Probate Case Manager Starting at £50k + quarterly bonus 6% Full Time, Permanent Flexible Working - Fully Remote, Bristol Office or the Bristol Office with hybrid working options available Our client is looking for an experienced Probate Case Manager to join them at an extremely exciting time in the business s growth, to help them deliver their award-winning estate administration service to their clients. At our client, they pride themselves on flexibility and transparency for their clients and employees. Their products are offered in a flat fee structure, meaning that whilst their employees work on challenging caseloads, you don t work in a fee earning model. This allows them to offer flexibility, hybrid working and a fantastic work-life balance. About Our Client Our client aims to be the most successful and respected estate administration business in the UK. A regulated business founded in 2002, they only do one thing, estate administration. Their business has a crystal-clear vision, to be the service provider that every bereaved family turns to and is totally focused on its purpose, helping families to move on following a bereavement. They are committed to transparent and fair pricing and customers are at the heart of everything that they do. They add value to their partners business propositions and provide their clients with innovative, highly focused customer service. Their business partners include Will writers, financial advisers, financial corporates, funeral directors and solicitors (through their long-standing brand). As a Probate Case Manager, you will be: Owning a complex case load of approximately 40 files Due to the nature of the business partners they work with, the caseload you will be responsible for will be very varied and develop the knowledge of even the most experienced case managers Coaching, mentoring and developing their team of case managers Work closely with their Legal Services Director on unique and complex matters The Ideal Candidate: Qualifications are desirable but not essential. They are looking for individuals with a solid probate administration or technical background, but you must have some of the following experience: Extensive end-to-end probate administration Managing escalations and technical questions Several years in a customer service or private client focused environment What They Offer: 25 days plus bank holidays, increasing annually to 30 Health Cash Plan Cash back for Dental, optical, and other treatments Employee discounts across a range of high street products Variety of salary sacrifice benefits such as tech vouchers, dental and holiday buy Income protection insurance Life assurance policy Enhanced family leave Cycle to work scheme Employee Assistance Programme Flexible working options across most roles If this role sounds like the perfect role for you, then get in touch and apply today!
Mar 06, 2025
Full time
Probate Case Manager Starting at £50k + quarterly bonus 6% Full Time, Permanent Flexible Working - Fully Remote, Bristol Office or the Bristol Office with hybrid working options available Our client is looking for an experienced Probate Case Manager to join them at an extremely exciting time in the business s growth, to help them deliver their award-winning estate administration service to their clients. At our client, they pride themselves on flexibility and transparency for their clients and employees. Their products are offered in a flat fee structure, meaning that whilst their employees work on challenging caseloads, you don t work in a fee earning model. This allows them to offer flexibility, hybrid working and a fantastic work-life balance. About Our Client Our client aims to be the most successful and respected estate administration business in the UK. A regulated business founded in 2002, they only do one thing, estate administration. Their business has a crystal-clear vision, to be the service provider that every bereaved family turns to and is totally focused on its purpose, helping families to move on following a bereavement. They are committed to transparent and fair pricing and customers are at the heart of everything that they do. They add value to their partners business propositions and provide their clients with innovative, highly focused customer service. Their business partners include Will writers, financial advisers, financial corporates, funeral directors and solicitors (through their long-standing brand). As a Probate Case Manager, you will be: Owning a complex case load of approximately 40 files Due to the nature of the business partners they work with, the caseload you will be responsible for will be very varied and develop the knowledge of even the most experienced case managers Coaching, mentoring and developing their team of case managers Work closely with their Legal Services Director on unique and complex matters The Ideal Candidate: Qualifications are desirable but not essential. They are looking for individuals with a solid probate administration or technical background, but you must have some of the following experience: Extensive end-to-end probate administration Managing escalations and technical questions Several years in a customer service or private client focused environment What They Offer: 25 days plus bank holidays, increasing annually to 30 Health Cash Plan Cash back for Dental, optical, and other treatments Employee discounts across a range of high street products Variety of salary sacrifice benefits such as tech vouchers, dental and holiday buy Income protection insurance Life assurance policy Enhanced family leave Cycle to work scheme Employee Assistance Programme Flexible working options across most roles If this role sounds like the perfect role for you, then get in touch and apply today!
