Private Client Fee Earner

SaccoMann have been instructed on an excellent opportunity for a Private Client Fee Earner to join a law firm based in Sheffield.

This is a new role and would suit someone with probate management and or/trusts experience.
Sacco Mann are recruiting for a well-known legal firm (with offices in Leeds, Sheffield, Newcastle) who are known for assisting their high-net-worth clients within their Private Client Team.

The company are expanding and are looking for suitable and motivated candidates to join their Sheffield office as a Private Client Fee Earner.

The company offer career development opportunities and work hybrid across their offices and from home.

You will join a leading team of fee earners who specialise in providing advice to private individuals and trustees in respect of probate, estate planning and trust administration.

The role
The Private Client team is of the largest and most successful private client teams outside of London, specialising in complex and high value estates.
You will have the opportunity to run your own caseload and assist with a full range of tasks relating to probate, estate planning, inheritance tax calculations, advising trustees and managing the day to day running of trusts.
Dealing with all aspects of the administration of estates, including collating information on assets and liabilities, preparing applications for grants of representation and short form inheritance tax accounts, drafting basic estate accounts.

Drafting wills and codicils using established precedents.
Drafting powers of attorney, including Lasting Powers of Attorney (both property and financial affairs and health and welfare).
Dealing with all aspects of trust management.
Dealing with correspondence, communicating directly with clients, third parties and professional contacts.
Supporting fee earners in the team, helping them manage their caseloads by dealing with specific delegated tasks.
Ensuring files are managed in compliance with Lexcel procedures.
Keeping abreast of changes in legislation and other regulatory aspects by attending training.

The ideal candidate

Previous private client experience as a paralegal, probate manager or fee earner.
Probate experience is desirable but not essential.
Trust management experience is desirable but not essential.
Strong organisational and administrative skills.
Excellent attention to detail with a methodical and logical approach.
Ability to prioritise demanding workloads effectively and meet deadlines.
Ability to communicate with people at all levels.
Proficient in Microsoft packages e.g.

Word, Excel (and Oyez forms)
Good level of numerical skills


Hybrid Working options.
Excellent holiday entitlement and holiday purchase scheme
Pension scheme
Growing company
Career Development
Monday to Friday working pattern.
Enhanced family friendly benefits
Employee wellness initiatives
Agile working
Social events at the firm throughout the year

How to apply
Please contact Helen at Sacco Mann on 0113 467 9786 to discuss this role further.

Alternatively, please click apply.

  • Location: Sheffield, England
  • Salary: £25000 - £35000 per annum
  • Type: Permanent
  • Recruiter: Sacco Mann
  • Posted: 19-Jan-2024
  • Posted on: