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Private Client Fee Earner

Lloyd Recruitment - Epsom

Greater London

On-site

GBP 60,000 - 80,000

Full time

30+ days ago

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Job summary

An established firm is looking for a Private Client Fee Earner to join their dedicated team. In this role, you will manage diverse private client matters such as trusts, wills, and probate cases, with a strong emphasis on providing exceptional service. You will collaborate with a supportive team of solicitors and partners, ensuring clients receive expert advice in a professional manner. This position is ideal for qualified or newly qualified individuals eager to advance their career in private client law. Join a forward-thinking organization that values your growth and expertise while making a meaningful impact in clients' lives.

Qualifications

  • Experience in private client matters, especially wills, trusts, and probate.
  • Strong client-facing and business development skills required.

Responsibilities

  • Manage a range of private client matters including trusts and wills.
  • Engage directly with clients, providing exceptional service.

Skills

Client-facing skills
Business development skills
Technical ability
Interpersonal skills
Self-starter

Education

Qualified in Private Client Law
NQ (Newly Qualified)

Tools

Document management systems
IT skills

Job description

Private Client Fee Earner


We are seeking a new colleague(s) to join an established Private Client team of 4, with exceptional back up from their legal administration and paralegal teams who have been with them for a number of years. Due to current structure and future growth plans, consideration can be given to qualified and NQ individuals.


Responsibilities:

  1. Managing a range of private client matters, including trusts, wills, probate, inheritance tax, and power of attorney cases.
  2. Currently, there is a greater emphasis on probate cases - both taxable and non.
  3. Advising on inheritance tax issues.
  4. Overseeing estate administration.
  5. Collaborating with an experienced team of solicitors and partners in your field, as well as cross-referring to promote the group's full range of services.
  6. Engaging directly with clients, providing exceptional service and advice in a professional and approachable manner.
  7. Receiving full support to develop your expertise further.
  8. Attending and hosting client meetings and managing appointments independently.

Requirements:

  1. Qualified or recently qualified with experience gained from within private client matters, particularly in wills, trusts, probate, and inheritance tax.
  2. Strong client-facing skills and a genuine passion for private client law.
  3. Self-starter with the ability to work under own initiative.
  4. Commercially astute with demonstrable business development skills.
  5. Excellent technical ability.
  6. Strong IT and document management skills.
  7. Excellent interpersonal skills.

For this specific opportunity, we are only able to consider applications from individuals with Private Client experience.


Unfortunately, due to high numbers of applications, we are only able to respond to shortlisted applicants. If you have not heard from us within 5 days, please assume that you have not been shortlisted on this occasion.


By applying for this vacancy, you accept Lloyd Recruitment Services Privacy and GDPR Policy which can be found on our website and therefore gives us consent to contact you.


Lloyd Recruitment Services are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer.


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