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Private Client Fee Earner

4 months ago

Launceston, United Kingdom Achieve Professionals Full time

Achieve Professionals are seeking a fee earner with 2 years + experience in managing a Private Client caseload.

Position: Private Client Fee Earner Location: Axminster, Honiton, Sidmouth, Launceston, Exeter, Newton Abbot, Paignton

Qualifications & Experience:

  • 2+ years experience of managing a private client caseload
  • Experience in the area of Will drafting, lifetime IHT and CGT advice for high net worth individuals
  • Some experience in advising on and drafting trusts preferably to include Disabled Persons Trusts and advice regarding collapsing of trusts
  • Solid working knowledge of advising clients who have agricultural and or/ business assets (or willing to develop)
  • Experience in advising on domicile and related issues
  • Aware of current issues and updates

Skills & Attributes

  • Professional, organised, competent, enthusiastic and ambitious
  • Produce high quality service
  • Access to own transport for work use for the purposes of home visits and inter office travel on occasion
  • Maintain excellent file administration and work successfully with other Lawyers and support staff
  • Experience of working independently in the area of private client will be essential
  • A willingness to support and develop other lawyers within the team would be encouraged
  • An interest in the promotion and development of the firm including maintaining its high reputation

Benefits:

  • Access to mentors and colleagues to offer support
  • Competitive salary
  • Flexibility
  • Fantastic benefits package
  • Generous holiday entitlement

    Achieve Professionals are seeking a fee earner with 2 years + experience in managing a Private Client caseload.

    Position: Private Client Fee Earner Location: Axminster, Honiton, Sidmouth, Launceston, Exeter, Newton Abbot, Paignton

    Qualifications & Experience:

    • 2+ years experience of managing a private client caseload
    • Experience in the area of Will drafting, lifetime IHT and CGT advice for high net worth individuals
    • Some experience in advising on and drafting trusts preferably to include Disabled Persons Trusts and advice regarding collapsing of trusts
    • Solid working knowledge of advising clients who have agricultural and or/ business assets (or willing to develop)
    • Experience in advising on domicile and related issues
    • Aware of current issues and updates

    Skills & Attributes

    • Professional, organised, competent, enthusiastic and ambitious
    • Produce high quality service
    • Access to own transport for work use for the purposes of home visits and inter office travel on occasion
    • Maintain excellent file administration and work successfully with other Lawyers and support staff
    • Experience of working independently in the area of private client will be essential
    • A willingness to support and develop other lawyers within the team would be encouraged
    • An interest in the promotion and development of the firm including maintaining its high reputation

    Benefits:

    • Access to mentors and colleagues to offer support
    • Competitive salary
    • Flexibility
    • Fantastic benefits package
    • Generous holiday entitlement