MFK Recruitment has an exciting opportunity for a Private Client Solicitor to join our well established Legal-500 client in Leicester. The successful applicant will join their growing Probate, Wills & Trusts Department (tier three ranked in the Legal 500) to help the continued development of both the department and the firm. Private Client Solicitor - Main Responsibilities: Take responsibility for delivering expert, timely, and professional guidance on a range of matters including Wills, Probate, Estate Administration, Inheritance Planning, Lasting Powers of Attorney, Court of Protection cases, and Trusts. Take charge of preparing and drafting key legal documents including Wills, LPAs, Estate Accounts, and other documents related to Probate matters. Manage a diverse caseload with a range of responsibilities. Provide support to other fee earners and department members by assisting with their files as needed. Handle client inquiries via email, phone, and in person, taking instructions and providing advice within the expected timeframes as set by the Head of Department. Take an active role in suggesting and participating in designated marketing initiatives. Carry out additional duties as assigned by your Line Manager from time to time Private Client Solicitor - What we need from you (Essential): Qualified Solicitor with 4-6 years PQE OR FCILEx 4-6 years PQE Proven experience as a Private Client Lawyer with a focus on Wills, Probate, LPA, and Court of Protection work. Excellent knowledge and experience of trust work Experience working in private practice Own transport and valid driving licence Private Client Solicitor - What we need from you (Desirable) Membership of STEP or a similar professional body (or willingness to obtain membership through the company) Experience with complex Court of Protection applications and/or Professional Deputyship matters. Some of the benefits of working with my client: Group Life Assurance Above average Holiday Allowance Birthday day off Hybrid & Flexible working Exam & Course Fees funded Employee Staff Discounts Enhanced Parental Leave The successful candidate will work in a hybrid-working model.
Feb 13, 2025
Full time
MFK Recruitment has an exciting opportunity for a Private Client Solicitor to join our well established Legal-500 client in Leicester. The successful applicant will join their growing Probate, Wills & Trusts Department (tier three ranked in the Legal 500) to help the continued development of both the department and the firm. Private Client Solicitor - Main Responsibilities: Take responsibility for delivering expert, timely, and professional guidance on a range of matters including Wills, Probate, Estate Administration, Inheritance Planning, Lasting Powers of Attorney, Court of Protection cases, and Trusts. Take charge of preparing and drafting key legal documents including Wills, LPAs, Estate Accounts, and other documents related to Probate matters. Manage a diverse caseload with a range of responsibilities. Provide support to other fee earners and department members by assisting with their files as needed. Handle client inquiries via email, phone, and in person, taking instructions and providing advice within the expected timeframes as set by the Head of Department. Take an active role in suggesting and participating in designated marketing initiatives. Carry out additional duties as assigned by your Line Manager from time to time Private Client Solicitor - What we need from you (Essential): Qualified Solicitor with 4-6 years PQE OR FCILEx 4-6 years PQE Proven experience as a Private Client Lawyer with a focus on Wills, Probate, LPA, and Court of Protection work. Excellent knowledge and experience of trust work Experience working in private practice Own transport and valid driving licence Private Client Solicitor - What we need from you (Desirable) Membership of STEP or a similar professional body (or willingness to obtain membership through the company) Experience with complex Court of Protection applications and/or Professional Deputyship matters. Some of the benefits of working with my client: Group Life Assurance Above average Holiday Allowance Birthday day off Hybrid & Flexible working Exam & Course Fees funded Employee Staff Discounts Enhanced Parental Leave The successful candidate will work in a hybrid-working model.
