Private Client Solicitor

2 months ago

Prestwood, United Kingdom CV-Library Full time

My client is a highly reputable and well established firm seeking a Senior Private Client Solicitor to join their Aylesbury, Buckinghamshire office.

Job Purpose:

The principal purpose of the role is to deliver high quality legal services to clients on a full range of private client matters, including Wills, Inheritance tax planning, Trusts, Probate, Powers of Attorney, Court of Protection and Elderly Client matters.

By working collaboratively with all members of the Private Client department, the post-holder will provide clients with a service that is of a high standard, ensures the department works effectively and promotes a professional image of the Firm at all times

Responsibilities:

•To operate within a departmental structure delivering a consistent, excellent standard of legal services to our clients.
• Manage private client matters.
• Maintain high standards in the processing of client work, both in respect of professional standards and client care
• Attend upon clients to take instructions and provide advice on the most appropriate course of action to meet their needs
• Carry out all actions in relation to executing client instructions in an efficient and timely manner.
• Ensure the confidentiality and security of all company and client documentation, information and effects.
• Comply with the Firm’s policies in the carrying out of duties and assist Partners and other fee earners in achieving a smooth output of work.
• Financial control of your own matters with particular regard to cash flow through collection of monies on account and billing procedures.

Requirements:

• 5 years PQE
• Solicitor or Legal Executive
• Experienced in dealing with Probate matters, Inheritance Tax issues, Trusts and the drafting of Trust documents and drafting of Lasting Power of Attorney & Wills.

Should you have any questions or wish to apply please do not hesitate to contact Clear Legal and Financial Recruitment.

Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days, please assume your application has been unsuccessful

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