Birmingham: Private Client (Senior Associate) Solicitor. £60-80,000 DOE.
Our client, an independent regional law firm, is seeking a talented and client-focused Private Client Solicitor to join their team. As an employer of choice, our client values enthusiasm, personality, and a strong commitment to delivering exceptional service to clients. They offer a collaborative and supportive environment where individuals can grow their careers.
Role Purpose:
As a Private Client Solicitor, your main responsibilities will include:
- Preparation of all types of wills to include wills to absorb qualifying business assets and agricultural assets and to have a good understanding of the role of trusts for asset protection purposes.
- Reviewing existing estate planning documentation to include both lifetime trusts and will structures and advise in connection with the suitability of the same.
- Possessing a good working knowledge of inheritance tax together with a good understanding of capital gains tax in the context of individuals and trusts.
- The ability to support the partners to advise on pilot trusts associated with pension planning and life policies.
- Ideally but not essential, experience of dealing with business trusts.
- Preparation and advising in connection with Lasting Powers of Attorney and old style Enduring Powers of Attorney. Some experience of dealing with Lasting Powers of Attorney for business owners would be an advantage.
- Supporting the partners in dealing with the termination of trusts.
- Providing general support to the partners and other members of the wealth team with regard to drafting documentation.
- Supporting the review of the firm's Will Bank.
Key Responsibilities:
- Working as part of the wider private client team in supporting clients where they require the assistance of the wealth preservation team.
- Providing appropriate supervision and support to more junior team members with regard to their wealth caseloads to include contributing to the bi-monthly file reviews.
- Efficient administration, billing and cost recovery to include meeting agreed targets both for self and to support the team in achieving the same.
- Conducting regular reviews of debts, work in progress and disbursements and to understand the importance of good and accurate time recording.
- Assisting in the implementation of the departmental business plan and the firm's business plan as well as contributing towards the wealth business plan.
- Keeping up to date with changes and developments in the law as part of continuing professional development.
Person Specification:
- High level of attention to detail.
- Great communication skills both verbally and written.
- Confident to take responsibility and lead on client matters.
- Able to deliver work in line with deadlines in a busy environment.
- Uphold an excellent reputation and serve as a role model to others.
- Maintain a strong profile, network and continue to establish a reputation within the business community.
- Complies with all requirements of the SRA code and firm accreditations.
- Ideally STEP qualified.
Other Information:
Our client offers hybrid working arrangements whenever possible, promoting flexibility and inclusiveness. They believe in a "dress for your diary" approach, allowing employees to dress appropriately for their daily tasks. Additionally, our client is open to discussing flexible working options.
If you are a talented and driven Private Client Solicitor looking to take your career to the next level, our client offers a unique opportunity to grow within a supportive and reputable organisation. Apply now and become part of their team, contributing to their vision of making a positive impact on their people, clients, business partners, and community.
LHH is an employment consultancy that believes in talent, not labels. It is important to us that we run inclusive recruitment processes to support candidates of all abilities and encourage applicants of all backgrounds and perspectives to apply. LHH is committed to building an inclusive, supportive environment to enable candidates to explore the next steps in their careers. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.