We are seeking an accomplished and forward-thinking Private Client Solicitor to lead, reinvigorate, and expand our Private Client Department. 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 (9.15 pm, 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 team billing targets.
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.
A chance to join the leadership team and guide the strategic development of the Private Client department
Competitive salary (dependent on experience)
Pension scheme
Private medical insurance
Free parking
Progression opportunities