Kingdom People Professional Services is a recruitment agency specialising in connecting top-tier professionals with prominent firms and organisations. We are currently looking for a talented and dynamic individual to join our client's Private Client Team. Looking to progress your career with a Legal 500 firm in the Preston area? My client is looking for an experienced Solicitor to join thier Wills, Probate, Tax and Trusts team. This is a fantastic opportunity to work at their gorgeous office based in Walton Summit, wirh hybrid working as an option. My client prides themselves with friendly and collaborative members of staff, and highlights the importance of sustainable work-life balance, while still maintaining a fast-paced, high quality, and customer centric firm. The role will be responsible for delivering successful outcomes such as: working alongside other solicitors, partners, and paralegals; developing relationships with clients and third-party professionals and referrers such as accountants, IFAs etc; dealing with a mix of complex Private Client Case Work, i.e. Probate, Administration of Estates, Wills, IHT Planning Advice, General Estate Planning , trusts drafting and administration, Lasting Powers of Attorney and Court of Protection; handling their own case load; using the Firm s case management systems. The successful candidate would display shared values with my client; specifically someone who can excel, is engaged, is a real person, displays fairness in all they do and has a one team ethic. Benefits We are committed to being a supportive organisation that keeps focus on our people and therefore we offer a range of additional benefits including: Competitive Salary; 33 Days Annual Leave, including bank holidays; Annual Leave Purchase Scheme (Subject to T&Cs); A day off for your Birthday; Ongoing Training and Development; Progression Opportunities; Company Pension; Service Awards; Health Care Benefits (Health Cash Back Plan and Mental Health Counselling Services); BUPA (Solicitor Positions Only, for self, not dependents); Other Employee Discounts; Recruitment and Legal Department Referrals (Subject to T&C s); Annual Events. Applying We will be progressing applicants to the next stage based on applications demonstrating the following knowledge, experience and skills: Ideally have at least 5 years of private client experience (however, those who either have shorter or greater post qualification experience will be considered); Be a qualified Solicitor or CILEx qualified; Good practical knowledge of a variety of complex private client matters; Ideally have previous experience of dealing with high net worth clients and business owner clients; Have good knowledge of case management systems and other IT software such as Microsoft Office; Be able to work with minimum supervision; Good client care skills, providing professional and competent legal advice in accordance with SRA Code of Conduct; Proven experience of handling own caseload, working to and managing deadlines, alongside the capability to generate fees in accordance with agreed targets; Good organisational and matter management skills and a committed attitude; Good writing and drafting skills, with excellent communication and technical ability; Have the ability to work as part of a team and be reliable and enthusiastic; A driving licence and access to a vehicle as travel will be required throughout the North West region ( if you have a disability that prevents you from driving please specify so we can assess what reasonable adjustments can be made). Join our team and take your career to the next level with Kingdom People Professional Services . Apply today!
