Acs Recruitment Consultants are currently recruiting for a Deputyship Executive/Wills & Probate Solicitor for a firm of solicitors in Wirral, Cheshire.

DEPUTYSHIP WILLS & PROBATE

  • All aspects of Professional Deputyship matters from application to dealing with the administration of the Deputyship, including annual visits
  • Preparing and submitting lay deputyship applications to the Court of Protection
  • Providing advice regarding Deputyship to union clients via the free legal advice service
  • Procurement and management of assets including for example dealing with banks, building societies, paying bills, investing funds, claiming benefits, budgeting, completing and filing tax returns, providing annual accounts to the Court, purchase of property and arranging adaptations if required
  • Appointing/liaising with case managers and/or carers, purchasing necessary specialised aids and equipment

WILLS & PROBATE

  • All aspects of probate, will drafting, tax planning and estate administration and including Powers of Attorney.

TRUSTS

  • Advising on all aspects of trusts, including lifetime, will trusts and elderly client trusts, draft, administration and taxation issues.

 The above tasks are indicative and not exhaustive

The job holder will be expected to conduct and manage all aspects of his/her caseload, including taking appropriate decisions involving the exercise of judgment, and to carry out work on other team members’ cases as required.

Supervision will rarely be required except in relation to the firm’s standard system with further assistance in relation to key decisions on cases as appropriate.  The job holder may be required to assist the Head of Department from time to time with supervision of junior staff.

The job holder will accordingly require a sound theoretical knowledge of the work and an ability to conduct cases, including complex cases, from beginning to end. The knowledge required to do this will normally take many years to acquire.

The job holder will play an important role in the team in helping to achieve the team’s objectives and in fostering team spirit. He/she will accept a share of responsibility for the success or failure of the team.

The ability to communicate clearly and effectively is essential.

Post: Executive
Department:  Deputyship, Wills & Probate
Section: Deputyship Team
Requirements Essential Desirable
Knowledge required Good knowledge of law relevant to Deputyship and Court of Protection requirements

Good verbal and written communication skills.

Good numerical skills

Good file management skills.

Competent in the use of Microsoft word and outlook

 Knowledge of statutory duties relevant to Court of Protection and deputyship files
Experience required At least 4 years’ experience of conduct of deputyship files

Experience of meeting deadlines with a minimum of supervision

Direct contact with clients, face to face and over the phone

Experience of Microsoft Office packages

 Having conduct of trauma led deputyship cases

 

Working with electronic case management systems

 

Working with trade unions
Skills and aptitudes required Ability to:

 

communicate clearly and effectively both written and verbal

 

empathise with clients

 

work in a team

 Ability to provide informal guidance to junior staff as required.

Understanding of the importance of developing and maintaining good client relations.

 
Personal qualities required Reliability and discretion
Educational attainment Admitted solicitor or legal executive or equivalent.