Private Client Solicitor

3 weeks ago

London Area, United Kingdom Ortus Group Full time

Ortus Group have been retained by a top city law firm to attract an ambitious, professional Private Client Associate (2 - 5 year PQE) to join the firm's large and expanding Tax, Trust & Estate Planning team which sits in the wider Private Client Services department. The firm is recognised in the Legal 500 & Chambers for the work they do in this space which makes this an incredible opportunity for a hungry up and coming Private Client Solicitor.


The team acts for a wide range of high and ultra-high net worth individuals and families. The legacy client base has historically been predominately from the UK, with perhaps 40% representing international work. Increasingly though the work is being generated from international sources, including a Geneva office. The work ranges from trust and probate administration, to advising on inheritance, capital gains and income tax mitigation, preparing wills, creating trusts, drafting and dealing with lasting powers of attorney and the affairs of incapacitated, charity administration and advice, and the full range of Private Client services. Much of the work has a large tax component, both domestic and international.


Purpose of Role

The Associate for the Tax & Estate Planning Team will actively assist in developing the practice by working mainly on their own files, and with others on larger matters. In accordance with the general practice of the firm, they will have ample operational independence, professional responsibility and client contact, but will also benefit from constant support and encouragement from other members of the Department, at all levels, including supervision from highly experienced partners, ready access to a Legal PA, and the opportunity to delegate work to and secure support from a trainee.


Responsibilities

To be responsible, under the supervision of the partner, for the day-to-day running of matters and to:

  • Provide a high level of client service
  • Carry out work expeditiously and to a high professional and commercial standard
  • Assist in the supervision of trainee solicitors
  • Comply with the continuing education requirements of the SRA and, over and above those requirements, to ensure that adequate training is undertaken to keep up to date with changes in the law
  • Capable of producing competent advice promptly and within budget
  • Ensure that all time spent on any matter is recorded and that recorded time is monitored regularly and billed promptly
  • Able and willing to become involved and assist in all matters, including administration
  • Contribute to knowledge management and the pursuit of excellence and efficiency
  • Consolidate the relationship with clients and actively seek to market the services of the department and the wider firm to clients and potential clients


Person specification

  • Able to demonstrate competence in all areas of inheritance, trust and taxation, (particularly onshore and offshore tax and estate planning issues)
  • Able to demonstrate good drafting skills
  • Able to form good working relationships with clients, colleagues and other professional at all levels of seniority
  • A people-person, with emotional intelligence who is assured, professional and confident in ability
  • Demonstrate a keen interest in business development and willingness to become involved in departmental marketing initiatives
  • Able to demonstrate the qualities of an enthusiastic team player
  • Demonstrate behaviours in line with the firm’s values and expectations



Benefits

  • 25 days annual leave (plus Bank Holidays)
  • Contributory Pension Scheme
  • Private Medical Insurance
  • Season Ticket Loan
  • Death in Service Benefit
  • Hybrid working, 3 days in the office, 2 remotely
  • Competitive city salary

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