Overview
Lyons Bowe is a local high‑street solicitors firm established in 2014 that offers exceptional legal services across residential conveyancing, new build, family & private client, while also providing high‑street service to local communities. The firm uses state‑of‑the‑art technology to deliver a first‑class client experience. It is growing and seeks a qualified Private Client Lawyer to work remotely or from Bristol or Shepton Mallet offices in a flexible hybrid arrangement.
Responsibilities
* Maintaining the Case Management Workflow and Key Stages, ensuring they are run when due, thus ensuring all parties are sent real‑time updates
* Completing tasks competently and within defined timescales to stay in line with Service Level Agreements
* Maintaining and checking Due Diligence and Risk Assessments in line with the firm’s policies
* Providing legal guidance and support to clients
* Maintaining an adequate and up‑to‑date knowledge of the law and practice through CPD and training courses allocated by Head of HR, Learning & Development
* Ensuring compliance with the firm’s policies and procedures
* Being a point of contact with clients with excellent communication levels
* Assisting the Legal Assistants and Trainees with any queries
* Mixed caseload including drafting and reviewing existing wills, drafting powers of attorney, trusts, dealing with administration of estates including advising on tax issues and dealing with Court of Protection work
* Taking dictations and typing
* Liaising with clients and other contacts, dealing with queries, taking instructions and conducting letter and telephone enquiries as necessary
* Maximise the firm’s potential to cross‑sell services by identifying appropriate opportunities
Requirements & Experience
The successful applicant will have recent knowledge and experience within a Private Client Department, assisting on a varied caseload of wills, probates, LPAs and estate administration. Practical experience handling client enquiries face‑to‑face and via telephone and email is essential, as well as being confident and articulate.
* At least 4 years PQE
* Completed a recognised legal qualification specialising in Private Client
* High standards of client care with a professional and pleasant manner
* Excellent communication skills, both written and verbal
* Strong business‑development skills with contacts in the property sector in the local area
* Strong understanding of legal technology and how that can be used and integrated into a Private Client department
* Strong interest in helping support and develop junior members of staff
* Being involved in the development of the firm’s culture
* Excellent IT skills to work in an innovative and forward‑thinking law firm
* Ability to work to a high standard and possess a fine attention to detail and to be organised and efficient whilst working under pressure
Benefits
* Annual Lyons Bowe Bank Holiday
* Either onsite parking or parking permits provided
* Discounted legal services
* Free flu jab
* Free eye test
* Have your birthday off!
* Flexible working arrangements where possible
* Access to free mental health servicesRemote & hybrid working opportunities
* Family friendly approach
* Healthy work‑life balance
* Extensive training and development opportunities for all employees
#J-18808-Ljbffr