Private Client Solicitor

Responsibilities:

• The successful candidate will be responsible for advising on and preparing wills, powers of attorney, and trusts as well as providing non-regulated tax planning advice and handling probate matters.
• Draft and review wills, trusts, and other legal documents to accurately reflect clients’ intentions and ensure their assets are protected.
• Assist clients in estate planning, identifying tax-efficient strategies, and minimizing inheritance tax liabilities.
• Administer and manage trusts and estates, ensuring compliance with legal requirements, resolving any disputes or complications, and distributing assets as per clients’ wishes.
• Handle probate matters, including applying for grants of representation, valuing assets, settling debts, and finalizing the distribution of estates.
• Collaborate with other legal professionals, such as tax advisors and financial planners, to provide holistic solutions for clients’ wealth management needs.
• Build and maintain strong relationships with clients, offering a personalized and responsive service, and proactively identify opportunities to further assist them.
• Keep up-to-date with changes in relevant laws, regulations, and industry trends, and share knowledge with colleagues to enhance the firm’s expertise.
• Actively contribute to business development initiatives, including networking, attending conferences, and participating in marketing activities to attract new clients and expand the firm’s private client practice.
• Maintain accurate and up-to-date records of client interactions, case progress, and billing information using the firm’s practice management systems.

Requirements:

• Proven experience as a Private Client Solicitor, with a minimum of 2 years of post-qualification experience in a reputable law firm or private practice. Alternatively, suitably experienced fee earners will also be considered.
• In-depth knowledge of private client law, including wills, trusts, estate planning, tax, and probate legislation and procedures.
• Strong analytical and problem-solving skills, with the ability to provide creative and pragmatic legal solutions.
• Excellent drafting and negotiation skills, with meticulous attention to detail.
• Outstanding client management and interpersonal skills, with the ability to establish trust, empathise, and communicate complex legal concepts clearly and concisely.
• High level of professionalism, integrity, and discretion when handling sensitive and confidential client matters.
• Ability to work independently and efficiently, managing a diverse caseload and meeting deadlines.
• A proactive and commercial mindset, with a demonstrated ability to identify and pursue business development opportunities.
• Proficiency in using legal research tools, case management software, and Microsoft Office Suite.

Benefits:

• Excellent remuneration package- Basic Salary up to £40,000 (DOE) plus bonus. This can be negotiated for the right person.
• Supportive work environment with ample opportunities for professional growth and career development.