Private Client Associate

3 weeks ago


Royal Tunbridge Wells, United Kingdom Pearson Whiffin Recruitment Full time

Job Title: Private Client Associate

Salary: Up to £65,000 (dependant on experience)

Location: Tunbridge Wells


Overview:

A fantastic opportunity has arisen with my client, an established and supportive law firm with strong ambitions to grow their Private Client team. We are seeking a motivated and career driven associate with strong experience in all aspects of Wills and probate work to join a friendly and collaborative Private Client team that is expanding across all levels this year.


My client offers and highly collegiate, non-hierarchical, and open-minded way of working where you will be encouraged to establish and develop relationships with clients and other professionals as well as to find your own brand within the community.


Duties include:

  • Engage with prospective legal clients, produce matter estimates and pre-instruction documentation as required, follow up enquiries and overcome objections to instruction (or manage same if delegated to others)
  • Produce (or manage the delegated production of) timely, well considered, written advice to clients and the required legal documents to progress and conclude their matter
  • Ensure all aspects of the matter are fully recorded
  • Ensure all necessary communication and actions are taken with third parties and relevant organisations to conclude the matter correctly
  • Exercise high standards of client care in a professional and pleasant manner at all times
  • Ensure effective financial management on files
  • Contribute to business development strategy and identify opportunities to promote the firm both within own work type and other areas


The successful candidate will have/be:

  • 2+ years PQE and prior experience managing a caseload of Private Client matters
  • Knowledge of Wills, Powers of Attorney, and estate administration
  • Ability to manage your workload
  • A confident communicator with excellent client service skills
  • A high degree of efficiency and accuracy
  • Experience in marketing initiatives and promoting services


Package:

  • Up to £65,000 (dependant on experience)
  • Discretionary bonus scheme
  • Excellent additional benefits
  • Hybrid working options


If you feel you meet the above criteria, please apply online for immediate consideration.



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