Private Client Specialist
3 weeks ago
We are seeking a qualified Solicitor or Legal Executive to join our dynamic team as a Private Client Specialist. This is an exciting opportunity for a motivated individual to advance their career in Private Client law, managing a varied caseload and collaborating with regionally and nationally recognised practitioners.
Key Responsibilities:
- Drafting Wills, Powers of Attorney, Declarations of Trusts, and Deeds of Variation.
- Advising clients on inheritance tax planning and estate administration.
- Creating and administering trusts.
- Providing tailored advice on complex client needs, often in collaboration with other teams.
Requirements:
- A minimum of 3-5 years PQE and a solid background in drafting and advisory work.
- Strong IT and case management skills.
- A proactive, solution-oriented mindset and a keen understanding of risk management.
- Confidence in managing your own caseload with minimal supervision.
The Ideal Candidate:
- Experience in estate and tax planning advice.
- Membership of STEP or SFE.
What We Offer:
- A structured induction programme and ongoing support from senior management.
- The opportunity to work in a client-focused, collaborative environment.
- A professional challenge with the satisfaction of making a difference in clients' lives.
Salary: £57,000 - £63,000 per annum, depending on experience, plus a comprehensive benefits package.
Location: Birmingham, where you will be part of a dynamic and growing firm with opportunities for career advancement and professional development.
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