Join to apply for the Solicitor - Private Client role at Shakespeare Martineau
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Join to apply for the Solicitor - Private Client role at Shakespeare Martineau
Application Deadline: 21 June 2025
Department: Shakespeare Martineau - Wealth - Private Client - Private Client - 1302
Location: Stratford upon Avon
Description
This is an opportunity for an enthusiastic and motivated Solicitor with ambition to work in our private client department. This role will require undertaking fee earning work, working both independently and as a member of the team, maintaining existing relations with the firm’s clients and to assist and help develop new relationships with third party referrers.
This would suit someone looking for a unique opportunity of working with high net worth individuals. Working predominantly from our Stratford-upon-Avon hub, collaboration is important so you will need to be able to be in the office, with the team 3/4 days per week.
The work is varied and rewarding, with a good degree of autonomy and encouragement to develop.
What you will be doing:
* To undertake fee earning work, working both independently and as a member of the team and provide a profitable contribution to the work of the department.
* To maintain existing relations with the firm’s clients and assist and help develop new relationships with third party referrers.
* Conduct of private client and related matters on behalf of clients.
* Administration, there are opportunities to work on all areas of Private Client, including Will and Power of Attorney drafting, Estate Planning, Estate Administration and Court of Protection work. Some experience in trust creation and administration would be an advantage.
* Willing to participate in the growth and future development on the department, assisting in the build-up of the client database and marketing the firm’s services.
* Maintaining orderly and up-to-date files including electronically and complying with the firm’s policies on file management.
* Completing time recording and other management records required by the firm.
* Using case management programmes to run cases
* Liaising with clients (taking messages, arranging meetings etc.), so you should demonstrate professionalism, diplomacy and sensitivity in all your communications.
* Liaising with other professionals e.g. financial advisers and accountants
* Legal research
* Financial control of your own matters with particular regard to cash flow through collection of monies on account and billing procedures.
* Recognising fee-earning opportunities and develop as appropriate.
What you will need:
You will have a caring and proactive nature, seeing this role as more than a ‘job’, taking your responsibilities to our clients very seriously, whether the task is big or small. When it comes to individuals’ lives, every detail matters, so you will be someone who considers the wider implications of what you do, and who likes to go the extra mile.
You will be personable, approachable and with a genuine interest in dealing with individuals and their families.
This role involves some basic accountancy skills for reconciling client accounts, so good numeracy skills and a competent knowledge of Microsoft Excel is important.
You will also need strong written and oral communication skills, being able to adapt your style to communicate effectively with a wide range of clients and fellow professionals alike.
You will be exceptionally organised and used to working efficiently and accurately, in a busy and varied role. You pride yourself on your professionalism, with a personal touch and a high standard of honesty and integrity.
We are open to candidates from a variety of backgrounds. What is important is your attitude, personality fit and interest/knowledge in private client work. Training will be provided to enable you to succeed in this role and make a real difference to the lives of our clients.
Benefits, Agile Working and Additional information
We embrace agile working and offer a blended approach to where and how we work.
We appreciate that people have different needs and preferences and we’re keen to be flexible, after all, we value what you do, not where you do it, subject to clients’ and team requirements which come first.
We have hubs in Birmingham, Bristol, Edinburgh, Leicester, London, Milton Keynes, Nottingham, Solihull, Southampton, Stratford-upon-Avon, Lincoln and Sheffield.
This role is a hybrid position based from our Stratford-upon-Avon hub with the opportunity to work from home 1-2 days per week. Possible need to travel to Solihull on an ad-hoc basis for team meetings.
Benefits, Agile Working and Additional information
We embrace agile working and offer a blended approach to where and how we work.
We appreciate that people have different needs and preferences and we’re keen to be flexible, after all, we value what you do, not where you do it.
We have hubs in Birmingham, Bristol, Edinburgh, Leicester, London, Milton Keynes, Nottingham, Solihull, Southampton, Stratford-upon-Avon, Lincoln and Sheffield.
Want to find out more about our amazing benefits?
Additional information:
Please be aware, for some vacancies, where we receive high numbers of applications we may need to bring the close date forward.
Due to the nature of the work undertaken, confirmation of employment will be subject to a variety of checks which will be carried out once an offer of employment is accepted. Details of the checks can be found here.
Equal opportunities
Shakespeare Martineau is a committed equal opportunities employer. We seek to attract, develop and retain talented people from a diverse range of backgrounds and cultures. We value and respect individuality and encourage a culture within our business where people can be themselves and be valued for their strengths and experiences. Everyone who either applies to or works for the firm is treated equally, regardless of their gender, age, ethnic origin, nationality, marital status, sexual orientation or religious beliefs.
Seniority level
* Seniority level
Associate
Employment type
* Employment type
Full-time
Job function
* Job function
Legal
* Industries
Law Practice
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