Solicitor/ legal executive 2yrs + pqe - Private Client team

Solicitor/ legal executive 2yrs + pqe - Private Client team

• Job Location: Liverpool, Merseyside
• Job Type: Permanent
• Salary: Up to £33000.00 per annum
• Posted on: 27th Feb 2025
• Job Reference: JN -112024-61421_1740663424

This is a varied role in a busy team.

Role Responsibilities

1. Day to day management of Private Client caseload
2. Taking calls and enquiries from clients
3. Updating clients on case progress
4. Communicating with probate registry, courts, HMLR, HMRC, experts and agencies
5. Dealing with clients both in person and remotely where necessary
6. Dealing with administration of estates
7. Proactive in development of new work for the team and working with existing business contacts
8. Work with marketing team, producing blog content in relation to private client work

Candidate Requirements

1. At least two years pqe experience of dealing with HNW Clients, Probate, Wills, Trusts, Estate/Tax Planning and Services for the Elderly (essential)
2. Experience of property work (desirable)
3. Be able to drive and have access to a car (desirable)
4. Have a great work ethic
5. Be a self-starter and always ready to get involved
6. Be organised
7. Be ambitious
8. Have good decision-making skills
9. Confident in dealing with people
10. Work well within a vibrant team
11. Be flexible and able to accommodate client or team needs
12. Have great time management skills and be able to prioritise heavy workloads
13. Experience of Case Management Systems and Laserforms (essential)
14. Experience of Excel spreadsheets (essential)

About Us

We are dedicated to fostering a diverse and inclusive community. In line with our Diversity and Inclusion policy, we welcome applications from all qualified individuals, regardless of age, gender, ethnicity, sexual orientation, or disability. As a Disability Confident Employer, and part of the Nicholas Associates Group, we are committed to supporting candidates with disabilities, and we're happy to discuss flexible working options.

We are committed to protecting the privacy of all our candidates and clients. If you choose to apply, your information will be processed in accordance with the Nicholas Associates Group Privacy Notice.

For more information on this vacancy please contact us on 07856920504.