Lead Solicitor - Financial Services Bromsgrove

Goldstone Laine
11 May 2017
10 Jun 2017
Contract Type
Full Time

Our client are a leading Financial Services company, with their head office in Bromsgrove

They currently have an urgent requirement for a Lead Solicitor. Key elements of the role are to deliver excellent service by providing accurate, efficient and organised legal support for the Financial Advisers within the business.

Key Accountabilities

  • Handling varied caseload of Lasting Power of Attorneys and Court of Protection work
  • Administration of Estates
  • Trust creation and management and Inheritance Tax planning; to include pilot trusts
  • Preparation and Execution of Wills
  • Supervising and delegating work to paralegals and legal secretaries as appropriate
  • Keeping up to date with changes and developments in the
  • Undertaking a range of continuing professional development (CPD) activities
  • Reporting to COLP and COFA
  • Induction training for new staff and advisers


  • Qualified Solicitor with specialist experience in areas of personal financial planning including Wills, POAs, Trusts and Probate
  • Law degree and LPC
  • Supervisory and management experience essential
  • Over 5 years post qualification experience
  • Up to date knowledge of relevant legislation
  • Ability to present and market the services to clients and advisers

The salary on offer will be around £50000 per annum, depending upon experience

This is an excellent opportunity to join a forward thinking, growing company.

If you would like to discuss things further, please contact us