We help people understand their life goals, dreams and objectives, and create an effective financial plan to help achieve them.
We're an award-winning financial planning practice with multiple offices across the North-West and Cheshire.
General
Over the next decade, our aim is to assist 5000 families in attaining financial independence and leaving a legacy, alongside offering fulfilling careers for over 100 team members who resonate with our values.
As a Private Client Solicitor, you will have the opportunity to handle a broad range of Private Client work, specifically with knowledge and experience in matters relating to older and vulnerable clients, particularly in connection with the management of their financial affairs, as well as the preparation of Wills and Trusts for all types of clients.
An exciting opportunity has arisen for a Private Client Solicitor to join a leading law firm in Pudsey.
Key responsibilities
Managing a full and varied caseload of Private Client matters relating to older and vulnerable clients, including the management of their financial affairs and the preparation of Wills and Trusts for all types of clients.
As the successful Private Client Solicitor, you will be managing your own caseload and handle a number of different matters including, but not limited to:
Drafting and advising on a range of wills
This well-established, South Yorkshire based firm is looking for a Private Client Solicitor to join its Sheffield office.
This Legal 500 firm is looking for a Solicitor to join its Private Client department.
The successful Private Client Solicitor will take over an existing caseload of Wills, Trusts and Probate work, and will join an award-winning Private Client team.
It is looking for a Solicitor to come in and hit the ground running, taking over existing files as well as building its own work.
My client is seeking an individual to support its members and other internal staff from a taxation and trust perspective, relevant to the areas of advice undertaken by UK financial advisers.
Record all communication with member firms.
Key Responsibilities
Provide telephone and email assistance that allows individual member queries to be answered promptly, accurately and in a professional understandable manner.