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Private Client Solicitor

2 months ago

Ipswich, Suffolk, United Kingdom Reed Full time
About the Role

We are seeking a highly skilled and experienced Private Client Solicitor to join our team at Reed. As a key member of our Private Client department, you will be responsible for delivering top-tier will writing and power of attorney services to our clients.

Key Responsibilities
  • Service Delivery: Oversee the delivery of will writing and power of attorney services, ensuring compliance with industry standards and regulations.
  • Estate Administration: Navigate the complexities of estate administration, including the management of trusts and distributions.
  • Technical Support: Provide bespoke technical support across the business, identifying opportunities for service enhancement and improvement.
  • Client Reviews: Conduct thorough reviews of existing wills, LPAs, and trust arrangements, providing peace of mind and clarity to clients.
  • Appointment Registration: Lead the charge in registering and supervising appointments under Enduring Powers of Attorney, safeguarding client interests.
  • Trust Administration: Administer trusts with precision, managing distributions with empathy and expertise following the loss of a lifetime beneficiary.
  • Training and Development: Craft and deliver comprehensive training workshops, fostering a culture of continuous learning and professional growth within the team.
Requirements
  • A minimum of 5 years' experience in managing Wills, LPAs, and Estates.
  • A full UK driving licence and readiness to travel for client and estate visits.
  • Membership in the Society of Trust & Estate Practitioners (STEP).
  • A deep understanding of the legal framework surrounding Wills and LPAs, coupled with experience liaising with the OPG and Court of Protection.
  • Insightful knowledge of post-death tax planning strategies.
  • Exceptional interpersonal skills to support families during sensitive times.
  • Proficiency in trust law, taxes, and accounting principles.
  • A self-starter with the drive to work independently and prioritise effectively.
  • A strategic thinker with an eye for identifying and nurturing new business avenues.
What We Offer
  • A competitive salary that reflects your expertise and contribution.
  • Opportunities for career progression and professional development.
  • A collaborative and supportive work environment.
  • A role that offers variety and the chance to make a significant impact in the lives of our clients.