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Private Client Solicitor

4 months ago

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 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:

  • Undertaking a broad range of Private Client legal work, to include Probate, Will drafting, Trust administration and the preparation of Lasting Powers of Attorneys
  • Meeting with Clients to discuss their legal issues and ensuring that all Client requirements are followed through to the appropriate conclusion
  • Maintaining up to date records, communications & documents relating to individual cases on the provided technical/CRM systems
  • Managing an ongoing review service appropriate to the Client’s needs in line with the business’s proposition offering
  • Supporting the acquisition of new clients to ensure that company targets are achieved along with the maintenance of our current client base
  • Retain deceased Clients’ Funds Under Management (FUM) within the Advanced Investment Strategy
  • Partnering 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 presentations
  • Ensure that any business conducted is done so in a responsible and compliant manner, meeting all legislative requirements, both internally and externally.
  • Promote the profile of the business within the profession and wider communities

Experience

Our 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.


Culture

Wills & 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.

Finding 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?

We 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.