Private Client Case Handler

Private Client Case Handler

South Shields or Gosforth Up to 50000 Hybrid opportunities available Permanent

Were looking for an experienced and client-focused Private Client Case Handler to join the growing legal team at Sort Group.

This is an excellent opportunity for a skilled Private Client professional to manage their own caseload of matters while delivering exceptional service to clients during some of lifes most important decisions. Youll work with a variety of Private Client matters providing expert guidance and support while ensuring compliance with all regulatory and legal requirements.

Whether you are an experienced Case Handler Fee Earner Paralegal Legal Executive or qualified Solicitor specialising in Private Client work this role offers the opportunity to join a supportive and ambitious organisation with genuine opportunities for progression.

What youll be doing:

• Managing a varied caseload of Private Client matters from instruction through to conclusion
  
• Preparing and advising on Wills Lasting Powers of Attorney and estate administration matters
  
• Assisting clients with Probate and the administration of estates
  
• Liaising with clients beneficiaries financial institutions and third parties
  
• Drafting legal documents correspondence and client reports
  
• Ensuring matters are progressed efficiently and in accordance with agreed service standards
  
• Maintaining accurate records and updating the Case Management System
  
• Delivering excellent levels of client care and communication throughout each matter
  
• Ensuring compliance with all regulatory AML GDPR and internal procedural requirements
  
• Supporting colleagues and contributing positively to the wider Private Client team
  

What were looking for:

• Previous experience handling Private Client matters including Wills Probate and Lasting Powers of Attorney
  
• Ability to manage a caseload with an appropriate level of supervision
  
• Excellent client care and relationship-building skills
  
• Strong organisational skills and attention to detail
  
• Ability to prioritise workload and manage competing deadlines effectively
  
• Excellent written and verbal communication skills
  
• Good IT skills including experience using Case Management Systems
  
• Strong understanding of compliance confidentiality AML regulations and data protection requirements
  
• A professional empathetic and approachable manner
  
• A desire to continue developing within a Private Client environment
  

Qualifications such as CILEX STEP Solicitor qualification or equivalent experience would be advantageous although applications are welcomed from experienced Private Client professionals at a variety of levels.

Where youll be:

This role can be based from any of our offices in South Shields or Gosforth working as part of a collaborative legal team within a growing and innovative legal services group.

Hybrid working opportunities may be available depending on experience and business requirements.

Salary:

Up to 50000 depending on experience

• Ongoing training development and progression opportunities
  

About Sort Group:

Sort Group is a group of forward-thinking businesses operating across legal financial and property services. We are committed to delivering outstanding client service while investing in our people technology and continued growth. Our legal teams play a vital role in supporting clients through important life events with professionalism expertise and care.

If youre an experienced Private Client professional looking to join a supportive and ambitious organisation where your expertise will be valued and your career can continue to grow wed love to hear from you.

Apply now.