Private Client Caseworker

Role: Private Client CaseworkerLocation: Dinnington, South YorkshireSalary: £25,000 - £27,000Contract: Full time, permanent A long-established and highly respected high street practice in Dinnington is looking to recruit an organised and proactive Private Client Caseworker to strengthen its expanding team. The firm enjoys an excellent reputation locally for providing clear, compassionate and client-centred legal advice to individuals and families across the community and surrounding areas.

This role offers a fantastic platform for someone looking to build a long-term career in Private Client law within a friendly and supportive environment. You will work closely with experienced fee earners on a diverse caseload and, subject to experience, will have the opportunity to run your own matters under supervision. The team advises on a wide spectrum of Private Client work, including:

• Wills and succession planning
• Probate and estate administration
• Lasting Powers of Attorney
• Court of Protection applications
• Trust creation and administration

• Assisting solicitors and fee earners with the day-to-day management of files
• Preparing and drafting legal documentation and correspondence
• Communicating with clients, beneficiaries and third parties in a professional and empathetic manner
• Drafting probate applications and preparing estate accounts
• Undertaking legal research as required
• Ensuring adherence to regulatory requirements and internal compliance procedures
• Supporting client relationship management and business development initiatives

• At least 6-12 months' experience within a Private Client setting (preferred)
• Highly organised with excellent attention to detail
• Strong written and verbal communication skills
• A professional, sensitive and client-focused approach
• Ability to prioritise workloads and meet deadlines
• Confident IT user with experience of case management systems
• Law degree or relevant legal qualification (advantageous but not essential)

• Competitive salary dependent on experience
• A welcoming and collaborative working culture
• Ongoing training and genuine career progression prospects
• Exposure to quality Private Client work
• Company pension scheme
• 20+ days' annual leave plus bank holidays

Additional Information:CRA Legal follow strict best practice recruitment guidelines monitored by the Recruitment and Employment Confederation (REC). Please note our advertisements use salary levels purely as a guide. However we are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role.This vacancy is very popular with the local legal community, so please apply quickly to ensure your application is considered. As part of our candidate registration and care process we at CRA Legal aim to respond to all successful applications within 2 working days.

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