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Senior private client solicitor - hybrid

Solihull
Pearcelegal Ltd
Private client solicitor
Posted: 16h ago
Offer description

We are seeking an accomplished and forward-thinking Solicitor/Fee Earner to join our Private Client Department. 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 (9.15pm, Monday to Friday) is predominantly office-based, with occasional home visits.
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.
· 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.
· 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.
· Undertaking any specific training when required to do so and overall to have responsibility toward self-improvement.
· Managing personal billing target.
· A qualified Solicitor with at least 5-7 years PQE in private client work.
· 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.
· 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.
Competitive salary (dependent on experience)
· Pension scheme
· Private medical insurance
· Progression opportunities
Job Types: Full-time, Permanent
Company pension
* On-site parking
* Private medical insurance

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