Our client whom we represent are a leading "Top 200" Law Firm and provider of wealth management services, based in Lincolnshire and across the Midlands.
The Legal Exec Role:
You will be a confident, proactive and structured individual who will be experienced in a broad range of matters, to include, but not limited to, the following: -
- Preparation of Wills, including those utilising trusts to assist with more complex family situations.
- IHT/CGT Planning.
- Preparation of Powers of Attorney to include registration of EPAs and LPAs;
- Court of Protection practice.
- Administration of taxable and non-taxable estates;
- Identifying trust administration requirements.
- In addition, you will work with the Department's Marketing Policy to promote and enhance the good reputation and business of the firm.
Key Duties and Responsibilities:
- To provide an ongoing service to existing clients;
- To work with Partners and Fee Earners to develop new business;
- Develop and enhance the department;
- To produce fee income in line with targets and agreed objectives;
- To keep informed of all changes in the Law and Practice in own area of work
- Maintain and enhance up to date legal skills.
- Financial control with particular regard to cash flow control through collection of monies on account and billing procedures.
- Perform fee earning work accurately, reliably and in accordance with the Company's quality and risk procedures.
The Candidate
- An experienced legal executive
- Experienced in all mainstream private client matters to include, Wills, Powers of Attorney and mental capacity issues, Tax Planning, Estate Administration and identifying the benefit and use of Trusts
- Experience with agricultural estates. And High value net worth clients would be an advantage
- Ability to work with confidence, managing own caseload.
- Strong planning and organisational skills.
- Clear understanding of Money Laundering Regulations and Solicitors Account Rules.
- Ability to identify and deal with clients who may have issues with mental capacity.
- Ability to work with confidence, managing own caseload.
- Strong planning and organisational skills.
- Clear understanding of Money Laundering Regulations and Solicitors Account Rules.
- Ability to identify and deal with clients who may have issues with mental capacity