Trustee Work, Jobs in Oldham, Gtm (with Salaries)

Private Client Solicitor
Mallory Pryce —Oldham
- Hybrid work
- Continuous improvement
- Mentoring
- Organisational skills
Quick apply
Voluntary Trustee Role
Positive Action in the Community —Nelson
Education, solicitor
Schofield Sweeney Solicitors —Bradford
- Business development
- Contracts
- Communication skills
Vice President, Full-Stack Engineer
The Bank of New York Mellon Corporation —Manchester
- Full-time
- Computer Science
- Engineering
- Maintenance
Partner/Director, contentious probate & inheritance disputes
Schofield Sweeney Solicitors —Bradford
- Business development
- Team management
- Mentoring
11d

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Treasurer (Volunteer)
Creative Living Centre —Prestwich
This role is ideally suited to a qualified accountant or someone with strong financial management experience who is passionate about supporting a community-…
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_*Queen’s Hall Action on Poverty is committed to the safeguarding and protection of all young people and adults, In line with our Safeguarding policies.
£12,227.02 a year
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Private Client Solicitor

Mallory Pryce
Oldham

Quick apply

Job details

Qualifications

Stakeholder liaison
Mentoring junior staff
Continuous improvement
Legal drafting
Mentoring
Organisational skills
Wills and probate law
Probate administration
Wills and probate
Estate planning
Client onboarding compliance checks
Legal practice experience

Full job description

We are seeking a Private Client Solicitor to join our client's busy, client-focused private client team. The successful candidate will manage a varied caseload of private client matters, deliver excellent client care, ensure compliance with regulatory and firm procedures, and contribute to efficient team workflows. This role offers professional development, exposure to a wide range of matters including estate administration, wills and trusts, Lasting Powers of Attorney and Probate.

Key responsibilities:

Act for private clients on estate administration and probate matters, advising executors and beneficiaries from initial instruction through to estate distribution, ensuring timely progression and clear communication throughout the process.
Prepare, review and execute wills, codicils and testamentary documentation tailored to clients' circumstances, ensuring compliance with legal formalities and firm precedents.
Advise on and prepare Lasting Powers of Attorney (LPA) and deputyship applications, support clients through registration with the Office of the Public Guardian and manage related ongoing matters.
Provide guidance on trusts including settlor-interested and discretionary trusts, prepare trust deeds, and support trustees with administration and tax reporting obligations.
Work with clients and advisers to deliver estate and tax planning advice, liaising with tax specialists where required to ensure appropriate, compliant solutions are implemented.
Carry out client identity checks and support anti-money laundering (AML) compliance, maintaining robust audit trails and accurate, audit-ready files.
Draft clear client correspondence, attendance notes and court documents where necessary, ensuring documents are accurate and consistent with firm precedents.
Liaise with clients, family members, financial advisers, executors, the Probate Registry, HM Revenue & Customs and other third parties to obtain documentation, chase outstanding items and manage expectations professionally.
Support billing, fee recovery and client account transactions in line with firm procedures and assist with matter budgeting and time recording to support profitability.
Contribute to continuous improvement by identifying opportunities to streamline processes, update precedents and assist with the rollout of practice management technology and workflow enhancements.
Provide support and supervision to junior team members, sharing knowledge of procedures and assisting with induction and training activities where required.

Key skills and experience required:

Qualified solicitor (or equivalent) with experience in private client work within a law firm or legal practice, with demonstrable experience in estate administration, wills, LPAs and trusts.
Good understanding of probate procedures, Trusts law, Office of the Public Guardian processes and basic estate and inheritance tax considerations.
Experience of preparing wills, LPAs, trust documentation and probate applications, with strong drafting skills and attention to legal detail.
Familiarity with AML and client identification requirements and experience maintaining audit-ready files and compliance documentation.
Strong organisational skills with the ability to manage competing priorities, meet deadlines and maintain attention to detail across multiple matters.
Confident and professional communicator with excellent interpersonal skills and the ability to liaise effectively with clients, colleagues and external contacts.
Proactive, reliable and solutions-focused with a willingness to develop technical knowledge, embrace new systems and support team improvements.

Other information:

Full training and ongoing support will be provided where required; opportunities for continuing professional development and career progression are available.

Quick apply

Refine Your Search

trustee jobs in oldham, gtm

Private Client Solicitor

Voluntary Trustee Role

Education, solicitor

Vice President, Full-Stack Engineer

Partner/Director, contentious probate & inheritance disputes

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