Private Client Solicitor

5 months ago


Dudley, United Kingdom Simpson Judge Ltd Full time

**Private Client Solicitor**
**Dudley**
**Salary Range (£42,000 - £75,000+) DOE**
**Hybrid Working**

**The role will involve joining the Private Client department as a Solicitor in the Wealth Preservation team and to deal with the following**:

- Taking Will instructions both alone and alongside more senior colleagues (for more complex matters).
- Preparation of Lasting Powers of Attorney and meeting with clients.
- Supporting initial enquiries in relation to general will enquiries and working to convert these into active instructions.
- Supporting the partners and associates in the Wealth Preservation team with the drafting of more complex wills and in due course settlement deeds and other related trust documentation.
- Working as part of the wider private client team in supporting clients where they require the assistance of the wealth preservation team.
- Efficient administration, billing, and cost recovery to include meeting agreed targets both for self and to support the team in achieving the same.
- Conduct regular reviews of debts, work in progress and disbursements and to understand the importance of good and accurate time recording.
- Personal effectiveness and self-management.
- Good communication, organisational and team skills.
- Good attention to detail
- Flexible and dependable.
- Able to remain calm under pressure and work to tight deadlines.
- Conscientious, approachable, and enthusiastic.
- Able to quickly build confidence, respect, and trust with others.
- A good working knowledge of Microsoft Word, Outlook, Excel, PowerPoint



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