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Legal Adviser, Private Client, Court of Protection Permanent, full time or part time Let us introduce ourselves Our firm has over 200 staff and Partners across our offices and provide advice to the people; you will be joining a firm that prides itself on delivering exceptional service to our clients and to each other, in a friendly and supportive way. We believe that we are stronger together and that our differences make us strong. We know that we are all more effective and perform at our best when we can completely be ourselves, and that the more diverse perspectives we have, the more we are able to learn, grow and thrive. We believe in trusting our people to make the right decisions for themselves, from when and where you work, to how you dress; we focus on outputs. The opportunity This is an exceptional opportunity for a Private Client Legal Adviser with particular court of protection experience to assist in the management of a busy caseload comprising of complex matters including: acquired brain injuries; mental health issues; learning difficulties and the elderly. The caseload consists of deputyship applications; disputed Lasting Powers of Attorney; lifetime gifting and advance decisions and Statutory Wills. These cases typically involve higher asset levels making it complex and varied work for a person with a keen eye for detail. The ideal person will have 5 years' post qualification advising in this area and will have some experience of responding to telephone enquiries from clients, supporting daily financial administration, making deputyship applications, preparing annual deputyship reports as well as producing financial reports and budgets. It is envisaged that this will be a full time role but we are always willing to consider different working patterns. We are looking for someone with ambition and drive to join our team. Your key duties will be to handle a caseload of matters relating to the court of protection working closely with a range of clients to provide fast and pragmatic advice working with marketing strategies to attract new clients and developing relationships with current clients assisting in development opportunities within as well as externally assisting senior team members and delegating appropriate work to paralegals Skills and experience you will have: relevant experience working in a private client department some knowledge of the Mental Capacity Act ability to manage your workload, knowing when to delegate and when to request additional input, to provide the best client service an understanding of clients as our business partners & the importance of knowing what is key for them a willingness to engage in business development ambition, leadership capability and vision to work as a team to grow the business Key competencies you will need: How we work a high degree of initiative and the ability to cope in a demanding environment excellent organisational and prioritising skills the ability to work in a busy but very supportive team excellent communication skills able to demonstrate empathy and compassion How we work We embrace agile working and offer a blended approach to where and how we work. We appreciate that people have different needs and preferences, and we're keen to be flexible, after all, we value what you do, not where you do it. Equal opportunities We encourage people from all backgrounds to apply to join our team. We seek to engage a diverse workforce, focusing on inclusivity and fair treatment for all. We oppose all forms of discrimination and promote equality of opportunity in everything we do. We can make reasonable adjustments for applicants and employees with a disability so please let us know about any specific needs and requirements you have. If you are interested please submit your CV to Tanya Brown Recruitment Group as directed.
Private Client Legal Adviser Permanent, full-time West Sussex Let us introduce ourselves Our firm has over 200 staff and Partners across our Sussex offices and have been providing advice to the people. You will be joining a firm that prides itself on delivering exceptional service to our clients and to each other, in a friendly and supportive way. We believe that we are stronger together and that our differences make us strong. We know that we are all more effective and perform at our best when we can completely be ourselves, and that the more diverse perspectives we have, the more we are able to learn, grow and thrive. We believe in trusting our people to make the right decisions for themselves, from when and where you work, to how you dress; we focus on outputs. The opportunity An exciting opportunity has arisen for an experienced Solicitor or Legal Adviser (5 PQE) to join our busy Private Client Department. The ideal candidate will be self-motivated, able to work independently and proven experience working towards financial targets. You will have a relevant professional qualification and/or equivalent expertise, skills and experience in Wills, Probate, Agriculture and 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. Your key duties will be Engage with prospective legal clients, produce matter estimates and pre-instruction documentation as required, follow up enquiries and overcome objections to instruction (or manage same if delegated to others). Produce (or manage the delegated production of) timely, well considered, written advice to clients and the required legal documents to progress and conclude their matter. Ensure all aspects of the matter are fully recorded in the electronic Peppermint matter file. 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 Ensure effective financial management on files Contribute to business development strategy and identify opportunities to promote the firm both within own work type and other areas Identify opportunities to promote the business through blogs, articles, networking events, specialist knowledge, referrer networks and other means Skills and experience you will have: knowledge of Wills, Powers of Attorney and estate administration ability to manage your workload a confident communicator with excellent client service skills a high degree of efficiency and accuracy active in marketing initiatives and promoting services Key competencies you will need: How we work a high degree of initiative and the ability to cope in a demanding environment excellent organisational and prioritising skills demonstrates compliance with regulatory obligations the ability to work in a busy team contributes to our positive and supportive environment How we work We embrace agile working and offer a blended approach to where and how we work. We appreciate that people have different needs and preferences, and we're keen to be flexible, after all, we value what you do, not where you do it. Equal opportunities We encourage people from all backgrounds to apply to join our team. We seek to engage a diverse workforce, focusing on inclusivity and fair treatment for all. We oppose all forms of discrimination and promote equality of opportunity in everything we do. We can make reasonable adjustments for applicants and employees with a disability so please let us know about any specific needs and requirements you have. If you are interested please submit your CV to Tanya Brown Recruitment Group as directed.