Responsibilities
* Managing a varied caseload of private client matters including wills, LPAs, probate, estate administration, trust advice and administration, and Court of Protection matters, with experience in estate planning preferred.
* Advising a broad client base including HNW individuals, families, elderly and vulnerable clients on complex matters, demonstrating empathy, sensitivity and a high standard of client care throughout.
* Building and maintaining strong relationships with clients, referrers and third parties including HMRC, the Probate Registry, financial institutions, accountants and other professional advisers.
* Managing own caseload with a high degree of autonomy, whilst working collaboratively within the wider team.
* Supervising and supporting junior fee earners, trainees, paralegals and support staff, nurturing talent and fostering professional development.
* Meeting KPIs and managing billing, WIP and financial performance of matters, with the ability to promote commercial awareness in others.
* Contributing to business development, networking and the growth of the department, including developing and maintaining your own client relationships.
* Ensuring compliance with all regulatory and professional obligations and maintaining high standards.
* Championing a positive team culture and promoting the firms values across the department.
* Clear career progression opportunities, including the potential to develop specialist expertise and take on wider management responsibilities.
* Support for professional development including STEP qualification and CPD.
* A flexible and supportive working environment.
Company values (irrelevant content removed)
* Aspire: To challenge convention, an entrepreneur with energy for change. To be the best that we can be
* Integrate: Bring together people and systems into a cohesive force
* Innovate: To creatively evolve our working practices, use our revenue and resources in a virtuous cycle of improving our people, systems and growth
* Commit: To delivering excellent client experience and working with integrity, investing in long term relationships, creating a strong market position and delivering sustained commercial advantage
Qualifications
* Qualified Solicitor or Chartered Legal Executive with at least 5 years PQE in private client work.
* Strong technical knowledge of wills, LPAs, probate, trusts and inheritance tax planning.
* Experience advising on complex matters, including HNW estates and multi-generational planning.
* STEP qualification or working towards STEP is desirable.
* Proficiency in case management systems
* Strong drafting, communication and organisational skills.
* Proven experience of supervising and managing others.
Skills and Competencies
* Excellent client relationship management skills, with the ability to advise elderly and vulnerable clients with empathy and sensitivity.
* Strong attention to detail and problem-solving ability.
* Ability to manage a varied caseload and prioritise workloads effectively and autonomously.
* Ability to work independently and collaboratively as part of a close-knit team.
* Commercial awareness and a proactive interest in business development.
* A collaborative, supportive working style with a commitment to nurturing junior talent.
Equality and diversity
This organisation is an equal opportunity employer and does not discriminate on the basis of sex, race, colour or national origin. The information collected for monitoring purposes is treated in confidence and does not form part of the selection process.
Regulatory
Our regulatory body: www.sra.org.uk
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