Private Client Solicitor

4 weeks ago

Oxford, United Kingdom Wills & Trusts Wealth Management Group Full time
Wills & Trusts Solicitors are a licensed practice, focusing on wealth management and estate planning. Having established ourselves over the past few years we are keen to appoint a driven and professional Private Client Solicitor that is keen to make an impact and develop as the business grows. This would be a fantastic opportunity for a qualified Solicitor looking to move away from dated practices such as invoicing clients for units of time, and instead move into a culture where you can use your skills and expertise to deliver a first class service to support your clients needs.

As a Private Client Solicitor you will be specialist in all matters related to Probate and Trusts. A key focus will be to support, advise and guide clients through the Probate process as well as coordinate the collecting in or transferring of Estate assets, paying all liabilities and Inheritance Tax (IHT) and then distributing the net estate to the beneficiaries of the Will (or to the next of kin if there is no Will). You will also be advising our clients in respect of their lifetime and estate planning, including Will drafting, Trust administration and the preparation of Lasting Powers of Attorney.

Primary responsibilities will include:nUndertaking a broad range of Private Client legal work, to include Probate, Will drafting, Trust administration and the preparation of Lasting Powers of AttorneysnMeeting with Clients to discuss their legal issues and ensuring that all Client requirements are followed through to the appropriate conclusionnMaintaining up to date records, communications & documents relating to individual cases on the provided technical/CRM systemsnManaging an ongoing review service appropriate to the Client’s needs in line with the business’s proposition offeringnSupporting the acquisition of new clients to ensure that company targets are achieved along with the maintenance of our current client basenRetain deceased Clients’ Funds Under Management (FUM) within the Advanced Investment StrategynPartnering with our team of Financial Advisers, you will be responsible for managing the technical aspects of financial planning meetings, specifically regarding legal recommendations for Client presentationsnEnsure that any business conducted is done so in a responsible and compliant manner, meeting all legislative requirements, both internally and externally.nPromote the profile of the business within the profession and wider communities

ExperiencenOur ideal applicant will be a qualified Solicitor with relevant Private Client experience, to include Probate, trusts and solid academics. You will be a client focused individual that is passionate about providing a professional service and capable of putting our clients’ needs first during a particularly sensitive time. As you will be responsible for ensuring Wills & Trusts are compliant in line with SRA requirements it is also imperative that you are up to date with relevant legislation and keen to further develop your knowledge and experience.

CulturenWills & Trusts are an organisation that rewards behaviours rather than hours targets. We are committed to developing our people and able to offer exciting future opportunities as we grow the business over the next few years. We are keen to appoint someone with an ambitious attitude who would enjoy working in an open, collaborative and high-growth environment.nFinding the right balance is important, we are happy to consider options that work best for both you and our clients. Whilst you will be required to manage your diary so you can be on-site 2-3 days per week for client meetings, we are happy to offer remote working.

Why should I apply?nWe are firm believers in rewarding our employees for their dedication and commitment towards our vision; as such you will benefit from not only a generous financial package but also support towards your on-going personal and professional development, regular ‘well-being’ activities and days out, holiday entitlement that grows with length of service, your Birthday off and much, much more.

  • Private Client Solicitor

    1 day ago

    Oxford, United Kingdom RG Search Ltd Full time

    Private client Solicitor - OxfordThis very established full service law firm deals with HNW clients and UHNW as well from very modern offices in Oxford City centre.My client is recruiting for Private client solicitor with around 2 yrs years plus experience. You will be working as a Private client solicitor (or could be FiLEX) with good probate administration...

  • Private Client Solicitor

    2 days ago

    Oxford, United Kingdom RG Search Ltd Full time

    Private client Solicitor - Oxford This very established full service law firm deals with HNW clients and UHNW as well from very modern offices in Oxford City centre. My client is recruiting for Private client solicitor with around 2 yrs years plus experience. You will be working as a Private client solicitor (or could be FiLEX) with good probate...

