Private Client Solicitor

8 hours ago


lincolnshire, United Kingdom Duncan & Toplis Full time
Job Description

Private Client Solicitor - Newly Qualified

Grantham


At Duncan & Toplis, we are recognised as a trusted, and one of the largest independent firms of accounts in the UK. Winners of the Professional Services Firm of the Year 2023, With 11 offices located across the East Midlands, our services include accountancy, tax and business advice, audit, HR, marketing and sales, payroll, wealth management, legal and probate, IT solutions, and support for international trade.


We are an award-winning company with a reputation for dedication, commitment, and attention to detail, offering real value to our clients.


We are looking for a Private Client Solicitor to join our growing Legal Services team.

Duncan & Toplis develop talent and encourage ambitious individuals to progress their careers and expand their professional and personal development, whilst always ensuring we put our values – Trust, Strength, Direction, and Value – at the forefront of everything we do.


We’re looking for talented people like you.

The ideal candidate can be a trainee solicitor or a qualified solicitor, covering mainly wills, lasting powers of attorney and inheritance tax planning files. We are flexible on PQE for the right person.


Your responsibilities

Here's a bit more on what you can expect to be doing day-to-day:

  • Drafting legal documents.
  • Managing own workload of wills, lasting powers of attorney and inheritance tax planning files
  • Working on probate matters, submitting IHT paperwork to HMRC and the Probate Registry
  • Communicating with clients and third parties via email, letter and telephone.
  • Assisting paralegals and secretary in the team with queries.
  • Meeting with clients to provide advice in relation to different areas of Private Client law.
  • Liaising with colleagues internally regarding client matters.
  • Ensure the client work is progressed in a timely manner and that clients are regularly informed on progress and on costs.
  • Play a key role in business development.


About you

We think you’ll need the following experience and qualifications to succeed in

the role:

  • You have hands on wills, lasting powers of attorney and inheritance tax planning files.
  • Thorough understanding of probate matters, probate registry and IHT
  • Teamwork and critical, collaborative thinking
  • Accuracy of work and effectiveness
  • Excellent communication skills, both verbal and written
  • Engage with formal training, including on the job training.
  • You are based in the east midlands, and can travel to Grantham, and client locations across Lincolnshire.
  • Must have a valid UK driving licence, and your own transport.
  • You will be required to be in the Grantham office every Wednesday.


Our offer

At Duncan & Toplis we offer flexible working arrangements through our flexible working guide, called ‘How we work’. You can read more about How we work here.

As part of our benefits package, we also offer mental health support, time to volunteer for charitable work, and a discretionary Christmas bonus. These are just some of the perks of working at Duncan & Toplis.


About Duncan & Toplis

We are one of the largest independent accounting and business advisers in the East Midlands, providing a full range of services across our region and beyond.

Our team includes more than 450 talented individuals who work together to support more than 12,000 businesses and individuals. We take great pride in being a trusted partner to our clients, helping them to achieve their goals through services that are tailored to their needs.

We are an award-winning company with a reputation for dedication, commitment, and attention to detail to offer real value to our clients. Our services include accountancy, tax and business advice, audit, HR, marketing and sales, payroll, wealth management, legal and probate, IT solutions, and support for international trade.


Sounds like the culture you’d love to be a part of? Give us a shout


Not only do we embrace and celebrate the diversity of our customer base, but we also strive to do the same for our growing team. At Duncan & Toplis, we are committed to offer equal employment opportunities regardless of race, color, ethnicity, ancestry, religion, national origin, gender, sex, gender identity or expression, sexual orientation, age, citizenship, marital or parental status, disability, or other class protected by applicable law.



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