Legal Advisor for Wealth Management
1 day ago
About Us: Our company has an established presence across Shropshire and Wales, offering a range of services to individuals and businesses. We are now seeking a highly experienced Senior Private Client Solicitor to join our team.
Job Summary: As a Senior Private Client Solicitor, you will manage a general caseload of private client matters, primarily working with Trusts, probate, estate administration, wills, and LPAs. You will be responsible for providing expert legal advice to clients, building and maintaining strong relationships, and ensuring the department meets its targets and maintains high standards of service.
Key Responsibilities:
- Managing your own caseload of private client matters
- Supervising and mentoring junior solicitors and paralegals
- Providing expert legal advice to clients, building and maintaining strong relationships
- Ensuring the department meets its targets and maintains high standards of service
- Supporting the firm in business development and growth initiatives
Requirements:
- 2 year+ PQE private client solicitor/ legal executive experience
- Strong knowledge of Asset Protection Trust/Lifetime Discretionary Trusts
- STEP qualification (desirable but not essential)
- Excellent communication and interpersonal skills
- Ability to manage a busy caseload and work to deadlines
- A keen pro-active approach to business development and expanding reputation within the market place
Benefits: This role offers a competitive salary of £45,000-£65,000 DOE, plus benefits including flexible working hours, tech scheme, discretionary bonus scheme, referral incentive scheme, cycle to work scheme, dental and optical cover, 24/7 GP access, complimentary therapy, and long service awards.
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