Probate Case Manager Starting at £50k + quarterly bonus 6% Full Time, Permanent Flexible Working - Fully Remote, Bristol Office or the Bristol Office with hybrid working options available We are looking for an experienced Probate Case Manager to join us at an extremely exciting time in the business s growth, to help us deliver our award-winning estate administration service to our clients. At Kings Court Trust, we pride ourselves on flexibility and transparency for our clients and employees. Our products are offered in a flat fee structure, meaning that whilst our employees work on challenging caseloads, you don t work in a fee earning model. This allows us to offer flexibility, hybrid working and a fantastic work-life balance. About Us Kings Court Trust aims to be the most successful and respected estate administration business in the UK. A regulated business founded in 2002, we only do one thing, estate administration. Our business has a crystal-clear vision, to be the service provider that every bereaved family turns to and is totally focused on its purpose, helping families to move on following a bereavement. We are committed to transparent and fair pricing and customers are at the heart of everything that we do. We add value to our partners business propositions and provide their clients with innovative, highly focused customer service. Our business partners include Will writers, financial advisers, financial corporates, funeral directors and solicitors (through our long-standing Title Research brand). As a Probate Case Manager, you will be: Owning a complex case load of approximately 40 files Due to the nature of the business partners we work with, the caseload you will be responsible for will be very varied and develop the knowledge of even the most experienced case managers Coaching, mentoring and developing our team of case managers Work closely with our Legal Services Director on unique and complex matters The Ideal Candidate: Qualifications are desirable but not essential. We are looking for individuals with a solid probate administration or technical background, but you must have some of the following experience: Extensive end-to-end probate administration Managing escalations and technical questions Several years in a customer service or private client focused environment What We Offer: 25 days plus bank holidays, increasing annually to 30 Health Cash Plan Cash back for Dental, optical, and other treatments Employee discounts across a range of high street products Variety of salary sacrifice benefits such as tech vouchers, dental and holiday buy Income protection insurance Life assurance policy Enhanced family leave Cycle to work scheme Employee Assistance Programme Flexible working options across most roles If this role sounds like the perfect role for you, then get in touch and apply today!
Feb 13, 2025
Full time
Probate Case Manager Starting at £50k + quarterly bonus 6% Full Time, Permanent Flexible Working - Fully Remote, Bristol Office or the Bristol Office with hybrid working options available We are looking for an experienced Probate Case Manager to join us at an extremely exciting time in the business s growth, to help us deliver our award-winning estate administration service to our clients. At Kings Court Trust, we pride ourselves on flexibility and transparency for our clients and employees. Our products are offered in a flat fee structure, meaning that whilst our employees work on challenging caseloads, you don t work in a fee earning model. This allows us to offer flexibility, hybrid working and a fantastic work-life balance. About Us Kings Court Trust aims to be the most successful and respected estate administration business in the UK. A regulated business founded in 2002, we only do one thing, estate administration. Our business has a crystal-clear vision, to be the service provider that every bereaved family turns to and is totally focused on its purpose, helping families to move on following a bereavement. We are committed to transparent and fair pricing and customers are at the heart of everything that we do. We add value to our partners business propositions and provide their clients with innovative, highly focused customer service. Our business partners include Will writers, financial advisers, financial corporates, funeral directors and solicitors (through our long-standing Title Research brand). As a Probate Case Manager, you will be: Owning a complex case load of approximately 40 files Due to the nature of the business partners we work with, the caseload you will be responsible for will be very varied and develop the knowledge of even the most experienced case managers Coaching, mentoring and developing our team of case managers Work closely with our Legal Services Director on unique and complex matters The Ideal Candidate: Qualifications are desirable but not essential. We are looking for individuals with a solid probate administration or technical background, but you must have some of the following experience: Extensive end-to-end probate administration Managing escalations and technical questions Several years in a customer service or private client focused environment What We Offer: 25 days plus bank holidays, increasing annually to 30 Health Cash Plan Cash back for Dental, optical, and other treatments Employee discounts across a range of high street products Variety of salary sacrifice benefits such as tech vouchers, dental and holiday buy Income protection insurance Life assurance policy Enhanced family leave Cycle to work scheme Employee Assistance Programme Flexible working options across most roles If this role sounds like the perfect role for you, then get in touch and apply today!
