Our client is seeking a Private Client Solicitor or Legal Executive to take over a caseload of files which are a mix of active and dormant clients, approximately 150, where you will provide services across Wills, Estate Planning, LPA's and Probate, including Administration matters.
Leading client meetings to take instruction, you will explain legal concepts and cover a range of complex family relationships and trusts, to ensure your clients have a full understanding of their assets and tax responsibilities and how property and wealth can be distributed. The role will involve drafting wills and trusts and preparing client letters, as well as preparing asset and liability schedules. You will work with your clients across inheritance tax matters, ensuring relevant forms are completed as well as being confident to explain the workings of LPA's. Experience of Court of Protection and Deputyship would be advantageous, however additional training can be provided to upskill and develop knowledge in this area.
This is a firm who will invest in your future, provide additional career support and the opportunity for STEP, whilst giving you full responsibility to work autonomously, managing your own clients and fee earn. A friendly working environment for an independent and smaller high street practice who are known for wider support of trainees for the future and also secretarial staff well, so that the fee earners can focus on providing good quality services to clients. The processes are good and include CMS, and research databases, as well as emphasis on team collaboration in a positive and professional working environment, in a role where you will be encouraged to attend industry evens and meet clients.
Applications to Pip Raffael / 01279 464455 / pip@bwflegal.co.uk
