Head of Wills, Trust and Probate

Closing Date: 30.10.2020

We are a multi-accredited firm based in Newcastle upon Tyne recognised for its innovative approach to legal services and client service excellence. We have an exciting role to develop a new Wills, Trust and Probate Department as Head of Wills, Trust and Probate.

This is an excellent opportunity for a candidate with proven prior experience, ability and drive to help build and shape a new department within a well-established and nationally recognised firm

Job Specification

Key Responsibilities

To develop a new Wills, Trusts and Probate department, offering a full range of private client services to privately funded clients nationally.

Formulate and deliver a new business acquisition plan.

In conjunction with our in-house IT and Compliance teams, design and develop Lexcel and ISO27001 compliant client service processes and standards.

Recruitment, training and supervision of members of the new team.

Key Requirements

You will be a first-rate solicitor or Chartered Legal Executive, and a Law Society Wills and Inheritance Quality Scheme Accreditation member (4 years PQE+) with a solid background in Wills, Trusts, Probate, LPA's, elderly client, deputyship and medium to high value estates matters with a proven track record of running their own caseload, working to a fee income target, service level targets and delivering a high level of client care.

Have experience in new business development and or responsible for growth in an established firm or department.

Have experience in creating, with IT Support, and developing precedent documents and case management software pages (previous Proclaim experience would be advantageous).

An existing client base or following would be advantageous.

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