A client of ours in the Earls Colne area are recruiting an Account Manager to join their team. This is a full-time permanent position working Monday - Friday 9.00am - 5.00pm (37.5 hours) and paying 25,000 per annum depending on experience. This role offers hybrid working, working 4 days in the office and Thursdays from home. The Account Manager will be a key player in driving both sales growth and client satisfaction for the company. This position requires close collaboration with the Key Account Director, along with a self-motivated approach to achieving targets. Key Duties include but are not limited to: Expand and maintain strong relationships. Ensure clients are fully informed about the range of products offered and the associated benefits. Maintain regular communication with clients, providing updates on ongoing cases. Recommend tailored solutions to clients in order to achieve optimal outcomes for individual cases. Drive the growth of business within allocated accounts. Oversee and manage the client pipeline across multiple service areas. Skills and Experience required to be considered for this Account Manager position: Proven experience in sales, particularly within the professional services sector. Outstanding customer service skills and the ability to develop long-term client relationships. Skilled in overcoming objections, particularly in telephone-based interactions. Demonstrated ability to negotiate effectively. Proficiency in IT, with experience using Office 365 suite. Familiarity with the probate process. Experience in property valuation. Proficiency in using CRM systems. Please note that you must be able to drive due to the location of the business. If you feel like you meet the above criteria & would like to be considered for this Account Manager position, please apply with your CV and contact Katie at Prime Appointments for a confidential chat.
Feb 07, 2025
Full time
A client of ours in the Earls Colne area are recruiting an Account Manager to join their team. This is a full-time permanent position working Monday - Friday 9.00am - 5.00pm (37.5 hours) and paying 25,000 per annum depending on experience. This role offers hybrid working, working 4 days in the office and Thursdays from home. The Account Manager will be a key player in driving both sales growth and client satisfaction for the company. This position requires close collaboration with the Key Account Director, along with a self-motivated approach to achieving targets. Key Duties include but are not limited to: Expand and maintain strong relationships. Ensure clients are fully informed about the range of products offered and the associated benefits. Maintain regular communication with clients, providing updates on ongoing cases. Recommend tailored solutions to clients in order to achieve optimal outcomes for individual cases. Drive the growth of business within allocated accounts. Oversee and manage the client pipeline across multiple service areas. Skills and Experience required to be considered for this Account Manager position: Proven experience in sales, particularly within the professional services sector. Outstanding customer service skills and the ability to develop long-term client relationships. Skilled in overcoming objections, particularly in telephone-based interactions. Demonstrated ability to negotiate effectively. Proficiency in IT, with experience using Office 365 suite. Familiarity with the probate process. Experience in property valuation. Proficiency in using CRM systems. Please note that you must be able to drive due to the location of the business. If you feel like you meet the above criteria & would like to be considered for this Account Manager position, please apply with your CV and contact Katie at Prime Appointments for a confidential chat.
A leading and successful accountancy practice based in Exeter is searching for a Tax Manager to join their team as a key addition. You will progress within this growing business overseeing the delivery of a quality compliance service, whilst also with a significant focus on leading the delivery of wide ranging tax planning and project work. Client Details Based in Exeter the firm has a strong reputation acting for private clients UK based and overseas, HNWIs, Trusts, Directors and other wider ranging individuals, along with providing probate services. Whilst a quality compliance service is a key offering the firm has also has a focus on delivering wider advisory and tax planning and business advice and the right professional will carve a key position advising this firms wide ranging clients with progression and development on offer. The firm offers hybrid working, flexible hours and competitive benefits. Description Joining as Tax Manager, based from the firms Exeter offices with mix of home to office working on offer, you will manage a wide ranging portfolio of compliance tax cases and manage the wider team reviewing their work and supporting their development. The firm has varied clients across - Directors of wide ranging corporate and OMB limited companies, HNWIs, with additional overseas, resident/ non-resident and domicile/ non domicile clients, trusts, probate and other clients. You will be advising on wide ranging tax planning project work across income tax, capital gains tax and inheritance tax for a variety of situations such as residency and domicile questions, land and property transactions, family succession planning and business purchases and sales. The role provides an ideal opportunity for the right tax professional looking to progress and an excellent opportunity for the right professional looking to further their career in tax. Profile You will be either CTA and/or, ATT/ACA/ACCA qualified and you will have developed a tax career within accountancy practice, or within a specialist tax firm. Your experience will have been developed in any mix of Top Tier, Top Ten, 50, larger regional independent firm background, or specialist tax firm and your background will most likely have focused down the personal tax route with a compliance and /or, tax planning skill set alongside this.This is an excellent opportunity for either a highly experienced tax specialist at around the Tax Assistant Manager / Tax Manager levels looking for a challenging new career move with progression and career development on offer. Job Offer Circa £30,000 - £45,000 dependent on experience and background, negotiable with benefits. Please apply online and for a further confidential discussion to find out more about this opportunity please contact Mark Bailey on .
