Private Client Fee Earner/ Solicitor

1. Fee Earning & Case Management

Manage a varied caseload of Private Client matters, including Wills, Trusts, Lasting Powers of Attorney, Court of Protection matters, and Trust Registration Scheme work.
Ensure all files are progressed efficiently from initial instruction through to completion, maintaining accurate records and case management updates.

2. Estate Administration

Handle the full administration of estates, including applications for Grants of Probate and administration of estates through to finalisation.
Ensure all estate matters are progressed in a timely and accurate manner.

3. Tax & Estate Planning

Advise clients on inheritance tax implications and estate planning strategies.
Provide clear and practical guidance to help clients make informed decisions.

4. Client Communication & Care

Communicate with clients regularly via phone, email, and in person.
Provide clear, professional, and empathetic advice at all stages.
Maintain excellent levels of client service to encourage repeat business and referrals.

5. Financial Performance

Achieve agreed financial targets and KPIs.
Ensure efficient file handling to support billing and overall departmental performance.

6. Compliance & Risk Management

Ensure compliance with all relevant legal and regulatory requirements, including internal policies and procedures.
Maintain high standards of file management and risk awareness.

7. Liaison & Team Collaboration

Work closely with colleagues across departments and support cross-referral opportunities.
Develop and maintain relationships with third parties and professional contacts.

8. Business Development & Department Growth

Support marketing initiatives and actively contribute to the growth of the department.
Assist in building and maintaining a strong client base and referrer network.

9. Professional Development

Keep up to date with legal developments and complete ongoing CPD in line with practising requirements.

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