Associate, Wealth & Succession

Key Duties:

• The administration of a broad range of estates from the straightforward to complex estates with international aspects, including:
  • Liaising with Personal Representatives, ascertaining the assets and liabilities of the estate;
  • Assisting with new enquiries, speaking to clients and dealing with queries;
  • Supporting the estate accountant in preparing Estate Accounts;
  • Making applications for the Grant of Representation;
  • All aspects of post-grant administration;
  • Supervising junior members of the team;
• Wills, trusts and estate planning for UK and international clients;
• Trust administration;
• Preparation of Lasting Powers of Attorney and Court of Protection wo
• Responsibility for participating in business development and client relationship management activities.
• Assisting and mentoring more junior members of the team including Trainees, Paralegals, Solicitors

About you

Ideally you will be able to demonstrate;

• A range of experience as outlined above. In particular, administration of a broad range of estates from the straightforward to complex estates with international aspects;

• A good level of tax knowledge necessary for administration of estates, tax efficient Will drafting and related issues;
• Experience of advising UK domiciled and international clients on various aspects of estates planning;
• The experience and confidence to supervise junior colleagues, in particular in the administration of estates;
• Strong intellectual and analytical abilities;
• Excellent written and oral communication skills;
• Experience of drafting and technical research;
• The ability to take direction from senior members of the team and, where appropriate, to work independently, with an enthusiasm to develop your own skillset;
• Good commercial understanding and ability to apply legal principles to client circumstances in a commercially aware manner;
• Effective management of client expectations and high levels of client service;
• Good organisational skills, record keeping and file management;
• An organised and accurate approach to work.