Job Description
We are seeking an accomplished and forward-thinking Private Client Solicitor to lead, reinvigorate, and expand our Private Client Department. This is a real opportunity for the successful candidate to be part of our leadership team, playing a pivotal role in shaping the future of the practice. 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
As Head of 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 motivating, guiding and growing a small team, ensuring high-quality service, and championing efficiency, compliance and best practice. This full-time role (9.00 am to 5.15 pm, 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.
* Line management responsibility for one fee earner and one assistant.
* 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 team billing targets.
* 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 join the leadership team and guide the strategic development of the Private Client department
* A friendly and collaborative work environment
* Competitive salary (dependent on experience)
* Pension scheme
* Private medical insurance
* Free parking
* Progression opportunities