Private Client Trainee Wills & LPA Drafter

Permanent employee, Full or part-time · Braintree, Coggeshall, Halstead, Sudbury, Marks Tey, Tiptree, Witham

The Role

We are currently recruiting for a Trainee Wills and LPA Drafter supporting the Private Client Team across all our offices. The successful candidate will ( with full training) 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 all members Private Client Team who will always be on hand to provide advice and assist with more complex work.  Upon completion of your training you will run your own caseload and have a challenging fee target.


This role would require you to travel and spend time in all of our offices.

 

In addition, you will possess the necessary attribute to be able to provide an extremely high level of client service.  

 

The Day to Day:

  • You will be responsible for all stages of producing Wills and Lasting Powers of Attorney for our clients. 

  • Attending client meetings 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 written communications in a professional environment would be advantageous
  • Experience of working with clients or customers
  • This role is not looking for a Law graduate looking for sponsorship to qualify as a Solicitor.

 

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.

Working in partnership with businesses and individuals

Holmes & Hills' large team of legal experts work in partnership with individuals and organisations to provide them with truly proactive legal services through personal relationships. Acting as a trusted advisor to clients, we take the time to understand clients' needs and objectives before delivering practical advice through a personal and accessible approach.


Independently recognised as a leading law firm

Holmes & Hills Solicitors is independently recognised by The Legal 500 and Chambers & Partners - two independent directories of the UK’s top law firms - as being a leading supplier of legal services in the region.

These accreditations give our clients the confidence that the legal advice and representation they receive from Holmes & Hills is some of the best available.

Our clients range from established and growing businesses whose brands are recognised and sold around the world and local authorities across the region, through to families and first-time home buyers.

We are looking forward to hearing from you!
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