Mar 28, 2024
Full time
Kingdom People Professional Services is a recruitment agency specialising in connecting top-tier professionals with prominent firms and organisations. We are currently looking for a talented and dynamic individual to join our client's Private Client Team. Looking to progress your career with a Legal 500 firm in the Preston area? My client is looking for an experienced Solicitor to join thier Wills, Probate, Tax and Trusts team. This is a fantastic opportunity to work at their gorgeous office based in Walton Summit, wirh hybrid working as an option. My client prides themselves with friendly and collaborative members of staff, and highlights the importance of sustainable work-life balance, while still maintaining a fast-paced, high quality, and customer centric firm. The role will be responsible for delivering successful outcomes such as: working alongside other solicitors, partners, and paralegals; developing relationships with clients and third-party professionals and referrers such as accountants, IFAs etc; dealing with a mix of complex Private Client Case Work, i.e. Probate, Administration of Estates, Wills, IHT Planning Advice, General Estate Planning , trusts drafting and administration, Lasting Powers of Attorney and Court of Protection; handling their own case load; using the Firm s case management systems. The successful candidate would display shared values with my client; specifically someone who can excel, is engaged, is a real person, displays fairness in all they do and has a one team ethic. Benefits We are committed to being a supportive organisation that keeps focus on our people and therefore we offer a range of additional benefits including: Competitive Salary; 33 Days Annual Leave, including bank holidays; Annual Leave Purchase Scheme (Subject to T&Cs); A day off for your Birthday; Ongoing Training and Development; Progression Opportunities; Company Pension; Service Awards; Health Care Benefits (Health Cash Back Plan and Mental Health Counselling Services); BUPA (Solicitor Positions Only, for self, not dependents); Other Employee Discounts; Recruitment and Legal Department Referrals (Subject to T&C s); Annual Events. Applying We will be progressing applicants to the next stage based on applications demonstrating the following knowledge, experience and skills: Ideally have at least 5 years of private client experience (however, those who either have shorter or greater post qualification experience will be considered); Be a qualified Solicitor or CILEx qualified; Good practical knowledge of a variety of complex private client matters; Ideally have previous experience of dealing with high net worth clients and business owner clients; Have good knowledge of case management systems and other IT software such as Microsoft Office; Be able to work with minimum supervision; Good client care skills, providing professional and competent legal advice in accordance with SRA Code of Conduct; Proven experience of handling own caseload, working to and managing deadlines, alongside the capability to generate fees in accordance with agreed targets; Good organisational and matter management skills and a committed attitude; Good writing and drafting skills, with excellent communication and technical ability; Have the ability to work as part of a team and be reliable and enthusiastic; A driving licence and access to a vehicle as travel will be required throughout the North West region ( if you have a disability that prevents you from driving please specify so we can assess what reasonable adjustments can be made). Join our team and take your career to the next level with Kingdom People Professional Services . Apply today!
My client is searching for a Private Client Solicitor or Fee Earner to join their Portsmouth, Hampshire offices. Job Purpose: • To advise the firms clients on all Private Client matters to include: Wills, Probate & POA. • To build strong client relations at all times. Duties • Drafting wills and preparation of trusts • Preparing powers of attorney • Estate administration • Advising on inheritance tax • Keeping clients up to date with progress on their matter • Marketing and promoting the team to increase revenue streams including production of articles and content • Providing assistance with training and development of other team members • Providing assistance to other fee earners in the Firm as required • Minimising risk in dealing with all work and ensuring all files are managed in accordance with the Firm s risk and file management procedures • Carrying out all work in accordance with procedures and systems documented in the Office Manual, and the Firm s training seminars. Person Specification Qualifications and Experience: • Qualified Solicitor or Legal Executive with a minimum of 1-year PQE; • 2 x A Levels or equivalent • Law degree or equivalent • Experience of working in a busy office The post holder will: • Contribute to the successful overall performance of the firm. • Create and maintain effective partnerships/relationships with colleagues, clients and the general public. • Develop and support the culture of collaboration and commitment to delivering quality services and outcomes. • Comply with the principles and standards set out by the firm in the office manual. Should you have any questions or wish to apply please do not hesitate to contact Clear Legal and Financial Recruitment. Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days, please assume your application has been unsuccessful.
Mar 28, 2024
Full time
My client is searching for a Private Client Solicitor or Fee Earner to join their Portsmouth, Hampshire offices. Job Purpose: • To advise the firms clients on all Private Client matters to include: Wills, Probate & POA. • To build strong client relations at all times. Duties • Drafting wills and preparation of trusts • Preparing powers of attorney • Estate administration • Advising on inheritance tax • Keeping clients up to date with progress on their matter • Marketing and promoting the team to increase revenue streams including production of articles and content • Providing assistance with training and development of other team members • Providing assistance to other fee earners in the Firm as required • Minimising risk in dealing with all work and ensuring all files are managed in accordance with the Firm s risk and file management procedures • Carrying out all work in accordance with procedures and systems documented in the Office Manual, and the Firm s training seminars. Person Specification Qualifications and Experience: • Qualified Solicitor or Legal Executive with a minimum of 1-year PQE; • 2 x A Levels or equivalent • Law degree or equivalent • Experience of working in a busy office The post holder will: • Contribute to the successful overall performance of the firm. • Create and maintain effective partnerships/relationships with colleagues, clients and the general public. • Develop and support the culture of collaboration and commitment to delivering quality services and outcomes. • Comply with the principles and standards set out by the firm in the office manual. Should you have any questions or wish to apply please do not hesitate to contact Clear Legal and Financial Recruitment. Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days, please assume your application has been unsuccessful.
