This role offers the opportunity to manage a varied caseload of private client matters while developing strong client relationships and contributing to the continued success of the department. You will work with a broad client base, providing high-quality, pragmatic advice with appropriate supervision and support from senior colleagues.
Core work includes:
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* Drafting Wills (including more complex Wills)
* Estate administration (taxable and non-taxable estates)
* Lasting Powers of Attorney (LPAs)
* Trust administration and basic trust drafting
* Inheritance Tax planning and advice
* Advising clients with sensitivity and professionalism on often complex or emotive matters
* Running files independently from instruction to completion, subject to supervision where appropriate
* Attending client meetings and building long-term client relationships
* Ensuring compliance with SRA rules, firm policies, and risk management procedures
* Maintaining accurate file management, billing, and time recording
* Supporting and mentoring junior team members where appropriate
* Contributing to business development, networking, and client care initiatives
The ideal candidate will have 2-4 year's PQE in Private Client. You will be conscientious, self-motivated, hardworking and responsive along with excellent communication, organisation and analytical skills. You will be able to work to strict deadlines and timetables, whilst maintaining high standards of quality and accuracy.
Competitive salary and benefits. Flexible working on offer.
Whilst we would love to be able to respond to every application we receive, it is not always possible. If you have not heard from us within 7 working days, please assume that your application has not been successful on this occasion
Salary description
£45000.00 - £50000.00 per year