Private Client fee earner
7 days ago
1 day ago Be among the first 25 applicants Direct message the job poster from Pearcelegal Limited We are seeking an accomplished and forward-thinking Solicitor/Fee Earner to join our Private Client Department. This is a real opportunity for the successful candidate to grow into an associate/head of department role and become part of our leadership team. If you have the drive to innovate, mentor, and steer the strategic direction of a growing department, we want to hear from you. About the Role You will manage a diverse caseload of Private Client matters, including Wills, Lasting Powers of Attorney, Trusts, Tax advice, and Probate. You will also be responsible for ensuring high-quality service, and championing efficiency, compliance and best practice. This full-time role (9.00am to 5.15pm, Monday to Friday) is predominantly office-based, with occasional home visits. Key Responsibilities ·Meeting with existing and potential clients to provide expert advice on all areas of Wills, Lasting Powers of Attorney, Trust matters, Tax advice and Probate. ·Liaising with clients and third parties in a professional and compassionate manner. ·Processing files from start to finish in an effective and timely manner and in line with the company’s policies on file management. ·Opening files and conducting necessary Client Due Diligence and risk management. ·Ensuring clients are updated and advised at appropriate points in their matter. ·Providing support to other fee earners when needed and covering when other fee earners in the department are away. ·Preparing correspondence and documents using in-house software. ·Managing client ledgers and complying with the Solicitors’ Accounts Rules. ·Responsibility for the maintenance of our manual filing systems. ·Closing files following the relevant processes. ·Undertaking any specific training when required to do so and overall to have responsibility toward self‑improvement. ·Ensuring confidentiality of all the firm’s and clients’ documentation and information at all times. ·Managing personal billing target. ·Sharing knowledge. Skills & Experience ·A qualified Solicitor with at least 5‑7 years PQE in private client work. ·Demonstrable leadership skills and a genuine passion for revitalising and growing the department. ·Have excellent communication and inter‑personal skills. ·Possess high levels of speed and accuracy. ·Be highly organised, methodical and adaptable. ·Have excellent and demonstrable IT skills particularly with the Microsoft Office suite and internet applications. Previous experience of case management software would be an advantage. ·Possess excellent time‑management and prioritisation skills. ·Be able to offer adaptability and flexibility in the working environment. ·Have an understanding and knowledge of General Data Protection Regulations. ·Have an understanding and knowledge of the Solicitors Accounts Rules in relation to your area of work. Benefits ·A chance to really make the role your own and for that role to grow within the firm. ·A friendly and collaborative work environment. ·Competitive salary (dependent on experience). ·Private medical insurance. ·Progression opportunities. To apply for this role please email your CV with a covering letter to johinckley@pearcelegal.co.uk. #J-18808-Ljbffr
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