Private Client Solicitor
Key Responsibilites
Fee Earning Work – Drafting and Advising on Wills, Trusts, Lasting Powers of Attorney, Court of Protection and Trust Registration Scheme.
Estate Administration – Managing the administration of estates from initial instruction to finalisation, including application for Grant of Probate and other related estate matters.
Inheritance Tax – Advising on tax implications and estate planning.
Client relations – Maintain and develop relationships with clients, providing clear, practical and empathetic advice to clients.
Financial Targets – Achieve set financial targets and KPI’s.
Compliance – Ensure compliance with relevant laws and regulations including company policies and procedures.
Collaboration – Work closely with and cross refer where possible to other departments. Develop and maintain working relationships with third parties.
Department Growth – Participate in the growth of the department including building the client base and contribute to further marketing and business development activities.
Legal Knowledge – Keep knowledge and CPD up to date in line with practising requirements.
About You
Experience – 2 years PQE in Private Client and of managing own workload. Experience with LEAP legal software an advantage. Candidate must be able to carry out work independently.
Skills – Excellent interpersonal skills, prioritising, planning, written and verbal communication skills. Ability to manage a busy workload.
A full UK driving licence and access to your own vehicle are essential, as occasional travel to nearby offices may be required.
What We Offer
Generous Holiday Package
Company Pension Scheme
Full Time, office based position
Base office located at Solihull with potential of covering work at another local office, workload dependent.
