Private Client Candidate

Our client is a full-service law firm with a reputation for providing an excellent and outstanding service to clients. An opportunity has arisen for an experienced individual, Solicitor or Paralegal, with at least 2 years’ experience in this discipline, to join their Private Client Team.

The ideal candidate will be self-motivated, able to work independently as well as part of a team. You will have a relevant professional qualification and/or equivalent expertise, skills and experience in Wills, Probate, Estates, Powers of Attorney, Trusts and tax.

Working closely with the Private Client team, you will be undertaking various matters for a range of private clients. This will include, where appropriate, attending client meetings, drafting wills, advising on Declarations of Trust, administering estates, preparing Lasting Powers of Attorney, providing advice on tax and trusts and handling General Affairs files.

A high standard of interpersonal and communication skills are vital, especially in the context of client care and we are looking for someone who has a positive and friendly manner in dealing with clients, referrers and colleagues.

Applications from individuals looking for part time hours would be welcome.

Your key duties will be:

• Provision of a quality service to clients in dealing with the preparation of Wills and tax planning, preparation of Powers of Attorney, administration of trusts and guardianships and the financial affairs of elderly clients and executors in estates.
• Ensure all necessary communication and actions are taken with third parties and relevant organisations to conclude the matter correctly.
• Exercise high standards of client care in a professional and pleasant manner at all times
• Generate satisfactory level of fee income in accordance with set fee income targets, record all time and bill promptly during and/or on completion of transactions.
• Keep up to date with developments in the law and regulatory requirements.
• Take part in regular departmental business meetings.
• Identify opportunities to promote the business.

Key competencies you will need:

• A high degree of initiative and the ability to cope in a demanding environment
• Excellent organisational and prioritising skills
• Demonstrate compliance with regulatory obligations
• The ability to work in a busy team
• Contributes to the positive and supportive environment

In return you will receive:

• A genuinely supportive and collaborative environment working closely with a friendly and experienced legal team.
• The opportunity to work on a wide variety of Private Client matters with an established and growing client base.
• The chance to develop and grow your skills and experience.

Benefits include:

• Competitive salary based on experience
• Friendly working environment
• Parking
• Pension scheme
• Supported training
• You will be provided with both responsibility and support to enable your career to develop and progress

Please get in touch if you would like more information on this role or send us your CV below in complete confidence and we will get back to you.

Legal Southwest will never, without exception, send out your CV without your prior knowledge or consent so please be assured that we treat every application with the utmost confidentiality.