Solicitor - Private Client Specialist

7 days ago

Birmingham, Birmingham, United Kingdom Shakespeare Martineau Full time

**Job Summary**

We are seeking a highly skilled and motivated Solicitor to join our Private Client team at Shakespeare Martineau. As a Solicitor in this role, you will be responsible for providing high-quality legal services to clients on all aspects of wills, trusts, and probate work.

**Key Responsibilities**

  • **Drafting and Advising**: Drafting and advising on both basic and complex trusts, whether created by will or by lifetime gift, including reviewing existing trusts and will structures.
  • **Estate Administration**: Administering estates and trusts ranging in levels of complexity.
  • **Tax Compliance**: Completing IHT 100 and 400 forms competently and confidently.
  • **Client Advice**: Providing advice to clients on all aspects of estate administration.
  • **Capital Taxes**: Providing advice in respect of all capital taxes (and income tax in estates and trusts).
  • **Accounting**: Producing accounts for estates and trusts.
  • **Tax Returns**: Drafting and filing income tax returns for estates and trusts.
  • **Business Development**: Promoting the private client practice with clients and contacts.
  • **Personal Development**: Running a personal business development plan, driving business development within the team and supporting other teams with business development and selling.
  • **Research**: Carrying out legal research.
  • **Lasting Powers of Attorney**: Drafting and registering Lasting Powers of Attorney.
  • **Enduring Powers of Attorney**: Registering Enduring Powers of Attorney.
  • **Trust Documentation**: Drafting documentation for trusts, including declarations of trust, trustees minutes and deeds of appointment and retirement.
  • **Wills**: Drafting wills.
  • **Management of Affairs**: Running management of affairs files where a partner or our Trust Corporation is appointed Attorney or Deputy.
  • **Court of Protection**: Completing applications to the Court of Protection to include the appointment of deputies.
  • **Client Acquisition**: Introducing new clients from own marketing efforts and combining with other team members in marketing efforts.

**Requirements**

  • **Private Client Experience**: A solid background in a wide range of Private Client work, with a particular interest or experience in trusts, tax, or acting for business owners.
  • **Technical Knowledge**: A desire to learn and expand technical knowledge, with the tenacity and drive to seek to give high-quality advice to clients on complex and simple matters alike.
  • **Client Service**: Exceptional client service skills, a caring attitude with a desire to take your responsibilities to our clients seriously, carrying out your role with a high standard of honesty and integrity.
  • **Personality**: A personable, approachable demeanour and with a genuine interest in dealing with individuals and their families and building long-term relationships with clients.
  • **Teamwork**: A desire work as part of a team, helping others progress and achieve goals and sharing knowledge.
  • **Client Meetings**: Experience of running your own client meetings with confidence.
  • **Accounting and Tax**: Experience of preparing estate and trust accounts and tax returns (a competent working knowledge of Excel), with a good level of numeracy.
  • **Teamwork**: Good team working across the Private Client team and other disciplines.
  • **Communication**: Excellent interpersonal and communication skills, being able to adapt your style to communicate effectively with a wide range of clients and fellow professionals.
  • **Initiative**: A high degree of initiative and the ability to cope in a demanding environment.
  • **Client Relationships**: A desire to enhance client relationships through day-to-day activity.
  • **Organisation**: Excellent organisational and time management skills.
  • **File Management**: The ability to manage your own files effectively, take responsibility for the progression of client matters and quality of service.
  • **Costs and Billing**: Experience of providing costs estimates for work and of managing billing, costs reviews and driving cash collection with clients.

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