Private Client Solicitor

Solihull - UK

Monthly Salary: Not Disclosed

Posted on: 2 days ago

Vacancies: 1 Vacancy

Job Summary

A well-established and highly regarded legal practice with over 40 years of history is seeking an experienced and forward-thinking Private Client Solicitor.

This role offers a genuine opportunity to progress into a Head of Department position and to play a key role in the leadership and strategic development of a growing department. The ideal candidate will be motivated commercially aware and passionate about mentoring and innovation within private client work.

What youll be doing:

Meeting with existing and potential clients to provide expert advice on all areas of Wills Lasting Powers of Attorney Trust matters Tax advice and Probate
Liaising with clients and third parties in a professional and compassionate manner
Processing files from start to finish in an effective and timely manner and in line with the companys policies on file management
Opening files and conducting necessary Client Due Diligence and risk management
Ensuring clients are updated and advised at appropriate points in their matter
Providing support to other fee earners when needed and covering when other fee earners in the department are away
Preparing correspondence and documents using in-house software
Managing client ledgers and complying with the Solicitors Accounts Rules
Responsibility for the maintenance of our manual filing systems
Closing files following the relevant processes
Undertaking any specific training when required to do so and overall to have responsibility toward self-improvement
Ensuring confidentiality of all the firms and clients documentation and information at all times
Managing personal billing target

Requirements

What were looking for:

Qualified Solicitor with 57 years PQE in Private Client work
Proven experience handling a broad private client caseload independently
Demonstrable leadership potential and enthusiasm for developing a department
Excellent communication and interpersonal skills
Highly organised methodical adaptable and detail-oriented
Strong time-management and prioritisation skills
High levels of accuracy and efficiency
Strong IT skills particularly Microsoft Office; experience with case management systems is an advantage
Sound knowledge of GDPR and Solicitors Accounts Rules relevant to private client work
Flexible and adaptable approach to work

Benefits

Whats in it for you

Opportunity to shape and grow the role within the firm
Clear progression pathway into a senior or leadership position
Friendly supportive and collaborative working environment
Competitive salary dependent on experience
Stakeholder pension scheme
Private medical insurance
23 days of annual leave plus an additional day for every five years of service

If you are ready to take the next step in your career apply now with your CV and covering letter.

Required Skills:

What were looking for: Qualified Solicitor with 57 years PQE in Private Client work Proven experience handling a broad private client caseload independently Demonstrable leadership potential and enthusiasm for developing a department Excellent communication and interpersonal skills Highly organised methodical adaptable and detail-oriented Strong time-management and prioritisation skills High levels of accuracy and efficiency Strong IT skills particularly Microsoft Office; experience with case management systems is an advantage Sound knowledge of GDPR and Solicitors Accounts Rules relevant to private client work Flexible and adaptable approach to work

A well-established and highly regarded legal practice with over 40 years of history is seeking an experienced and forward-thinking Private Client Solicitor.This role offers a genuine opportunity to progress into a Head of Department position and to play a key role in the leadership and strategic dev...

A well-established and highly regarded legal practice with over 40 years of history is seeking an experienced and forward-thinking Private Client Solicitor.

What youll be doing:

Meeting with existing and potential clients to provide expert advice on all areas of Wills Lasting Powers of Attorney Trust matters Tax advice and Probate
Liaising with clients and third parties in a professional and compassionate manner
Processing files from start to finish in an effective and timely manner and in line with the companys policies on file management
Opening files and conducting necessary Client Due Diligence and risk management
Ensuring clients are updated and advised at appropriate points in their matter
Providing support to other fee earners when needed and covering when other fee earners in the department are away
Preparing correspondence and documents using in-house software
Managing client ledgers and complying with the Solicitors Accounts Rules
Responsibility for the maintenance of our manual filing systems
Closing files following the relevant processes
Undertaking any specific training when required to do so and overall to have responsibility toward self-improvement
Ensuring confidentiality of all the firms and clients documentation and information at all times
Managing personal billing target

Requirements

What were looking for:

Qualified Solicitor with 57 years PQE in Private Client work
Proven experience handling a broad private client caseload independently
Demonstrable leadership potential and enthusiasm for developing a department
Excellent communication and interpersonal skills
Highly organised methodical adaptable and detail-oriented
Strong time-management and prioritisation skills
High levels of accuracy and efficiency
Strong IT skills particularly Microsoft Office; experience with case management systems is an advantage
Sound knowledge of GDPR and Solicitors Accounts Rules relevant to private client work
Flexible and adaptable approach to work