Senior Private Client Solicitor
1 month ago
**My client is looking for an experienced Wills and Probate solicitor to join our Team in Harrogate, North Yorkshire.**
**The Role**
- As a Private Client Fee Earner you will handle a varied caseload whilst providing clients with high quality advice. You will be responsible for but not limited to the following matters;
- Wills and estate planning matters
- Lasting Powers of Attorney and registration
- Advising on, and drafting both inter vivos and Will trusts and associated documentation
- Probate matters
- Court of Protection matters
- Limited property work to include DJPs, SEV when connected to private client cases
You will be an experienced Private Client Solicitor and will have managed a caseload of your own. You will have excellent attention to detail and excellent communication skills. You will be expected to take an active role in Networking and business developmentto generate new clients, build successful relationships with referrers of work, as well as maintaining current relationships.
**Skills and Responsibilities**
- 5 years + PQE
- STEP membership (preferable but not essential)
- Provide excellent service to a wide range of clients with an ability to maintain relationships
- Be able to deal with complex matters which may involve deadlines such as deeds of variation, trust work, complex taxable estates etc.
- Be able to manage their own caseload with supervision from head of department and be able to prioritise accordingly
- Experience of dealing with probate matters from start to finish
- Experience of using case management systems such as Isokon or proclaim
- An ability to undertake research tasks independently
- An ability to type where required and familiarity with all Microsoft programs
- Understanding of Will drafting and pitfalls
- Understanding of LPA drafting and registration as well as experience dealing with EPAs
- Ability to undertake a Court of Protection case file from start to finish
- Ability to provide inheritance tax advice as applied to a set of facts
- Understanding of APR given the location of the role
- Ability to draft inter vivos trusts in line with client requirements and provide limited advice regarding the taxation and registration of said trusts.
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