- Position: Wills, Probate & Estate Planning Solicitor - Salary: Negotiable - Hours of Work: 9:00 am - 5:30 pm - Holidays: Flexible leave Policy - Office: Thatcham About Our Client: Our client is a forward-thinking, innovative, and friendly law firm based in the Thames Valley. With substantial growth in recent years, boasting a turnover exceeding 13m and a headcount surpassing 190, our client is committed to delivering exceptional legal services. Our client is seeking an ambitious and driven Wills, Probate & Estate Planning Solicitor to join their established team in Thatcham. This is an exciting opportunity for a newly qualified up to 3 years PQE individual who aims to progress their career with a Legal 500 Tier 1 team and work with leaders in the field. The successful candidate will manage their own caseload while receiving support and guidance from senior team members. Responsibilities: - Handle a diverse range of Private Client matters, including: - Advising, drafting, and executing wills. - Advising, drafting, and registering Lasting Powers of Attorney. - Administering non-taxable and taxable estates. - Drafting Deeds of Variation. - Creation and administration of trusts. - Assisting with marketing and business development. Requirements: - Experience in handling a wide range of Private Client matters. - Demonstrated integrity, accountability, respect, and commitment. - Hands-on approach with enthusiasm for business development. - Excellence in managing all aspects of the role. - Strong interpersonal skills to challenge, support, advise, and influence others. - Ability to work cooperatively with others and develop and maintain good working relationships within the firm. If you are an ambitious Wills, Probate & Estate Planning Solicitor seeking an opportunity to progress your career with a reputable firm, our client's position in Thatcham could be the perfect fit for you. Apply now to be considered for this exciting role.Wills probate and estate planning solicitor
Mar 27, 2024
Full time
- Position: Wills, Probate & Estate Planning Solicitor - Salary: Negotiable - Hours of Work: 9:00 am - 5:30 pm - Holidays: Flexible leave Policy - Office: Thatcham About Our Client: Our client is a forward-thinking, innovative, and friendly law firm based in the Thames Valley. With substantial growth in recent years, boasting a turnover exceeding 13m and a headcount surpassing 190, our client is committed to delivering exceptional legal services. Our client is seeking an ambitious and driven Wills, Probate & Estate Planning Solicitor to join their established team in Thatcham. This is an exciting opportunity for a newly qualified up to 3 years PQE individual who aims to progress their career with a Legal 500 Tier 1 team and work with leaders in the field. The successful candidate will manage their own caseload while receiving support and guidance from senior team members. Responsibilities: - Handle a diverse range of Private Client matters, including: - Advising, drafting, and executing wills. - Advising, drafting, and registering Lasting Powers of Attorney. - Administering non-taxable and taxable estates. - Drafting Deeds of Variation. - Creation and administration of trusts. - Assisting with marketing and business development. Requirements: - Experience in handling a wide range of Private Client matters. - Demonstrated integrity, accountability, respect, and commitment. - Hands-on approach with enthusiasm for business development. - Excellence in managing all aspects of the role. - Strong interpersonal skills to challenge, support, advise, and influence others. - Ability to work cooperatively with others and develop and maintain good working relationships within the firm. If you are an ambitious Wills, Probate & Estate Planning Solicitor seeking an opportunity to progress your career with a reputable firm, our client's position in Thatcham could be the perfect fit for you. Apply now to be considered for this exciting role.Wills probate and estate planning solicitor
I am working with a local law firm based in Lancashire looking to expand their private client team. You will be responsible for managing a caseload of private client matters including - Wills - Trusts - LPAs - Probate - Estate Administration - Tax advice The applicants must; - Be a Private Client Solicitor / Legal execuive ideally with at least 1 year PQE click apply for full job details
Mar 26, 2024
Full time
I am working with a local law firm based in Lancashire looking to expand their private client team. You will be responsible for managing a caseload of private client matters including - Wills - Trusts - LPAs - Probate - Estate Administration - Tax advice The applicants must; - Be a Private Client Solicitor / Legal execuive ideally with at least 1 year PQE click apply for full job details
