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Wills & LPA Writer - Private Client (Bristol)

  • Location:

    Bristol

  • Sector:

    Legal

  • Job type:

    Permanent

  • Salary:

    Negotiable

  • Contact:

    Daniel

  • Contact email:

    bristol@brookstreet.co.uk

  • Job ref:

    BRS/11788_1656084503

  • Published:

    almost 2 years ago

  • Expiry date:

    5/08/2022

  • Startdate:

    ASAP

Job Description

Job Description

Established in 2014, the firm are one of the fastest growing high street law firms in the South West with offices in Bridgwater, Bristol, Frome, Keynsham and Shepton Mallet. The company are looking for an ambitious and experienced individual to work with the Will, LPA and DOT team within the Private Client department. The successful applicant will have recent knowledge and experience within a Private Client Department, having been responsible for drafting and taking instructions on a variety of wills and LPA's and Declaration of Trusts.

Job Role:

- Write Wills that are of various degrees of complexity, write powers of attorney and other estate planning documentation while making sure all paperwork is legally accurate and professionally written
- Maintaining the Case Management Work-flow and Key-stages ensuring these are run when due, thus ensuring all parties are sent real time updates
- To complete tasks competently and within defined within the departments service level agreements
- Liaising with clients and other contacts, dealing with queries, taking instructions and conducting letter and telephone enquiries as necessary
- Maximise the firm's potential to cross-sell services by identifying appropriate opportunities

Requirements:

- Have recent knowledge and experience working within a Private Client Department dealing with a caseload of Wills, LPAs and Declarations of Trusts
- Experience working within a busy office
- Robust approach to relationships and interactions with colleagues
- Ability to work quickly and accurately under pressure and adhere to critical deadlines; IT literate and have good keyboard skills - Microsoft Office is essential

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