Private Client Solicitor

The purpose of the role is to provide legal services to clients in relation to Wills, Lasting Powers of Attorney, Trusts, and capacity issues including deputyship.

Specialities: Lasting Powers of Attorney, Wills, Probates, Trusts, Court of Protection and Capacity and to assist in the coordination of the team’s activities and achievement of its business objectives.

Main Responsibilities

• Initial consultations and client triage where required;
• Preparation of Wills, advice on Trusts, capacity, Inheritance Tax;
• Advising on Lasting Powers of Attorney, dealing with applications and registrations;
• Advising with respect to Trusts and preparation of appropriate Trust Documents;
• Advising and liaising with clients on probate matters; deputyships;
• Ongoing case management;
• To work within a team to develop the department;
• Networking and business development for workflows;
• Reviewing and managing WIP and client financing in relation to ongoing matters;
• To achieve fees to meet monthly and year-end targets;
• Attend team meetings and courses where appropriate;
• Keep files well organised and property updated in accordance with the firm’s policies;
• To use DPS for all emails, letters, reports and correspondence and ensure other team members use it correctly;
• Utilise PC skills as necessary to carry out the job tasks;
• Record phone calls, enquiries and requests, and handling them when appropriate. Actioning to ensure a response to calls, where necessary;
• Compliance with Company standards and procedures.

The job will require someone who has a proven record of accomplishment in organising their own personal workload and responsibilities; the ability to determine priorities and consistently meet deadlines. The successful candidate is likely to be 2 years+ PQE (or equivalent) and have experience of using multiple systems, collating and analysing data as well as exemplary administration skills.