Dec 18, 2022
Full time
A leading and successful accountancy practice based in Exeter is searching for a Tax Manager to join their team as a key addition. You will progress within this growing business overseeing the delivery of a quality compliance service, whilst also with a significant focus on leading the delivery of wide ranging tax planning and project work. Client Details Based in Exeter the firm has a strong reputation acting for private clients UK based and overseas, HNWIs, Trusts, Directors and other wider ranging individuals, along with providing probate services. Whilst a quality compliance service is a key offering the firm has also has a focus on delivering wider advisory and tax planning and business advice and the right professional will carve a key position advising this firms wide ranging clients with progression and development on offer. The firm offers hybrid working, flexible hours and competitive benefits. Description Joining as Tax Manager, based from the firms Exeter offices with mix of home to office working on offer, you will manage a wide ranging portfolio of compliance tax cases and manage the wider team reviewing their work and supporting their development. The firm has varied clients across - Directors of wide ranging corporate and OMB limited companies, HNWIs, with additional overseas, resident/ non-resident and domicile/ non domicile clients, trusts, probate and other clients. You will be advising on wide ranging tax planning project work across income tax, capital gains tax and inheritance tax for a variety of situations such as residency and domicile questions, land and property transactions, family succession planning and business purchases and sales. The role provides an ideal opportunity for the right tax professional looking to progress and an excellent opportunity for the right professional looking to further their career in tax. Profile You will be either CTA and/or, ATT/ACA/ACCA qualified and you will have developed a tax career within accountancy practice, or within a specialist tax firm. Your experience will have been developed in any mix of Top Tier, Top Ten, 50, larger regional independent firm background, or specialist tax firm and your background will most likely have focused down the personal tax route with a compliance and /or, tax planning skill set alongside this.This is an excellent opportunity for either a highly experienced tax specialist at around the Tax Assistant Manager / Tax Manager levels looking for a challenging new career move with progression and career development on offer. Job Offer Circa £30,000 - £45,000 dependent on experience and background, negotiable with benefits. Please apply online and for a further confidential discussion to find out more about this opportunity please contact Mark Bailey on .
A leading and successful accountancy practice based in Bridgwater is searching for a Tax Manager to join their team as a key addition. You will progress within this growing business overseeing the delivery of a quality compliance service, whilst also with a significant focus on leading the delivery of wide ranging tax planning and project work. Client Details Based in Bridgwater the firm has a strong reputation acting for private clients UK based and overseas, HNWIs, Trusts, Directors and other wider ranging individuals, along with providing probate services. Whilst a quality compliance service is a key offering the firm has also has a focus on delivering wider advisory and tax planning and business advice and the right professional will carve a key position advising this firms wide ranging clients with progression and development on offer. The firm offers hybrid working, flexible hours and competitive benefits. Description Joining as Tax Manager, based from the Bridgwater offices with mix of home to office working on offer, you will manage a wide ranging portfolio of compliance tax cases and manage the wider team reviewing their work and supporting their development. The firm has varied clients across - Directors of wide ranging corporate and OMB limited companies, HNWIs, with additional overseas, resident/ non-resident and domicile/ non domicile clients, trusts, probate and other clients. You will be advising on wide ranging tax planning project work across income tax, capital gains tax and inheritance tax for a variety of situations such as residency and domicile questions, land and property transactions, family succession planning and business purchases and sales. The role provides an ideal opportunity for the right tax professional looking to progress and an excellent opportunity for the right professional looking to further their career in tax. Profile You will be either CTA and/or, ATT/ACA/ACCA qualified and you will have developed a tax career within accountancy practice, or within a specialist tax firm. Your experience will have been developed in any mix of Top Tier, Top Ten, 50, larger regional independent firm background, or specialist tax firm and your background will most likely have focused down the personal tax route with a compliance and /or, tax planning skill set alongside this.This is an excellent opportunity for either a highly experienced tax specialist at around the Tax Assistant Manager / Tax Manager levels looking for a challenging new career move with progression and career development on offer. Job Offer Circa £30,000 - £45,000 dependent on experience and background, negotiable with benefits. Please apply online and for a further confidential discussion to find out more about this opportunity please contact Mark Bailey on .
