Private Client Associate Fee Earner
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.
In return we can offer you:
· 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)
· Pension scheme
· Private medical insurance
· Progression opportunities
To apply for this role please email your CV with a covering letter to johinckley@pearcelegal.co.uk.