Solicitor for Private Client Services

6 days ago


Stroud, Gloucestershire, United Kingdom Number Fifteen Recruitment Full time
About the Role

We are seeking a dedicated Solicitor specializing in Private Client Services to join our esteemed team at Number Fifteen Recruitment. This position offers a unique opportunity to engage in a well-established role within our Private Client Department.

  • Key Responsibilities:
    • Drafting and executing Wills tailored to client needs.
    • Managing the administration of Estates for both corporate and individual clients.
    • Providing expert advice on Lifetime and Post-Death Tax Planning.
    • Facilitating Lasting Powers of Attorney and related documentation.
    • Handling Court of Protection Orders with diligence.
  • Professional Development: This role presents an excellent opportunity to enhance your skills and contribute to the growth of a forward-thinking and expanding firm.
  • Marketing Involvement: You will also play an active role in the firm’s marketing initiatives, including article writing, public relations, business development, and networking activities.
Candidate Requirements
  • Approximately 3 years of Post-Qualification Experience (PQE).
  • Preferred qualifications include STEP or SFE, though not mandatory.
  • Proficient understanding of Will preparation, including asset protection and tax mitigation strategies.
  • Knowledge of inheritance, capital gains, and income tax principles as they relate to estate planning.
  • Experience with trust formation, administration, and taxation, as well as estate administration and deeds of variation.
  • Expertise in preparing and registering Lasting Powers of Attorney, particularly for elderly clients.
  • Strong organizational skills and the ability to manage a demanding workload efficiently.
  • Exceptional written communication skills, utilizing clear and correct grammar.
  • A collaborative team player with a balance of technical proficiency and commercial insight.
  • Proficient in IT and possess strong interpersonal skills.
Benefits
  • Generous annual leave of 24 days plus Bank Holidays.
  • A range of employee benefits, including Life Assurance, Opticians Scheme, Staff Discounts, and a Christmas Saving Club.

For further information, please refer to the Job Analysis available on our website.



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