Private Client Lawyer | Hybrid working

4 weeks ago

England, 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.
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
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
Promote the profile of the business within the profession and wider communities
Our ideal applicant will be a qualified Solicitor with relevant Private Client experience, to include Probate, trusts and solid academics. We are committed to developing our people and able to offer exciting future opportunities as we grow the business over the next few years. 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.
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.
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