Job Overview

Location
Chatham, England
Job Type
Full Time
Salary
£50,000 - £60,000 Per Year
Date Posted
25 days ago

Additional Details

Job ID
80672
Job Views
14

Job Description

  1. Job Purpose

Client adviser in Legal Service Line.

  1. Scope, Reach & Key Relationships

Key relationships are with legal secretaries, paralegals, qualified legal advisory team and internal tax and financial advisers, clients and external work referrers (in and out) to provide the full range of private client services available from KRPC.

3. Principal Accountabilities / Responsibilities:

Job/Workflow & Technical Management

End to end advisory and case management of:

  • Probate and Estate administration (on Isokon)
  • Succession planning through advising on wills, variations, inheritance tax, deprivation of capital, trusts, and assets transfers
  • Trust advisory, creation, and termination
  • Asset protection
  • Creation and management of powers of attorney
  • Monitor work progress and ensure appropriate client communication and colleagues

Client, Internal and External Organisational Contact

  • Develops relationships with partners and managers across the service lines to encourage work referral to/from KRPC
  • Contributes to internal newsfeeds to advise colleagues of the services provided by the legal team
  • Build and sustain relationships with external organisations and individuals to build a profile in the community and win new work
  • Ensure a high level of client service from self and colleagues

Leadership, People Management and Development

  • Where appropriate, the role will involve acting as PM and Product Lead/Assistant Product Lead on Legal Service products and identifying training needs for self and colleagues
  • Manage and enable best performance from the support team

Business Development

  • Network to heighten personal and firm profile, public speaking, cross/up selling firm’s services, contributing to marketing initiatives including social media presence

Internal Financial Management

  • Scoping and budgeting effectively for all client work
  • Ensures client work is managed within budget and billed in a timely manner

Location

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