We have an exciting opportunity for a qualified Solicitor to join our well established clients Private Client team on a permanent basis
The Role
We would be interested in hearing from applicants currently working or have worked in a Private Client team. The ideal candidate will be able to demonstrate their organisational skills, meet deadlines and work well under pressure in a team environment, whilst managing client expectation. They will be dealing with a variety of matters covering Wills, Lasting Powers of Attorney, Estate administrations, Applications for Grants of Probate, Submission of Inheritance Tax Returns, Court of Protection matters and Declarations of Trust.
Key Responsibilities
- To take initial instructions from clients and supervise the opening of files through the Office Management System_._
- To deal with client cases from initial instruction to completion under supervision.
- Assist in the supervision and development of support staff.
- Assist in the marketing and development of the department.
- Manage own caseload, under supervision, and see clients in person, remotely and at their homes.
- Time recording all work undertaken.
- Reporting to and receiving and acting upon instruction from the Partners within the Private Client team.
Required Skills and Experience:
- Excellent communication skills are essential.
- Ability to work to tight deadlines, show flexibility and prioritise workloads in a calm and consistent manner.
- Adherence to quality and work management systems.
- Achievement of targets.
- The candidate must be able to work in a friendly but fast paced and professional environment.
- Flexibility in support of other members of staff.
- Attendance at required training courses.
- To maintain Lexcel accreditation including completion of file reviews, CAR's and to follow procedures for case/file management.
- Effective cross selling of services
To apply please send your CV to Kimberley Peterson as directed