A Legal 500, North London Law firm are recruiting for a full time Private Client Solicitor or Legal Executive with a minimum of 2 years experience. The ideal candidate will have experience in - Drafting Wills Powers of Attorney Estate Administration Ability to deal with their own caseload. Duties include:- Administration of Estates Trusts Inheritance Tax Assisting with casework including dealing with a range of Wills, Probate and Lasting Powers of Attorney cases including: Estate administration; Applying for and obtaining the grant of probate; Setting up trusts Settling any tax liabilities and affairs Tax planning would be advantageous Dealing with correspondence Maintaining accurate time costing procedures KEY SKILLS: Committed team player and adapt well to new challenges Professional with a pro-active approach; excellent client care skills and ability to deal with client matters in a sensitive manner Ability to use own initiative and sound judgment Excellent IT Skills -familiar with Microsoft Office applications and document management skills STEP qualification preferable but not essential This is a fantastic opportunity for someone seeking progression and to grow within the ranks of the firm. Salary is dependent on experience For more information, please contact Victoria at Eclectic Recruitment quoting reference VK511
Mar 26, 2024
Full time
A Legal 500, North London Law firm are recruiting for a full time Private Client Solicitor or Legal Executive with a minimum of 2 years experience. The ideal candidate will have experience in - Drafting Wills Powers of Attorney Estate Administration Ability to deal with their own caseload. Duties include:- Administration of Estates Trusts Inheritance Tax Assisting with casework including dealing with a range of Wills, Probate and Lasting Powers of Attorney cases including: Estate administration; Applying for and obtaining the grant of probate; Setting up trusts Settling any tax liabilities and affairs Tax planning would be advantageous Dealing with correspondence Maintaining accurate time costing procedures KEY SKILLS: Committed team player and adapt well to new challenges Professional with a pro-active approach; excellent client care skills and ability to deal with client matters in a sensitive manner Ability to use own initiative and sound judgment Excellent IT Skills -familiar with Microsoft Office applications and document management skills STEP qualification preferable but not essential This is a fantastic opportunity for someone seeking progression and to grow within the ranks of the firm. Salary is dependent on experience For more information, please contact Victoria at Eclectic Recruitment quoting reference VK511
An excellent opportunity for a private client partner to join an award-winning firm's team has arisen. With this office based in Reading, the firm are considered one of the best in the Thames Valley and feature in the top-tiers of both the Legal 500 and Chambers UK directories. They have won the 'Best Probate Law Firm - London & South East' at the UK Probate Research Awards. As well as a leading reputation, the firm boasts excellent client care with 99% of clients saying that they would recommend the firm and 100% rating their experience as either 'good' or 'excellent'. The role will see you working on a varied caseload of Wills, Probate, Tax & Trusts and will involve supervising and training more junior members of the team. It is essential that top client-care is provided, and so, to be successful, you will need to have excellent interpersonal skills. To be successful, you will: Be a qualified solicitor or chartered legal executive. Have partnership/senior associate experience. Have excellent academics and received training from a reputable firm. Have strong written and verbal communication. This role offers an extremely competitive salary and benefits package dependent on experience. Please apply as directed or confidentially contact Alfie Steadman at Search Legal for more information. Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Mar 26, 2024
Full time
An excellent opportunity for a private client partner to join an award-winning firm's team has arisen. With this office based in Reading, the firm are considered one of the best in the Thames Valley and feature in the top-tiers of both the Legal 500 and Chambers UK directories. They have won the 'Best Probate Law Firm - London & South East' at the UK Probate Research Awards. As well as a leading reputation, the firm boasts excellent client care with 99% of clients saying that they would recommend the firm and 100% rating their experience as either 'good' or 'excellent'. The role will see you working on a varied caseload of Wills, Probate, Tax & Trusts and will involve supervising and training more junior members of the team. It is essential that top client-care is provided, and so, to be successful, you will need to have excellent interpersonal skills. To be successful, you will: Be a qualified solicitor or chartered legal executive. Have partnership/senior associate experience. Have excellent academics and received training from a reputable firm. Have strong written and verbal communication. This role offers an extremely competitive salary and benefits package dependent on experience. Please apply as directed or confidentially contact Alfie Steadman at Search Legal for more information. Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Leading Regional firm South London 4-7 PQE Private Client Solicitor Broad range of Work Our client is a leading regional practice looking for a Private Client Solicitor with 5 years PQE to join their team. The ideal candidate will be technically proficient in all aspects of private client work and have the ability to explain complex matters. You will also have the ability to work independently and within a team. You will be joining a firm that is highly regarded and has a well-established reputation along with broad knowledge across the entire sector. The role will see you deliver a full range of private client services to the firm's clients including will drafting, probate and estate administration, inheritance tax planning and trusts, and lasting powers of attorney. The firm are known for the support given to their team and training will be provided in more complex matters where needed. The successful candidate will be expected to demonstrate sound knowledge and experience of a range of private client work and is likely to have broad experience in estate planning and the administration of trusts and estates. It is also essential for the candidate to be able to demonstrate an eagerness to learn and a willingness to develop and maintain excellent relationships with clients and other professionals. Please apply as directed or confidentially contact Jamie Parsons at Search Legal for more information. Alternatively, if this role is not for you, I am working on a variety of other opportunities with ranked teams in London so would be interested in talking to any Private Client Solicitor Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Mar 25, 2024
Full time
Leading Regional firm South London 4-7 PQE Private Client Solicitor Broad range of Work Our client is a leading regional practice looking for a Private Client Solicitor with 5 years PQE to join their team. The ideal candidate will be technically proficient in all aspects of private client work and have the ability to explain complex matters. You will also have the ability to work independently and within a team. You will be joining a firm that is highly regarded and has a well-established reputation along with broad knowledge across the entire sector. The role will see you deliver a full range of private client services to the firm's clients including will drafting, probate and estate administration, inheritance tax planning and trusts, and lasting powers of attorney. The firm are known for the support given to their team and training will be provided in more complex matters where needed. The successful candidate will be expected to demonstrate sound knowledge and experience of a range of private client work and is likely to have broad experience in estate planning and the administration of trusts and estates. It is also essential for the candidate to be able to demonstrate an eagerness to learn and a willingness to develop and maintain excellent relationships with clients and other professionals. Please apply as directed or confidentially contact Jamie Parsons at Search Legal for more information. Alternatively, if this role is not for you, I am working on a variety of other opportunities with ranked teams in London so would be interested in talking to any Private Client Solicitor Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Ideal Personnel and Recruitment Solutions
Kettering, Northamptonshire
Our client has a permanent vacancy for an experienced Legal Secretary to join their busy private client team. The team offer a wide range of private client services including wills and trusts, inheritance tax planning, probate, powers of attorney and court of protection. The successful candidate will enjoy working in a small but friendly and busy team. The Role Typing correspondence to clients, other firms of solicitors, accountants etc Typing and completing complete legal documents including Wills, Trusts, Trusts, Powers of Attorney etc Keeping an up-to-date diary for the Solicitors and fee-earners. Making appointments and organising and arranging meetings Answer the telephone, taking messages and dealing with queries. Deal with the post - incoming and outgoing Setting up new files, closing and archiving files and sending for storage Dealing with accounts - typing client's bills, completing timesheets, organising the raising of payments and expenses Undertaking other admin duties including photocopying, filing etc Skills / Experience Excellent typing skills Preferred experience of working within a legal environment Excellent communication and client facing skills Due to the large number of responses we receive it is not always possible to respond to every application straight away. Should your skills and experience be a match for this role, or any other vacancy we may have, we will normally contact you within 72 hours of receiving your application. If you wish to apply for further roles please do so.
