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Private Client Solicitor

2 months ago

Thame, Oxfordshire, United Kingdom Wills & Trusts Full time

Job Summary:

We are seeking a highly skilled Private Client Solicitor to join our team at Wills & Trusts. As a specialist in Probate and Trusts, you will be responsible for supporting, advising, and guiding clients through the Probate process, coordinating the collection and transfer of estate assets, and ensuring the timely payment of liabilities and Inheritance Tax (IHT).

Key Responsibilities:

  • Meet with clients to discuss their legal issues and ensure that all client requirements are met.
  • Maintain up-to-date records, communications, and documents related to individual cases on our technical/CRM systems.
  • Partner with our team of Financial Advisers to manage the technical aspects of financial planning meetings, specifically regarding legal recommendations for client presentations.
  • Promote the profile of the business within the profession and wider communities.

Requirements:

  • Qualified Solicitor with relevant Private Client experience, including Probate, trusts, and solid academics.
  • Ability to manage your diary and be on-site 2-3 days per week for client meetings.
  • Remote working options available.

About Us:

We are a growing business committed to developing our people and offering exciting future opportunities. If you are a motivated and experienced Private Client Solicitor looking for a new challenge, we encourage you to apply.