Private Client Partner
1 week ago
ROLE:
Private Client Probate Partner with following
LOCATION:
Stockport
SALARY:
DOE
Hours of work Full time, 9am to 5.30pm, Monday to Friday
Purpose of the job
- To undertake the full spectrum of private client work e.g. Wills, Powers of Attorney, Estate
- To ensure the successful development of the firm in line with the group and firm business
Key responsibilities (not an exhaustive list)
- Conduct of matters on behalf of clients accurately, reliably and in accordance with the firm's quality
- To generate fee income and ensure proper control of time recording, work in progress, billing
- Take an active part in business development opportunities on behalf of the team and firm.
- Supervision and support of fee earning work undertaken by colleagues to cover absence and
- Supervision of other fee earning colleagues if required.
- Participation in marketing activities whether on a firm wide, group or office basis.
- Attend clients both in person and on the telephone and to provide such support in a
- Manage the preparation of correspondence and documents through the case management
- Manage filing in both the paper and Seneca file which may include filing and the opening,
the office manual.
- Attendance and participation at group meetings.
- Be effective in developing new work from existing clients and seek new clients for themselves
- Maintain and nurture an appropriate network of contacts and referrers and endeavour to
- Gain and maintain good IT and telephone skills appropriate to modern legal practice; such
time, use e-mail, conduct research on the internet and use office facilities and the phone
system
Skills & attitude
- In tune with the firm's mission statement and core values and committed to demonstrating
- A team player within the group and firm as a whole.
- Efficient, well organised, and timely.
- Effective communicator by telephone, face to face and in writing.
- Admitted as a solicitor or legal executive or equivalent
- Experience and relevant qualifications for the department
- 5 years PQE+
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