Private Client Solicitor

Orchard Recruitment Ltd
05 Mar 2019
31 Mar 2019
Contract Type
Full Time
Role Profile:

This is an opportunity for an enthusiastic and motivated solicitor with experience of private client matters. This is to work in the Cheadle office of a successful group of companies spanning Legal Services & Wealth Management, Headquartered in the Isle of Man, with additional offices in London & South Devon.

* To undertake fee earning work, working both independently, with minimal supervision and as a member of the team

* Maintain existing relations with the firms clients and assist and help develop new relationships with third party referrers

* Managing private client matters, with a particular focus on:

– preparation of wills and trusts
– administration of estates and trusts
– advising on trusts for pension and life insurance policies
– advising on tax matters with emphasis on Inheritance Tax mitigation
– advising clients with regard to elderly issues, from LPAs to Deputy Orders
– estate planning for asset protection with a focus on tax minimisation, care fees and third party creditors
– managing relationships with IFAs, accountants and clients.
– must be willing to work closely with other departments within the firm on joint projects;
– must be willing to participate in the growth and future development of the department, assisting in the build up the client base and marketing the Firm’s services

Person Profile:

* A minimum of 2 years post qualified experience

* good “hands on” private client experience in particular with high net worth clients

* excellent client facing skills and the ability to nurture existing clients and third party relationships as well as the ability to help develop new business and assist in networking events

* the ability to prioritise work and to work to strict timescales where required

* technical proficiency and good IT skills

* a strong academic background

* It would be desirable for the successful candidate to have

* experience of advising clients with offshore interests

* experience of advising on charitable trust work

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