Dec 18, 2022
Full time
A leading and successful accountancy practice based in Bridgwater is searching for a Tax Manager to join their team as a key addition. You will progress within this growing business overseeing the delivery of a quality compliance service, whilst also with a significant focus on leading the delivery of wide ranging tax planning and project work. Client Details Based in Bridgwater the firm has a strong reputation acting for private clients UK based and overseas, HNWIs, Trusts, Directors and other wider ranging individuals, along with providing probate services. Whilst a quality compliance service is a key offering the firm has also has a focus on delivering wider advisory and tax planning and business advice and the right professional will carve a key position advising this firms wide ranging clients with progression and development on offer. The firm offers hybrid working, flexible hours and competitive benefits. Description Joining as Tax Manager, based from the Bridgwater offices with mix of home to office working on offer, you will manage a wide ranging portfolio of compliance tax cases and manage the wider team reviewing their work and supporting their development. The firm has varied clients across - Directors of wide ranging corporate and OMB limited companies, HNWIs, with additional overseas, resident/ non-resident and domicile/ non domicile clients, trusts, probate and other clients. You will be advising on wide ranging tax planning project work across income tax, capital gains tax and inheritance tax for a variety of situations such as residency and domicile questions, land and property transactions, family succession planning and business purchases and sales. The role provides an ideal opportunity for the right tax professional looking to progress and an excellent opportunity for the right professional looking to further their career in tax. Profile You will be either CTA and/or, ATT/ACA/ACCA qualified and you will have developed a tax career within accountancy practice, or within a specialist tax firm. Your experience will have been developed in any mix of Top Tier, Top Ten, 50, larger regional independent firm background, or specialist tax firm and your background will most likely have focused down the personal tax route with a compliance and /or, tax planning skill set alongside this.This is an excellent opportunity for either a highly experienced tax specialist at around the Tax Assistant Manager / Tax Manager levels looking for a challenging new career move with progression and career development on offer. Job Offer Circa £30,000 - £45,000 dependent on experience and background, negotiable with benefits. Please apply online and for a further confidential discussion to find out more about this opportunity please contact Mark Bailey on .
A leading and successful accountancy practice based in Weston-Super-Mare is searching for a Tax Manager to join their team as a key addition. You will progress within this growing business overseeing the delivery of a quality compliance service, whilst also with a significant focus on leading the delivery of wide ranging tax planning and project work. Client Details Based in Weston-Super-Mare the firm has a strong reputation acting for private clients UK based and overseas, HNWIs, Trusts, Directors and other wider ranging individuals, along with providing probate services. Whilst a quality compliance service is a key offering the firm has also has a focus on delivering wider advisory and tax planning and business advice and the right professional will carve a key position advising this firms wide ranging clients with progression and development on offer. The firm offers hybrid working, flexible hours and competitive benefits. Description Joining as Tax Manager, based from the firms Weston-Super-Mare offices with mix of home to office working on offer, you will manage a wide ranging portfolio of compliance tax cases and manage the wider team reviewing their work and supporting their development. The firm has varied clients across - Directors of wide ranging corporate and OMB limited companies, HNWIs, with additional overseas, resident/ non-resident and domicile/ non domicile clients, trusts, probate and other clients. You will be advising on wide ranging tax planning project work across income tax, capital gains tax and inheritance tax for a variety of situations such as residency and domicile questions, land and property transactions, family succession planning and business purchases and sales. The role provides an ideal opportunity for the right tax professional looking to progress and an excellent opportunity for the right professional looking to further their career in tax. Profile You will be either CTA and/or, ATT/ACA/ACCA qualified and you will have developed a tax career within accountancy practice, or within a specialist tax firm. Your experience will have been developed in any mix of Top Tier, Top Ten, 50, larger regional independent firm background, or specialist tax firm and your background will most likely have focused down the personal tax route with a compliance and /or, tax planning skill set alongside this.This is an excellent opportunity for either a highly experienced tax specialist at around the Tax Assistant Manager / Tax Manager levels looking for a challenging new career move with progression and career development on offer. Job Offer Circa £30,000 - £45,000 dependent on experience and background, negotiable with benefits. Please apply online and for a further confidential discussion to find out more about this opportunity please contact Mark Bailey on .
