Private Client Solicitor

Legal & Law jobs >> Legal

Negotiable

Permanent

Description

Our client’s private client department offers expert advice on wills, probate, estate planning and trusts. They are seeking a motivated and detail-orientated Private Client Fee-earner with Trusts experience to join their team in Dorking and contribute to their continued success.

Ideally, they are looking at NQ level in Cobham and 5 years + PQE in Dorking.

Company Benefits:

* 25 days Holiday

* 3 Days Christmas / New Year Leave

* Private Medical Cover

* Cash Plan

* DIS & Pension

* Competitive salary and benefits package.

* Opportunity to work with a team of dedicated and experienced professionals.

* Professional development and continuing education opportunities.

* Supportive and inclusive work environment.

Key Responsibilities:

* Provide advice and assistance to clients on various private client matters, including wills, probate, estate administration, trusts, and powers of attorney.

* Manage a caseload, ensuring each case is handled with professionalism and efficiency. Maintain detailed and accurate records of all client interactions and case progress.

* Prepare legal documents, such as wills, lasting powers of attorney, and trust deeds. Ensure all documentation is thorough, accurate, and compliant with legal standards.

* Assist clients with estate planning, including inheritance tax planning and advising on the creation and management of trusts.

* Support the administration of estates, including obtaining grants of probate or letters of administration, dealing with HMRC for inheritance tax matters, and distributing estate assets.

* Maintain high standards of client care, providing clear and practical advice while being sensitive to the needs and concerns of clients, often in difficult personal circumstances.

* Ensure all work is conducted in accordance with relevant legal and regulatory requirements, including the Solicitors Regulation Authority (SRA) guidelines and Anti-Money Laundering (AML) regulations.

* Engage in continuous professional development to keep up to date with changes in private client law and practice.

Experience and Skills Requirements:

* Qualified Solicitor or Chartered Legal Executive, ideally with 5 years + PQE, with a focus on private client law.

* Excellent written and verbal communication skills, with the ability to explain complex legal concepts in a clear and concise manner.

* Strong organisational skills with an eye for detail, ensuring accuracy in all legal documents and communications.

* Ability to build strong client relationships and work empathetically with individuals during sensitive times.

* Familiarity with case management systems and standard office software.

* High ethical standards and professional integrity.

If you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted
  • 1
  • Negotiable
  • None
  • None
  • CV-56353
  • Permanent
  • 2

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