Private Client Assessor/Auditor

Location Newcastle upon Tyne
Discipline: Legal
Job type: Permanent
Salary: ££30000 - £35000 per annum
Contact name: Ross Roberts

Contact email:
Job ref: BBBH15350_1684494992
Published: 11 days ago
Startdate: July
Private Client Assessor/Auditor
Location: Remote- Limited office attendance to either Bristol or Sheffield
Salary: £30,000 - £35,000
Contract: Permanent

CRA Legal are working in partnership with a reputable national business with offices throughout the country. Our client is a long term established organisation with a great approach to their employees and customer base. This is a fantastic opportunity for an experienced wills and trust manager to join an exciting and forward thinking business known for their ethical approach, innovative use of technology and commitment to members, customers and colleagues. Our client is a leading provider of probate, estate planning and private client services, with a portfolio of commercial partnerships with blue chip clients in the financial advisory, insurance and banking sectors.

Roles & Responsibilities

Be a key member of the Estate Planning team working alongside experience solicitors and colleagues supporting the active progression of file
Focus on quality assurance, as such no fee earning or chargeable hour targets are set
Review the preparation of wills, trusts and Lasting Powers of Attorney, ensuring all documentation is legally accurate and in keeping with the clients instructions, feeding back on those necessary changes that may be required.
Liaise closely with all will writers throughout the case, providing feedback and technical support where required
Provide quality assurance to make sure all compliance and regulatory standards and processes are consistently met.

Required Attributes

Qualified solicitor/ CILEX or STEP qualified or equivalent experience
A strong background in a private client environment
Strong legal and wills writing experience
Experience with tax planning
High level of attention to detail
Excellent time management skills
Excellent communication skills both verbally and written

Why this role?

Joining a commercial organisation with a purpose beyond profit
Coaching, training and support to enable personal development
Free gym and spa facilities access
Pension up to 10% employer contributions
Annual incentive scheme
28 days holiday (rising to 32 in line with service)
Additional discounts

If you're interested in this vacancy, please click the apply button. Alternatively, contact Ross Roberts on 0114 241 8030 at CRA for further information