Private Client Solicitor or Fee Earner

3 weeks ago

Ulverston Cumbria, United Kingdom Clear IT Recruitment Full time

My client is searching for a Private Client Solicitor or Fee Earner to join their offices based Ulverston, Cumbria. Job purpose:

  • Manage a personal caseload of high net worth and complex administrations.
  • Advise on all aspects of trusts, draft administration and tax issues.
  • Provide technical leadership to ensure organised, client-focused, cost-effective and efficient service delivery.
  • Implementation of best practices and case management standards across through day-to-day support of team members; monthly file reviews in accordance with Lexcel standards; and regular end-effective supervision through discussion and problem resolution.
  • In conjunction with management, develop ongoing business strategies to grow the Wills Trusts & Probate team and revenue streams.
  • Responsibility for achieving individual and collective billing and key performance targets.
  • Collate and provide reports and data as requested by the directors including but not limited to case holdings, turnover, sources of work, income, billing, complaints and resolutions
  • Implement legal and best practice training for the team and create and maintain a source of template letters and documents to support them.
  • To provide appropriate input to ensure the firm retains Lexcel accreditation.
Knowledge required
  • Excellent knowledge of law relevant to wills, trusts & probate
  • Knowledge of relevant statutory duties
  • Competent in the use of Microsoft word and outlook
Experience
  • At least 5 years’ experience of conduct of wills, trusts and probate work
  • Experience of meeting deadlines with a minimum of supervision
  • Direct contact with clients, face to face and over the phone
  • Experience of supervising and mentoring staff
  • Working with electronic case management systems
Benefits
  • Hybrid working can be considered for the right experienced candidate
  • Progression
  • Competitive salary
  • Holiday entitlement of 28 days plus bank holidays and a shut down over the Christmas break.
Should you have any questions or wish to apply please do not hesitate to contact Clear Legal and Financial Recruitment. Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days, please assume your application has been unsuccessful

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