My client is searching for a Private Client Solicitor or Fee Earner to join their offices based Ulverston, Cumbria.
Job purpose:
- Manage a personal caseload of high net worth and complex administrations.
- Advise on all aspects of trusts, draft administration and tax issues.
- Provide technical leadership to ensure organised, client-focused, cost-effective and efficient service delivery.
- Implementation of best practices and case management standards across through day-to-day support of team members; monthly file reviews in accordance with Lexcel standards; and regular end-effective supervision through discussion and problem resolution.
- In conjunction with management, develop ongoing business strategies to grow the Wills Trusts & Probate team and revenue streams.
- Responsibility for achieving individual and collective billing and key performance targets.
- Collate and provide reports and data as requested by the directors including but not limited to case holdings, turnover, sources of work, income, billing, complaints and resolutions
- Implement legal and best practice training for the team and create and maintain a source of template letters and documents to support them.
- To provide appropriate input to ensure the firm retains Lexcel accreditation.
Knowledge required
- Excellent knowledge of law relevant to wills, trusts & probate
- Knowledge of relevant statutory duties
- Competent in the use of Microsoft word and outlook
Experience
- At least 5 years' experience of conduct of wills, trusts and probate work
- Experience of meeting deadlines with a minimum of supervision
- Direct contact with clients, face to face and over the phone
- Experience of supervising and mentoring staff
- Working with electronic case management systems
Benefits
- Hybrid working can be considered for the right experienced candidate
- Progression
- Competitive salary
- Holiday entitlement of 28 days plus bank holidays and a shut down over the Christmas break.
Should you have any questions or wish to apply please do not hesitate to contact Clear Legal and Financial Recruitment.
Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days, please assume your application has been unsuccessful.