Private Client Partner
6 months ago
ROLE: Private Client Probate Partner with following
LOCATION: Stockport
SALARY: DOE
Hours of work Full time, 9am to 5.30pm, Monday to Friday
Purpose of the job
- To undertake the full spectrum of private client work e.g. Wills, Powers of Attorney, Estate
Administrations and Trusts, and provide a profitable contribution to the group.
- To ensure the successful development of the firm in line with the group and firm business
plans.
Key responsibilities (not an exhaustive list)
- Conduct of matters on behalf of clients accurately, reliably and in accordance with the firm’s quality
and risk management procedures (Lexcel and SRA Code of conduct).
- To generate fee income and ensure proper control of time recording, work in progress, billing
and cash collection in line with agreed targets unless exceptional circumstances apply.
- Take an active part in business development opportunities on behalf of the team and firm.
- Supervision and support of fee earning work undertaken by colleagues to cover absence and
holidays for example.
- Supervision of other fee earning colleagues if required.
- Participation in marketing activities whether on a firm wide, group or office basis.
- Attend clients both in person and on the telephone and to provide such support in a
professional and friendly manner in keeping with the firm’s standards for client care.
- Manage the preparation of correspondence and documents through the case management
system.
- Manage filing in both the paper and Seneca file which may include filing and the opening,
closing, storage and retrieval of client files in accordance with the procedures contained in
the office manual.
- Attendance and participation at group meetings.
- Be effective in developing new work from existing clients and seek new clients for themselves
and others.
- Maintain and nurture an appropriate network of contacts and referrers and endeavour to
promote the firm in your professional and personal life.
- Gain and maintain good IT and telephone skills appropriate to modern legal practice; such
system
Skills & attitude
- In tune with the firm’s mission statement and core values and committed to demonstrating
and developing these.
- A team player within the group and firm as a whole.
- Efficient, well organised, and timely.
- Effective communicator by telephone, face to face and in writing.
Experience
- Admitted as a solicitor or legal executive or equivalent
- Experience and relevant qualifications for the department
- 5 years PQE+
-
Private Client Solicitor
23 hours ago
Stockport, United Kingdom G2 Legal Limited Full timeAn unbelievable position has recently become available for an experienced private client solicitor to join a well-established firm's private client department. Due to continued expansion, the team is now looking to further strengthen The team is looking for a solicitor who is experienced in a range of private client matters, including wills, trusts, probate,...
-
Tax Professional
1 day ago
Stockport, Stockport, United Kingdom Pro-Tax Full timeAbout the RoleAs a key member of our private client team, you will be responsible for managing your own client portfolio and acting as a go-to client contact.You will work closely with the private client partner and wider team to deliver a range of tax planning and advisory needs.
-
Private Client Department Head
4 weeks ago
Stockport, Stockport, United Kingdom Sacco Mann Full timeRole OverviewSacco Mann seeks a highly skilled Senior Private Client Law Expert to lead our private client department in the Stockport office.ResponsibilitiesBroaden business development initiatives and foster local professional networks.Mentor junior staff members within the private client team.Nurture client relationships and address their...
-
Stockport, Stockport, United Kingdom Sacco Mann Full timeLeading law firm seeks a seasoned Private Client Partner to join their thriving Stockport office. As a key member of the team, you will be responsible for driving business growth through effective networking and developing strong relationships with clients.Salaried at £120,000 per annum, this opportunity offers an exceptional chance to progress your career...
-
Private Client Tax Manager
3 days ago
Stockport, United Kingdom Brook Street Uk Full timePrivate Client Tax Manager Paying up to £55,000 (DoE) Stockport based, Hybrid role Relevant UK Work Experience Essential - No Sponsorship Available The Company An award-winning firm of chartered accountants and tax advisers, which is rapidly expanding and as such is developing their Private Client Division.They are forward thinking, giving you the freedom...
-
Stockport, Stockport, United Kingdom Sacco Mann Full timeA distinguished law firm based in Stockport is currently seeking an accomplished Private Client Partner to lead their regional team. This is an exceptional chance to take on new challenges and make a significant impact on the firm's success.We estimate the salary for this role to be around £120,000 annually, taking into account the level of experience...
-
Private Client Solicitor
2 days ago
Stockport, United Kingdom G2 Legal Limited Full timeAn incredible opportunity is available for an NQ-3PQE Private Client Solicitor to join a highly respected L500-ranked and award-winning private client department within a leading firm. We are looking for a solicitor who is keen to be exposed to high level quality work and seeking real career progression, as this is something the team is able to offer to you...
-
Stockport, Stockport, United Kingdom Sacco Mann Full timeStockport-based law firm invites applications from highly skilled Private Client Partners to join their esteemed team. In this challenging yet rewarding role, you will be instrumental in shaping the firm's Private Client practice and driving its growth.The estimated annual salary for this position is £120,000, reflecting the level of experience required and...
