Company Description
Baldwin & Robinson Law specialises in a wide range of legal services, including Commercial Property, Corporate Law, Conveyancing, Wills, Trusts, Probate, Lasting Powers of Attorney, Employment Law, and Dispute Resolution. Based in Oxted, Surrey, we pride ourselves on being a professional and approachable team of legal experts. Our focus is on providing high-quality, client-focused legal advice tailored to individual and business needs. We are committed to delivering exceptional service and building long-term client relationships.
Role Description
To provide high-quality legal advice and services in the Private Client area, assisting individuals with estate planning, wills, probate, LPAs, trusts etc., ensuring excellent client service in line with Baldwin & Robinson’s approachable, friendly ethos. The successful candidate will collaborate with clients, colleagues, and stakeholders to ensure seamless transactions and uphold our high standards of legal excellence.
Key Responsibilities
* Advise clients on drafting Wills and updating existing Wills.
* Prepare and advise on Lasting Powers of Attorney (LPA) and Deputyship applications.
* Administer estates: acting as executor or representing executors; liaising with HMRC, probate registry, beneficiaries.
* Handle Trusts: both in setting up and advising on administration.
* Maintain accurate case files; manage deadlines and ensure compliance with relevant legal and regulatory requirements.
* Liaise with clients in person, virtually or by telephone; ensure clients are kept informed and supported throughout.
* Contribute to business development.
* Building client relationships.
* Collaborate with colleagues in other departments when needed.
Experience & Skills
* Qualified Solicitor with experience in Private Client work. (Mid-level or Senior level depending on role)
* Strong technical knowledge of wills, probate, trusts, LPAs, estate administration and related legislation.
* Excellent drafting skills.
* Excellent client care skills: empathy, good communication, ability to explain complex legal issues in clear, accessible language.
* Strong organisational skills: managing multiple files, meeting deadlines.
* Ability to work independently but also as part of a small team.
* Good IT skills; familiar with case management systems; ability to adopt firm’s tools.
Qualifications
* Admitted as a Solicitor in England & Wales.
* Eligibility to practice; full compliance with SRA rules.
* Continued Professional Development (CPD) record.
Personal Attributes
* Friendly, approachable, client-focused.
* Integrity and trustworthiness.
* Sensitivity to clients in emotional or difficult situations.
* Ability to manage pressure, work to deadlines, manage clients’ expectations.