an opportunity has arisen for a private client executive to join our fantastic team to help grown the practice in the Tunbridge Wells & Hailsham areas.

Key Tasks

• 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

About You

• 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 proactive 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

About the Company

Burtons Solicitors has been a part of the local community for over 40 years and understands the value of a personal, friendly and professional service.  We offer a fresh approach and work hard to maintain loyalty and trust.

As a local firm, we are able to get to know our clients and tailor our expertise to meet their requirements. Our excellent staff are approachable and ensure we are always available for our clients, looking after matters promptly and efficiently.

Terms

Location: Pembury, Kent / Hailsham, East Sussex
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.