Private Client Solicitor

1 month ago

Harrogate, United Kingdom Cooper Lomaz Recruitment Full time

Senior Private Client Solicitor

The Harrogate based firm is a thriving and expanding law practice committed to serving individuals and businesses with an enviable client base, who are looking for an experienced Wills and Probate solicitor to join our Team.

The Role

As a Private Client Fee Earner you will handle a varied caseload whilst providing clients with high quality advice. You will be responsible for but not limited to the following matters;

  • Wills and estate planning matters
  • Lasting Powers of Attorney and registration
  • Advising on, and drafting both inter vivos and Will trusts and associated documentation
  • Probate matters
  • Court of Protection matters
  • Limited property work to include DJPs, SEV when connected to private client cases

Candidate

You will be an experienced Private Client Solicitor and will have managed a caseload of your own. You will have excellent attention to detail and excellent communication skills. You will be expected to take an active role in Networking and business development to generate new clients, build successful relationships with referrers of work, as well as maintaining current relationships.

Skills and Responsibilities

The ideal candidate will have:

  • 5 years + PQE
  • STEP membership (preferable but not essential)
  • Provide excellent service to a wide range of clients with an ability to maintain relationships
  • Be able to deal with complex matters which may involve deadlines such as deeds of variation, trust work, complex taxable estates etc.
  • Be able to manage their own caseload with supervision from head of department and be able to prioritise accordingly
  • Experience of dealing with probate matters from start to finish
  • Experience of using case management systems such as Isokon or proclaim
  • An ability to undertake research tasks independently
  • An ability to type where required and familiarity with all Microsoft programs
  • Understanding of Will drafting and pitfalls
  • Understanding of LPA drafting and registration as well as experience dealing with EPAs
  • Ability to undertake a Court of Protection case file from start to finish
  • Ability to provide inheritance tax advice as applied to a set of facts
  • Understanding of APR given the location of the role
  • Ability to draft inter vivos trusts in line with client requirements and provide limited advice regarding the taxation and registration of said trusts.

We have a varied client base which includes local and high net-worth individuals and large Probate Estates in excess of £1 million. The caseload covers the full spectrum of Private Client matters. This includes simple and complex Wills, Trust matters including living trusts, tax matters and more.

In addition to the broad-ranging caseload, the firm also offers a great working environment. You will be working in a collaborative, friendly environment among people who will really support you. A genuine interest will be taken in your development and career progression, meaning you can really establish yourself within this firm. Ideally the candidate should have solid experience in all areas of Wills, Trusts and Probate and a strong team ethic.

Benefits

  • Salary based on experience
  • Annual Leave - 25 days + statutory holidays
  • Pension scheme
  • On-site parking
  • Remote working options

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