Solicitor/Filex - Private Client

Honiton, UK
20 Sep 2019
26 Sep 2019
Contract Type
Full Time
An experienced private client lawyer is sought to join a large private client department where private client work is key for the firm. The role is based in Honiton

The role would suit a Solicitor or FCILEx with at least 3 years' experience looking to develop further and grow an exciting client portfolio. You will deal with a wide range of private client work and will be able to work confidently with minimal supervision and able to produce documents and correspondence using a case management system.

Key Responsibilities:

Advising on and preparing Wills and Codicils;

Providing Inheritance Tax planning advice;

Preparing and registering LPAs;

Providing advice on care fees and related elderly issues;

Administration of Estates (both taxable and non-taxable);

Assisting on other matters such as Trusts, foreign aspects;

Mentoring and supporting junior members of the department;

Willingness to be actively involved in business development and marketing.

You must be able to demonstrate:

Experience of successfully working within private client;

A focus on developing and maintaining professional and effective client relationships at all levels;

Successful track record of involvement in marketing and activities aimed at increasing fee income and profile raising;

A flexible approach and ability to work well in a team and flourish;

Ability to meet financial and non-financial targets;

Ability to follow procedures and compliance e.g. Lexcel;

Commercial awareness and business aptitude in decision making;

Clear, concise and effective written and verbal communication;

Excellent IT skills including using case management software;

A willingness to embrace changing working practices and pro-actively be involved in improvement of services, products and processes;

Ability to meet deadlines and prioritise effectively.

This is a full-time permanent position and an exciting opportunity to become an integral member of the firm's private client department where you can thrive. The firm are offering competitive salary and benefits.

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