M+A Partners is a progressive Firm of Chartered Accountants, Tax Specialists and Business Advisers. Our Vision is to be the Firm of choice, through our team fulfilling their potential and delivering exceptional client service.
The Role
Do you have a keen interest in Wills and Probate and a desire to develop your career? If so, we have an exciting opportunity for you to join our dynamic team as a Wills and Probate Assistant. You will work closely with our Private Client team assisting in the management of a caseload of private client matters including Wills, Probate and Lasting Powers of Attorney.
This role is available on a full or part-time basis to suit the candidate. Minimum hours required of 25 office-based hours.
Duties include, but are not limited to:
- Drafting documents, correspondence with clients and financial institutions.
- Liaising with clients in person by telephone and taking enquiries.
- Handling sensitive and complex matters in a professional and objective manner.
The Candidate:
- Excellent written and verbal communication skills.
- Ability to demonstrate empathy with clients who have suffered a bereavement.
- Excellent IT skills and proficiency in usual Office 365 – Outlook/Word/Excel.
- A strong work ethic with very good client-handling skills.
- A friendly manner and the ability to work as part of a team.
- Attention to detail, accuracy and thoroughness are essential.
- Flexibility and the ability to prioritise tasks.
- Discretion and confidentiality are essential.
- Proactive and able to use initiative to solve problems.
- A genuine interest in private client matters and a desire to develop your skills in this area.
- Although not essential, hold a valid driving licence.
- Proven experience in a similar role desirable but not essential.
Our Benefits
- Competitive salary and benefits package.
- Opportunity for progression within the Firm.
