Private Client Solicitor

JOB DESCRIPTION

Job Title: Private Client Solicitor

Responsible to: Partner

Department: Wills & Probate Department

Employment Type: 12mth FTC with view to going permanent at the end of the FTC

Work Pattern: Full-time in the office initially until Partner agrees hybrid model can be operated. Then hybrid pattern - 2 days in the office, 3 days wfh thereafter.

Location: SE London (Blackheath)

JOB PURPOSE

To provide high quality legal advice to the firm’s clients and meet a financial target.

KNOWLEDGE, TRAINING AND EXPERIENCE REQUIRED TO DO THE JOB

5+ years PQE

ORGANISATIONAL POSITION

Reporting to the Partner. Working in a team of 5 lawyers and supported by the admin support team.

To provide legal advice and run cases relating to non contentious and legal work pertaining particularly to all aspects of wills & probate including:

Wills

Drafting wills Terms and implications of wills

Tax liability Tax planning

Probate

Winding up and administering estates

Preparing tax forms and probate accounts

Accurate and regular cost estimates and ensuring procedures for anti-money laundering are adhered to Preparing Deeds of Variation

Lasting Powers of Attorney and Deputyship orders

Preparation of, and advising clients on, and obtaining them

Trusts

Drafting and advising on Trust Deeds

Client group- Private

This list is not exhaustive and subject to review as and when required by the Partners

KEY RESULT AREAS

Providing legal advice and working to the Law Society, Lexcel, ISO, WIQS and Solicitors Regulation Authority standards.

Achieving a fee target as set out and agreed at the beginning of the financial year.

Working to the firm’s policies and procedures

Accurate and regular cost estimates ensuring proper procedures for anti-money laundering are adhered to Accurate time recording

Accurate and regular billing and ensuring recovery of those charges

Winning new clients, marketing and profile building

MARKETING

Building relationships with current and potential work referrers

Winning new clients for the firm

ASSIGNMENT AND REVIEW OF WORK

Legal files will be reviewed by the Head of Department on a regular basis in line with the Law Society’s Lexcel Practice Management Standard

The firm requires you to deal with each transaction from commencement of the transaction to completion with minimum supervision

You will be required to work on a number of matters at any one time and manage the client’s expectations

You must close files and account to clients after the matter is concluded

COMMUNICATIONS AND RELATIONSHIPS

Communicating with clients, beneficiaries of estates and other third parties in the course of working on their matter.

Communicating with the firm’s management team, your head of department, other lawyers and the support team and secretaries

Winning new clients for the firm

Working to deadlines whilst assessing and minimizing risk to the firm

Meeting an agreed financial target

Working in an open plan office in a team environment

SYSTEMS

· Working on Microsoft Windows, Outlook, Tikit, Oyez legal forms, the internet, Practical Law, Westlaw, Arken, HMCTS Online system