  • Private Client Solicitor

    1 month ago

    Oxford, Oxfordshire, United Kingdom RG Search Ltd Full time

    Private client Solicitor - 5yrs PQE + Hybrid workingThis Oxford practice is leading firm looking to recruit Private client solicitor. This very established full service law firm deals with HNW clients and UHNW.My client is recruiting a private client solicitor with around 5yrs years experience Ideally, in probate work. STEP membership would be a bonus. Wills...

  • Private Client Solicitor

    9 hours ago

    Oxford, United Kingdom RG Search Ltd Full time

    Private client Solicitor - Oxford This very established full service law firm deals with HNW clients and UHNW as well from very modern offices in Oxford City centre. My client is recruiting for Private client solicitor with around 2 yrs years plus experience. You will be working as a Private client solicitor (or could be FiLEX) with good probate...

  • Private Client Solicitor

    2 weeks ago

    Oxford, Oxfordshire, United Kingdom Venn Group Full time

    Position: Private Client SolicitorCompany: Oxfordshire-based Legal 500 firmOur client in Oxfordshire is a well-known Legal 500 firm recognized for their exceptional private client services. They are dedicated to providing top-notch legal solutions while focusing on employee growth and satisfaction.Job Opportunity: They are looking for a Private Client...

  • Private Client Solicitor

    5 days ago

    Oxford, United Kingdom Austen Lloyd Limited Full time

    Private Client Solicitor - Oxfordshire - Legal 500 firm3+ PQEAbout the Role:Join a thriving legal 500 firm based in Oxfordshire as a Private Client Solicitor, focusing on providing high-quality legal services to individual clients. This role offers the opportunity to work within a supportive team environment and to handle a diverse range of private client...

  • Private Client Solicitor

    1 week ago

    Oxford, Oxfordshire, United Kingdom Austen Lloyd Full time

    Private Client Solicitor - Oxfordshire - Legal 500 firm3+ PQEAbout the Role:Join a thriving legal 500 firm based in Oxfordshire as a Private Client Solicitor, focusing on providing high-quality legal services to individual clients. This role offers the opportunity to work within a supportive team environment and to handle a diverse range of private client...

  • Private Client Solicitor

    1 week ago

    Oxford, Oxfordshire, United Kingdom Douglas Scott Legal Recruitment Full time

    Private Client Solicitor (3 years + pqe)Location: Oxford Salary: Up to £65,000Are you an experienced Private Client Solicitor with a passion for providing exceptional legal services? Our client, a highly reputable Legal 500 Law Firm with a well-established presence, is seeking a dedicated and skilled individual to join their dynamic team at their Summertown...

  • Private Client Solicitor

    1 week ago

    Oxford, United Kingdom Douglas Scott Legal Recruitment Full time

    Private Client Solicitor (3 years + pqe)Location: OxfordSalary: Up to £65,000Are you an experienced Private Client Solicitor with a passion for providing exceptional legal services? Our client, a highly reputable Legal 500 Law Firm with a well-established presence, is seeking a dedicated and skilled individual to join their dynamic team at their...

  • Private Client Solicitor

    2 weeks ago

    Oxford, United Kingdom G2 Legal Limited Full time

    Leading Oxfordshire practiceCompetitive SalaryCareer progressionCar Parking, Life Insurance, Healthcare policySocial events throughout the firm, collaborative and collegiate culture A fantastic opportunity has arisen to join a leading firm in Oxford. Our client is currently seeking a Private Client Solicitor to join its Private Client team.The firm take a...

  • Private Client Solicitor

    1 month ago

    Oxford, United Kingdom G2 Legal Limited Full time

    My client is currently looking for a Private Client Solicitor to join the Private Client team in Oxford. The firm generates fees of over £10m and comprises of 120 fee earners across several well-established offices. Performance-related bonus schemeFunding for qualifications and professional membershipsHybrid/flexible working practicesGenerous Pension As a...

