Private Client Solicitor
3 days ago
Private Client Solicitor - Rotherham
We are currently working closely with a well-established Rotherham based practice who have a long standing reputation in the private client field across South Yorkshire. The department has grown steadily over the last few years and is now looking to add anadditional team member to assist in future growth.
Key requirements:
- Ability to work with confidence, managing own caseload.
- Strong planning and organisational skills.
- Clear understanding of Money Laundering Regulations and Solicitors Account Rules.
- Ability to identify and deal with clients who may have issues with mental capacity.
- Ability to work on own initiative and under pressure
- Excellent communication skills
- Strong IT skills
- Friendly and approachable with a professional manner
Key Duties & Responsibilities include:
- Preparation of Wills, including those utilising trusts to assist with more complex family situations;
- IHT/CGT Planning;
- Preparation of Powers of Attorney to include registration of EPAs and LPAs;
- Court of Protection practice;
- Administration of taxable and non taxable estates;
- Trust administration
- To provide an ongoing service to existing clients;
- Develop and enhance the Wills, Trusts and Probate Department;
- To keep informed of all changes in the Law and Practice in own area of work
- Maintain and enhance up to date legal skills.
- Perform fee earning work accurately, reliably and in accordance with the firms quality and risk procedures
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