Private Client Solicitor Wills and Probate

2 months ago

Bristol, United Kingdom GTCO Full time
Ourclient is a wellestablished law firm with over 30 years experience.It has a national reputation for excellence in the Property sectorand strength in depth in a wide selection of other legal servicesfor businesses & individuals. There are 5 offices inGloucester Bristol Birmingham London and Devon. Davies and PartnersSolicitors strongly believe that their staff are the heart of thecompany and are therefore driven to ensure that all employeesexperience and maintain a good worklifebalance.

JobPurpose

Tobe a point of contact for all private client related enquiriesreceived by any office but primarily for Gloucester includinginternally referred work from other departments whilst maintainingclient care to the higheststandard.
Thisrole reports to the Legal Director and Head of Private Client(Wills and Probate) in the Bristoloffice.

KeyDuties andResponsibilities

  • Tocarry out day to day conduct of Private Client files andresponsible for all aspects of work connected with PrivateClient
  • Tobe willing to handle queries from the company s other offices withthe possibility of travelling to those offices from time totime.
  • Tobe confident in handling a wide range of Private Client issuesincluding (but not limited to); Wills Probate LPAs Trusts EstatesTax Court ofProtection
  • Towork to strict deadlines in a pressurised but friendlyenvironment.
  • Toliaise with support staff in a positive and proactivemanner.
  • Toliaise with the Legal Director on financial budgeting and trainingrequirements/opportunities.
  • Toachieve legitimate billing in line with figures to be agreed withthe LegalDirector.
  • Toassist senior members of the Department with substantial case filesand to exhibit flexibility particularly in times ofholiday/sickness.
  • Toapply proper professional standards. Gaining an awareness of theprovisions of the office manual and observing best practice in theprevention of claims against the company for professionalnegligence and in particular operating with a high degree ofpersonalorganisation.
  • Todemonstrate an awareness of clients needs and perceptions to thedischarge of your work for them and to act promptly proactively andefficiently in relation to all clientmatters.
  • Tocomply with all other departmental procedures including theregulation and control clientindebtedness.
  • Tomaintain accurate electronic and paperbased records forclients.
  • Toact as a positive ambassador for Davies and PartnersSolicitors.
  • Toactively participate in the business development of thedepartment.
  • Toundertake appropriate and relevant staff development on a regularbasis.

RequirementsPersonalSpecification

LegalStatus:

  • AppropriateDBS disclosure will be required prior to confirmation ofappointment
  • Rightto live and work in the UK e.g. valid UK or EU passport orappropriate visa/workpermits

Education/Qualifications:

  • RegisteredSolicitor that complies to the SRA standards orFCILEX
  • 2yearsPQE
  • IdeallySTEPqualified

Skills/Knowledge:

  • Experienceworking as a Private Client. Solicitor in a fastpacedenvironment
  • Selforganisedandproactive.
  • Awillingness to undertake business development initiatives isessential. This may include preparing articles for localpublications and website as well as engaging in networkingevents.
  • Abilityto take responsibility and solveproblems.
  • Attentiontodetail.
  • Abilityto maintain clientconfidentiality.
  • Adaptableto the needs of the business as changes occur during theoperationalrequirements.
  • Competentin the effective use of Information and Communications Technologies(lCT).
  • Theability to prioritise meet deadlines and work underpressure.
  • Excellentinterpersonal communication and presentationskills.

BenefitsCompetitiveBenefits Package
OfficeHours
Full or parttime hours ofwork can be negotiated. Fulltime hours are Monday to Friday 9:00am5:30pm (with 1 hour unpaidlunchbreak)

PersonalSpecification Legal Status: Appropriate DBS disclosure will berequired prior to confirmation of appointment Right to live andwork in the UK e.g. valid UK or EU passport or appropriatevisa/work permits Education/Qualifications: Registered Solicitorthat complies to the SRA standards or FCILEX 2 years + PQE IdeallySTEP qualified Skills/Knowledge: Experience working as a PrivateClient. Solicitor in a fast-paced environment Self-organised andproactive. A willingness to undertake business developmentinitiatives is essential. This may include preparing articles forlocal publications and website, as well as engaging in networkingevents. Ability to take responsibility and solve problems.Attention to detail. Ability to maintain client confidentiality.Adaptable to the needs of the business as changes occur during theoperational requirements. Competent in the effective use ofInformation and Communications Technologies (lCT). The ability toprioritise, meet deadlines, and work under pressure. Excellentinterpersonal, communication and presentation skills.

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