  • Private Client Solicitor

    1 month ago

    Oxford, United Kingdom G2 Legal Limited Full time

    My client is currently looking for a Private Client Solicitor to join the Private Client team in Oxford. The firm generates fees of over £10m and comprises of 120 fee earners across several well-established offices. Performance-related bonus schemeFunding for qualifications and professional membershipsHybrid/flexible working practicesGenerous Pension As a...

  • Private Client Solicitor

    3 weeks ago

    Oxford, Oxfordshire, United Kingdom G2 Legal Limited Full time

    My client is currently looking for a Private Client Solicitor to join the Private Client team in Oxford. The firm generates fees of over £10m and comprises of 120 fee earners across several well-established offices.Performance-related bonus schemeFunding for qualifications and professional membershipsHybrid/flexible working practicesGenerous Pension As a...

  • Private Client Solicitor

    1 week ago

    Oxford, United Kingdom G2 Legal Limited Full time

    Leading Oxfordshire practiceCompetitive SalaryCareer progressionCar Parking, Life Insurance, Healthcare policySocial events throughout the firm, collaborative and collegiate culture A fantastic opportunity has arisen to join a leading firm in Oxford. Our client is currently seeking a Private Client Solicitor to join its Private Client team. The firm take a...

  • Private Client Solicitor

    2 weeks ago

    Oxford, United Kingdom G2 Legal Limited Full time

    Leading Oxfordshire practiceCompetitive SalaryCareer progressionCar Parking, Life Insurance, Healthcare policySocial events throughout the firm, collaborative and collegiate cultureA fantastic opportunity has arisen to join a leading firm in Oxford. Our client is currently seeking a Private Client Solicitor to join its Private Client team.The firm take a...

  • Private Client Solicitor

    2 weeks ago

    Oxford, Oxfordshire, United Kingdom Venn Group Full time

    Elevate your legal career with a prestigious firm in Oxfordshire, seeking a skilledPrivate Client SolicitorThis role promises a dynamic work environment where expertise in legal matters is both valued and nurtured.As a Private Client Solicitor within this esteemed practice, the successful candidate will enjoy a comprehensive benefits package, including a...

  • Private Client Solicitor

    2 weeks ago

    Oxford, Oxfordshire, United Kingdom Wills & Trusts Wealth Management Group Full time

    Wills & Trusts Solicitors are a licensed practice, focusing on wealth management and estate planning. Having established ourselves over the past few years we are keen to appoint a driven and professional Private Client Solicitor that is keen to make an impact and develop as the business grows. This would be a fantastic opportunity for a qualified Solicitor...

  • Private Client Solicitor

    1 month ago

    Oxford, Oxfordshire, United Kingdom ENL Legal Recruitment Full time

    PRIVATE CLIENT SOLICITOR, 5+ YEARS PQE, OXFORDSHIRE, £EXCELLENT + BENEFITS - An established firm, offering a supportive and friendly working environment and a genuine work / life balanceJOB REF:5702 This position would suit an experienced Private Client Solicitor who is looking for a new challenge and the opportunity to progress their career within a...

  • Private Client Solicitor

    4 weeks ago

    Oxford, United Kingdom Wills & Trusts Wealth Management Group Full time

    Wills & Trusts Solicitors are a licensed practice, focusing on wealth management and estate planning. Having established ourselves over the past few years we are keen to appoint a driven and professional Private Client Solicitor that is keen to make an impact and develop as the business grows. This would be a fantastic opportunity for a qualified Solicitor...

  • Private Client Solicitor

    2 weeks ago

    Oxford, United Kingdom Wills & Trusts Wealth Management Group Full time

    Wills & Trusts Solicitors are a licensed practice, focusing on wealth management and estate planning. Having established ourselves over the past few years we are keen to appoint a driven and professional Private Client Solicitor that is keen to make an impact and develop as the business grows. This would be a fantastic opportunity for a qualified Solicitor...