Mar 23, 2024
Full time
Our client has a permanent vacancy for an experienced Legal Secretary to join their busy private client team. The team offer a wide range of private client services including wills and trusts, inheritance tax planning, probate, powers of attorney and court of protection. The successful candidate will enjoy working in a small but friendly and busy team. The Role Typing correspondence to clients, other firms of solicitors, accountants etc Typing and completing complete legal documents including Wills, Trusts, Trusts, Powers of Attorney etc Keeping an up-to-date diary for the Solicitors and fee-earners. Making appointments and organising and arranging meetings Answer the telephone, taking messages and dealing with queries. Deal with the post - incoming and outgoing Setting up new files, closing and archiving files and sending for storage Dealing with accounts - typing client's bills, completing timesheets, organising the raising of payments and expenses Undertaking other admin duties including photocopying, filing etc Skills / Experience Excellent typing skills Preferred experience of working within a legal environment Excellent communication and client facing skills Due to the large number of responses we receive it is not always possible to respond to every application straight away. Should your skills and experience be a match for this role, or any other vacancy we may have, we will normally contact you within 72 hours of receiving your application. If you wish to apply for further roles please do so.
Ideal Personnel and Recruitment Solutions
Northampton, Northamptonshire
Our client has a permanent vacancy for an experienced Legal Secretary to join their busy private client team. The team offer a wide range of private client services including wills and trusts, inheritance tax planning, probate, powers of attorney and court of protection. The successful candidate will enjoy working in a small but friendly and busy team. The Role Typing correspondence to clients, other firms of solicitors, accountants etc Typing and completing complete legal documents including Wills, Trusts, Trusts, Powers of Attorney etc Keeping an up-to-date diary for the Solicitors and fee-earners. Making appointments and organising and arranging meetings Answer the telephone, taking messages and dealing with queries. Deal with the post - incoming and outgoing Setting up new files, closing and archiving files and sending for storage Dealing with accounts - typing client's bills, completing timesheets, organising the raising of payments and expenses Undertaking other admin duties including photocopying, filing etc Skills / Experience Excellent typing skills Preferred experience of working within a legal environment Excellent communication and client facing skills Due to the large number of responses we receive it is not always possible to respond to every application straight away. Should your skills and experience be a match for this role, or any other vacancy we may have, we will normally contact you within 72 hours of receiving your application. If you wish to apply for further roles please do so.
Mar 23, 2024
Full time
Our client has a permanent vacancy for an experienced Legal Secretary to join their busy private client team. The team offer a wide range of private client services including wills and trusts, inheritance tax planning, probate, powers of attorney and court of protection. The successful candidate will enjoy working in a small but friendly and busy team. The Role Typing correspondence to clients, other firms of solicitors, accountants etc Typing and completing complete legal documents including Wills, Trusts, Trusts, Powers of Attorney etc Keeping an up-to-date diary for the Solicitors and fee-earners. Making appointments and organising and arranging meetings Answer the telephone, taking messages and dealing with queries. Deal with the post - incoming and outgoing Setting up new files, closing and archiving files and sending for storage Dealing with accounts - typing client's bills, completing timesheets, organising the raising of payments and expenses Undertaking other admin duties including photocopying, filing etc Skills / Experience Excellent typing skills Preferred experience of working within a legal environment Excellent communication and client facing skills Due to the large number of responses we receive it is not always possible to respond to every application straight away. Should your skills and experience be a match for this role, or any other vacancy we may have, we will normally contact you within 72 hours of receiving your application. If you wish to apply for further roles please do so.
