Asset Management Solicitor

3 weeks ago

Tonbridge, Kent, United Kingdom Cooper Lomaz Recruitment Ltd Full time
Private Client Solicitor Opportunity

We are seeking a skilled Private Client solicitor to join our busy department in Tonbridge. As a key member of our team, you will be responsible for managing a varied caseload of private client work, including estate and care fees planning, wills and will writing, lasting powers of attorney, court of protection, trusts and trust administration, probate and administration of estates, inheritance tax planning and investments, and charities.

Key Responsibilities:

  1. Manage a caseload of private client files with minimal supervision
  2. Provide expert advice on estate and care fees planning, wills and will writing, lasting powers of attorney, court of protection, trusts and trust administration, probate and administration of estates, inheritance tax planning and investments, and charities
  3. Develop and maintain strong relationships with clients and stakeholders
  4. Stay up-to-date with relevant laws and regulations

Requirements:

  • Strong private client knowledge, particularly in wills, trusts, estates, and tax issues
  • Ability to work independently and manage a caseload of files
  • Excellent client manner, smart appearance, and good technical competence
  • STEP qualification desirable but not essential

What We Offer:

  • Opportunity to work in a busy and varied role
  • Support for career development and studying
  • Competitive salary dependent on PQE

About Us:

Cooper Lomaz Recruitment Ltd is a leading recruitment agency specializing in legal and professional services. We are committed to providing exceptional service to our clients and candidates.

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