Caseload Management: You will independently handle a broad range of private client matters, including Wills, Lasting Powers of Attorney (LPAs), tax planning, and probate the role involves managing both grant-only and full estate administration, with cases ranging from simple to highly complex.
Client Service: Delivering exceptional client care is essential, ensuring that all matters are managed with the utmost professionalism and attention to detail.
General
A reputable and well-established law firm in Sheffield is seeking an experienced Private Client Partner to join its team.
Posted by Resource Matters Ltd • £55K/yr to £60K/yr
Basic Up to £60k Package Paraplanning Full client portfolio with on-going advice fees
Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients with substantial on-going advice fees and you will benefit from ongoing lead generation.
Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor.
This role is ideal for a Solicitor with experience in private client matters who is looking to grow and develop their career within a nurturing environment.
This well-established law firm is seeking an ambitious and enthusiastic Wills, Probate, and Private Client Solicitor to join its team.
About the Private Client Solicitor Role
Part-time (21-28 hours per week), with the potential to transition to full-time as the caseload grows.
Assisting with the legal process in conveyancing transactions.
General
As a Conveyancing Assistant, you will play a key role in supporting our legal team, primarily focusing on the middle stages of the conveyancing process (after onboarding and before completion).
You will work on various files, including sales, purchases, freehold, and leasehold transactions, with the opportunity to manage a small caseload with supervision from the Conveyancing Manager.
The ideal candidate will have some knowledge of the conveyancing process - this could be from working in a legal firm or a related industry such as estate agency.
Reed are delighted to be supporting an established legal firm on the search for a new administrative professional to join the team supporting their fee earners.
You will be responsible for a range of duties within this role including secretarial duties and reception cover.