Dec 18, 2022
Full time
A leading and successful accountancy practice based in Weston-Super-Mare is searching for a Tax Manager to join their team as a key addition. You will progress within this growing business overseeing the delivery of a quality compliance service, whilst also with a significant focus on leading the delivery of wide ranging tax planning and project work. Client Details Based in Weston-Super-Mare the firm has a strong reputation acting for private clients UK based and overseas, HNWIs, Trusts, Directors and other wider ranging individuals, along with providing probate services. Whilst a quality compliance service is a key offering the firm has also has a focus on delivering wider advisory and tax planning and business advice and the right professional will carve a key position advising this firms wide ranging clients with progression and development on offer. The firm offers hybrid working, flexible hours and competitive benefits. Description Joining as Tax Manager, based from the firms Weston-Super-Mare offices with mix of home to office working on offer, you will manage a wide ranging portfolio of compliance tax cases and manage the wider team reviewing their work and supporting their development. The firm has varied clients across - Directors of wide ranging corporate and OMB limited companies, HNWIs, with additional overseas, resident/ non-resident and domicile/ non domicile clients, trusts, probate and other clients. You will be advising on wide ranging tax planning project work across income tax, capital gains tax and inheritance tax for a variety of situations such as residency and domicile questions, land and property transactions, family succession planning and business purchases and sales. The role provides an ideal opportunity for the right tax professional looking to progress and an excellent opportunity for the right professional looking to further their career in tax. Profile You will be either CTA and/or, ATT/ACA/ACCA qualified and you will have developed a tax career within accountancy practice, or within a specialist tax firm. Your experience will have been developed in any mix of Top Tier, Top Ten, 50, larger regional independent firm background, or specialist tax firm and your background will most likely have focused down the personal tax route with a compliance and /or, tax planning skill set alongside this.This is an excellent opportunity for either a highly experienced tax specialist at around the Tax Assistant Manager / Tax Manager levels looking for a challenging new career move with progression and career development on offer. Job Offer Circa £30,000 - £45,000 dependent on experience and background, negotiable with benefits. Please apply online and for a further confidential discussion to find out more about this opportunity please contact Mark Bailey on .
Litigation Paralegal / Litigator Bristol / hybrid The opportunity This firm is a highly regarded firm that has offices in Cardiff and Bristol. The firm is considered as one of the most UK's most innovative and fastest growing firms specialising in all areas of personal injury law including Catastrophic injury cases, Welfare, Trusts, Wills , Court of Protection and probate. The litigation team is set to expand and so this firm are looking for experienced paralegal's/ litigators to join their well-established team. This firm offers a comprehensive induction programme, tailored training programmes, management and leadership training and internal progression opportunities within the team. As a Litigation paralegal, you will be responsible for: Managing a caseload of files accordance with the instructions of the Team Leader. The number of files will depend on the level of seniority, the complexity of the cases and the value thereof This will consist of a balanced caseload of Small Track and potential for Fast Track post litigation work To work within the Firm's standard service levels and / or those applicable to particular client accounts To act in the best interests of the client at all times and to achieve an outcome that is in the client's best interests. To report all potential conflicts of interest to the TM To accurately time record Ensuring that all payments made and received are accurately recorded on the case management system and that the procedures relating to payment of disbursements and damages are followed without exception. Maintaining files Keeping filing and file closures up to date Use the Case Management system properly Proactively managing task list Reporting any complaints to the team manager Reviewing matters once a month Contacting all clients every 28 days To achieve the set KPIs in terms of income generation, settled cases and litigation rates as may be set and reviewed by the Firm from time to time Committing to own personal development Assisting the team manager in the induction, coaching and development of lesser experienced Litigators The experience you will bring to the team: Law degree of equivalent qualifications Legal Executive or exposure of RTA claims in either insurer or solicitor environment Litigation experience essential Experience in fast-track claims desirable Credit hire or EL/PL experience desirable In depth knowledge of liability and quantum issues Excellent communication skills (written and telephone).. Demonstrable commercial awareness. Ability to prioritise work to meet tight deadlines Proven time management ability. Demonstrable negotiation skills. What you will get in return: Competitive salary that is higher than market average Flexible working hours Comprehensive benefits package Season ticket loans Eye care vouchers Save as your earn Pension Scheme Annual leave 25 days Various discounts And more… Are you interested in taking the next step in your career? If you are looking to join a firm who will invest in your personal progression we encourage you to apply by contacting Abbie Lucas on or alternatively send your CV to . Yolk Recruitment is an equal opportunities employer and embraces diversity in our workforce. We employ the best people for the job at hand and actively encourage applications from all qualified candidates, regardless of gender, age, race, religion, sexual orientation, disability, educational background, parental status, gender identity or any other protected characteristic. We champion and celebrate diversity at Yolk allowing our team to bring their whole selves to work. *Please note, whilst we do our best to contact all candidates, due to the high number of applications we receive we cannot guarantee this for every role. If you have not heard anything from us within 7 days of applying - then unfortunately you have been unsuccessful. Please keep an eye on our website for more opportunities.
