Taylor Rose is seeking a dedicated Private Client Solicitor to join our expanding team. Delivering on our trademark 'Smart Modern Law' philosophy, you will manage a high-quality, varied caseload encompassing wills, LPAs, estate planning, complex probate, and trusts while working under a supportive hybrid working model. Supported by advanced case management technology, you will build trusted, lifelong client relationships without the burden of rigid, old-fashioned corporate constraints.
Key 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 firm's values across the department.
Qualifications and Skills:
* 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