Private Client Lawyer/Executive Opportunity in Liverpool
6 days ago
Solicitor or Legal Executive with 2-4 years PQE experience sought for a Private Client role in Liverpool.
Role OverviewThis is an exciting opportunity to join a vibrant team as a Private Client Solicitor or Legal Executive, working on high-net-worth client cases and estate planning services. The ideal candidate will have at least two years' PQE experience in dealing with probate, wills, trusts, estate/tax planning, and services for the elderly. Experience of property work is desirable.
The successful candidate will be responsible for managing a caseload, communicating with clients and various stakeholders, and working proactively to develop new business opportunities. They will also contribute to blog content creation in relation to private client work.
Key Responsibilities- Manage a day-to-day caseload of private client matters
- Take calls and respond to enquiries from clients
- Keep clients informed about case progress
- Communicate effectively with the probate registry, courts, HMLR, HMRC, experts, and agencies
- Deal with clients both in person and remotely where necessary
- Administer estates efficiently
- Proactively identify opportunities for new business development and work with existing contacts
- Collaborate with the marketing team to produce blog content related to private client services
- At least 2 years PQE experience in dealing with high-net-worth clients, probate, wills, trusts, estate/tax planning, and services for the elderly (essential)
- Experience of property work (desirable)
- Ability to drive and access to a car (desirable)
- Strong work ethic
- Self-motivation and willingness to get involved
- Excellent organisational skills
- Ambitious mindset
- Good decision-making abilities
- Confidence in interacting with people
- Familiarity with working within a dynamic team environment
- Flexibility to accommodate client or team needs
- Effective time management and prioritisation skills
- Experience with Case Management Systems and Laserforms (essential)
- Proficiency in Excel spreadsheets (essential)
Nicholas Associates Group is committed to fostering a diverse and inclusive community. We welcome applications from qualified individuals regardless of age, gender, ethnicity, sexual orientation, or disability. As a Disability Confident Employer, we are dedicated to supporting candidates with disabilities and exploring flexible working options.
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