Nov 30, 2021
Full time
Litigation Paralegal / Litigator Bristol / hybrid The opportunity This firm is a highly regarded firm that has offices in Cardiff and Bristol. The firm is considered as one of the most UK's most innovative and fastest growing firms specialising in all areas of personal injury law including Catastrophic injury cases, Welfare, Trusts, Wills , Court of Protection and probate. The litigation team is set to expand and so this firm are looking for experienced paralegal's/ litigators to join their well-established team. This firm offers a comprehensive induction programme, tailored training programmes, management and leadership training and internal progression opportunities within the team. As a Litigation paralegal, you will be responsible for: Managing a caseload of files accordance with the instructions of the Team Leader. The number of files will depend on the level of seniority, the complexity of the cases and the value thereof This will consist of a balanced caseload of Small Track and potential for Fast Track post litigation work To work within the Firm's standard service levels and / or those applicable to particular client accounts To act in the best interests of the client at all times and to achieve an outcome that is in the client's best interests. To report all potential conflicts of interest to the TM To accurately time record Ensuring that all payments made and received are accurately recorded on the case management system and that the procedures relating to payment of disbursements and damages are followed without exception. Maintaining files Keeping filing and file closures up to date Use the Case Management system properly Proactively managing task list Reporting any complaints to the team manager Reviewing matters once a month Contacting all clients every 28 days To achieve the set KPIs in terms of income generation, settled cases and litigation rates as may be set and reviewed by the Firm from time to time Committing to own personal development Assisting the team manager in the induction, coaching and development of lesser experienced Litigators The experience you will bring to the team: Law degree of equivalent qualifications Legal Executive or exposure of RTA claims in either insurer or solicitor environment Litigation experience essential Experience in fast-track claims desirable Credit hire or EL/PL experience desirable In depth knowledge of liability and quantum issues Excellent communication skills (written and telephone).. Demonstrable commercial awareness. Ability to prioritise work to meet tight deadlines Proven time management ability. Demonstrable negotiation skills. What you will get in return: Competitive salary that is higher than market average Flexible working hours Comprehensive benefits package Season ticket loans Eye care vouchers Save as your earn Pension Scheme Annual leave 25 days Various discounts And more… Are you interested in taking the next step in your career? If you are looking to join a firm who will invest in your personal progression we encourage you to apply by contacting Abbie Lucas on or alternatively send your CV to . Yolk Recruitment is an equal opportunities employer and embraces diversity in our workforce. We employ the best people for the job at hand and actively encourage applications from all qualified candidates, regardless of gender, age, race, religion, sexual orientation, disability, educational background, parental status, gender identity or any other protected characteristic. We champion and celebrate diversity at Yolk allowing our team to bring their whole selves to work. *Please note, whilst we do our best to contact all candidates, due to the high number of applications we receive we cannot guarantee this for every role. If you have not heard anything from us within 7 days of applying - then unfortunately you have been unsuccessful. Please keep an eye on our website for more opportunities.
