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Private Client Associate

4 weeks ago

Tunbridge Wells, Kent, United Kingdom Pearson Whiffin Recruitment Full time

Job Title: Private Client Associate

Salary: Up to £65,000 (dependent on experience)

Location: Tunbridge Wells

A prestigious law firm is seeking a highly motivated and career-driven associate to join their expanding Private Client team. The ideal candidate will have strong experience in all aspects of Wills and probate work and be able to establish and develop relationships with clients and other professionals.

Duties:

  • Engage with prospective legal clients, produce matter estimates and pre-instruction documentation as required, follow up enquiries and overcome objections to instruction (or manage same if delegated to others)
  • Produce (or manage the delegated production of) timely, well-considered, written advice to clients and the required legal documents to progress and conclude their matter
  • Ensure all aspects of the matter are fully recorded
  • Ensure all necessary communication and actions are taken with third parties and relevant organisations to conclude the matter correctly
  • Exercise high standards of client care in a professional and pleasant manner at all times
  • Ensure effective financial management on files
  • Contribute to business development strategy and identify opportunities to promote the firm both within own work type and other areas

Requirements:

  • 2+ years PQE and prior experience managing a caseload of Private Client matters
  • Knowledge of Wills, Powers of Attorney, and estate administration
  • Ability to manage your workload
  • A confident communicator with excellent client service skills
  • A high degree of efficiency and accuracy
  • Experience in marketing initiatives and promoting services

Package:

  • Up to £65,000 (dependent on experience)
  • Discretionary bonus scheme
  • Excellent additional benefits
  • Hybrid working options