-
Private Client Administrator
6 months ago
Stockport, United Kingdom Carlton Mays Full timePrivate Client Administrator | Stockport | c £24K - £28K Neg / DOE We are seeking an experienced Private Client Administrator to join our client in the Client Relations Department at their office in Stockport. You will be supporting the wider team and providing a first class service to all clients. **Duties include**: Act as point of contact for all...
-
Private Client Solicitor
4 days ago
Stockport, United Kingdom G2 Legal Limited Full timeAn incredible opportunity is available for an NQ-3PQE Private Client Solicitor to join a highly respected L500-ranked and award-winning private client department within a leading firm.We are looking for a solicitor who is keen to be exposed to high level quality work and seeking real career progression, as this is something the team is able to offer to you!...
-
Private Client Paralegal
3 days ago
Stockport, United Kingdom G2 Legal Limited Full timeAre you a Paralegal looking to gain further experience within a range of private client matters? Due to recent growth, an opportunity has arisen for you to join a highly respected wills, trusts and probate team in South Manchester. You will be joining a L500 ranked department with extensive knowledge in the senior management team as well as the ability to...
-
Private Client Paralegal
4 days ago
Stockport, United Kingdom G2 Legal Limited Full timeAre you a Paralegal looking to gain further experience within a range of private client matters? Due to recent growth, an opportunity has arisen for you to join a highly respected wills, trusts and probate team in South Manchester.You will be joining a L500 ranked department with extensive knowledge in the senior management team as well as the ability to...
-
Legal Secretary
8 months ago
Stockport, United Kingdom Connectment Full time**Job Title: Private Client Legal Secretary** **Location: Stockport** **Salary: Commensurate with Experience** *** **About the Company**: A well-respected law firm in Stockport, specialising in private client services. Our team is seeking a dedicated and experienced Legal Secretary to provide essential support in our private client department. Job...
-
Private Client Secretary
3 weeks ago
Stockport, Stockport, United Kingdom Alfred Newton Solicitors Full timeAbout the Role:We are seeking an experienced Private Client Secretary for our Stockport head office. This is a fantastic opportunity to join a dynamic team and work as part of a close-knit group. The successful candidate will provide secretarial and administrative support to fee earners, including managing and maintaining files from opening to archiving.The...
-
Senior Private Client Advisor
4 days ago
Stockport, Stockport, United Kingdom Brook Street UK Full timeBecome a part of our dynamic team as a Private Wealth Manager at our award-winning firm of chartered accountants and tax advisers.We are seeking a highly skilled Senior Private Client Advisor to join our rapidly expanding Private Client Division in Stockport and help shape the financial futures of our clients.In this role, you will have the opportunity to...
-
Private Client Tax Manager
3 days ago
Stockport, United Kingdom Brook Street Uk Full timePrivate Client Tax Manager Paying up to £55,000 (DoE) Stockport based, Hybrid role Relevant UK Work Experience Essential - No Sponsorship Available The Company An award-winning firm of chartered accountants and tax advisers, which is rapidly expanding and as such is developing their Private Client Division.
-
Manchester Private Client Manager
4 weeks ago
Stockport, Stockport, United Kingdom Pro-Tax Full timeWe are seeking a Manchester Private Client Manager to join our team at Pro-Tax. As a key member of our team, you will be responsible for managing client relationships and developing tax strategies for private clients in the Manchester area.The successful candidate will have experience working for a UK accountancy firm and a solid understanding of tax laws...
-
Private Client Solicitor
3 days ago
Stockport, Greater Manchester, SK1, Disley, United Kingdom G2 Legal Limited Full timeAn unbelievable position has recently become available for an experienced private client solicitor to join a well-established firm's private client department. Due to continued expansion, the team is now looking to further strengthen!The team is looking for a solicitor who is experienced in a range of private client matters, including wills, trusts,...
-
Private Client Tax Lead
1 day ago
Stockport, Stockport, United Kingdom Brook Street UK Full time £55,000About Us">Brook Street UK is an award-winning firm of chartered accountants and tax advisers, rapidly expanding and developing our Private Client Division. We are committed to delivering exceptional services to high-net-worth individuals, families, entrepreneurs, trusts, and estates.">Key Responsibilities">As a Private Client Tax Manager, you will lead a...
-
Private Client Tax Manager
3 days ago
Stockport, United Kingdom Brook Street Uk Full timePrivate Client Tax Manager Paying up to £55,000 (DoE) Stockport based, Hybrid role Relevant UK Work Experience Essential - No Sponsorship Available The Company An award-winning firm of chartered accountants and tax advisers, which is rapidly expanding and as such is developing their Private Client Division. They are forward thinking, giving you the freedom...