Private Client Wills & LPA Drafting Executive

at  Holmes and Hills LLP

THE DAY TO DAY:

• You will be responsible for all stages of producing Wills and Lasting Powers of Attorney for our clients.
• Attending upon clients to take instructions in advance of the preparation of Wills and LPAs and advising clients on the appropriate control of their wills.
• It is anticipated that you will not see clients whose requirements are high net worth or “high risk”.
• Having taken instructions, you will issue client care information to the clients and thereafter draft their Wills and LPAs.
• Send the draft Wills and LPAs to clients for their comments
• Follow up to check clients are happy with the content of drafts and arrange appointment for them to sign
• Deal with billing and the storage of clients’ documents and registration of LPAs

WHAT QUALIFICATIONS & EXPERIENCE DO I NEED?

• A law degree (or in the process of studying for one) would be desirable or other relevant experience obtained within a Private Client team.
• Full training will be given in the discipline of Will and LPA drafting
• Experience of working with clients or customers

WHAT SKILLS SHOULD I HAVE?

• Accuracy and an eye for detail
• An understanding of legal documentation and language
• High level of spelling and grammar
• Client care skills

ABOUT US

Holmes & Hills Solicitors is a large regional firm of solicitors with seven offices across Essex and Suffolk and over 200 legal professionals across a number of specialist departments. Holmes & Hills works in partnership with clients across East Anglia, including businesses, individuals, families and local authorities, to build long standing relationships, protect clients’ interests and support clients’ growth and development.

We are currently recruiting for two Wills and LPA Drafting Executives (one based in Sudbury and one in Braintree). Both are busy towns which mean that we see a high level of client matters walk through our doors. Because of this, we are seeking executive level support to provide an efficient and accurate will drafting service to our clients. The successful candidate will advise and take instructions from clients in relation to Wills and Lasting Powers of Attorney and drafting all categories of Wills. The role will work closely with either our Sudbury or Braintree Private Client Team who will always be on hand to provide advice and assist with more complex work. You will run your own caseload and have a challenging fee target.
You will have a proven track record in delivering a written response to instruction and written work that requires an extremely high level of accuracy. In addition, you will possess the necessary attribute to be able to provide an extremely high level of client service.