Kingdom People Professional Services is a recruitment agency specialising in connecting top-tier professionals with prominent firms and organisations. We are currently looking for a talented and dynamic individual to join our client's Private Client Team. All applications, from Paralegals , to Newly Qualified Solicitors , to experienced Solicitors/Legal Executives are welcome! The successful candidate will have experience with Wills, Powers of Attorney, the Court of Protection, Estates, Trusts, and Probate. You will be working closely with the Head of the Department, and the Operations Manager. Your day-to-day tasks: Advising and supporting clients on estate planning matters, Wills, Powers of Attorney and Court of Protection, Estate and Trust administration Drafting Wills, Powers of Attorney, Trust deeds and documents Dealing with high net worth clients, trusts and estates Preparing and filing tax returns, including annual trust tax returns Requirements: Bachelor's degree in Law or related field, or proven experience working within a successful Private Client team. Good working knowledge of Microsoft Office applications including Word and Outlook. Strong knowledge of Wills, Trusts, and Probate matters. Excellent analytical and problem-solving skills. Excellent communication and client care skills Attention to detail and ability to deliver high-quality work. Strong drafting and presentation skills. Clear verbal and written communication skills. Ability to work independently as well as part of a team. Able to work with minimal supervision, take responsibility, and display initiative. Commitment to professional development. STEP membership is preferred but not essential. For Solicitors: at least 5 years Post Qualification Experience (PQE). Benefits: Competitive salary and benefits package, depending on your level of experience Casual dress to work Possibility of hybrid working Company sick pay Enhanced maternity leave Employee discounts for all legal services provided by the firm Company-wide events and networking events Join our team and take your career to the next level with Kingdom People Professional Services . Apply today!
Mar 22, 2024
Full time
Kingdom People Professional Services is a recruitment agency specialising in connecting top-tier professionals with prominent firms and organisations. We are currently looking for a talented and dynamic individual to join our client's Private Client Team. All applications, from Paralegals , to Newly Qualified Solicitors , to experienced Solicitors/Legal Executives are welcome! The successful candidate will have experience with Wills, Powers of Attorney, the Court of Protection, Estates, Trusts, and Probate. You will be working closely with the Head of the Department, and the Operations Manager. Your day-to-day tasks: Advising and supporting clients on estate planning matters, Wills, Powers of Attorney and Court of Protection, Estate and Trust administration Drafting Wills, Powers of Attorney, Trust deeds and documents Dealing with high net worth clients, trusts and estates Preparing and filing tax returns, including annual trust tax returns Requirements: Bachelor's degree in Law or related field, or proven experience working within a successful Private Client team. Good working knowledge of Microsoft Office applications including Word and Outlook. Strong knowledge of Wills, Trusts, and Probate matters. Excellent analytical and problem-solving skills. Excellent communication and client care skills Attention to detail and ability to deliver high-quality work. Strong drafting and presentation skills. Clear verbal and written communication skills. Ability to work independently as well as part of a team. Able to work with minimal supervision, take responsibility, and display initiative. Commitment to professional development. STEP membership is preferred but not essential. For Solicitors: at least 5 years Post Qualification Experience (PQE). Benefits: Competitive salary and benefits package, depending on your level of experience Casual dress to work Possibility of hybrid working Company sick pay Enhanced maternity leave Employee discounts for all legal services provided by the firm Company-wide events and networking events Join our team and take your career to the next level with Kingdom People Professional Services . Apply today!
Leading Regional firm South London 3+ PQE Private Client Solicitor Broad range of Work Our client is a leading regional practice looking for a Private Client Solicitor with 3 years PQE+ to join their team. The ideal candidate will be technically proficient in all aspects of private client work and have the ability to explain complex matters. You will also have the ability to work independently and within a team. You will be joining a firm that is highly regarded and has a well-established reputation along with broad knowledge across the entire sector. The role will see you deliver a full range of private client services to the firm's clients including will drafting, probate and estate administration, inheritance tax planning and trusts, and lasting powers of attorney. The firm are known for the support given to their team and training will be provided in more complex matters where needed. The successful candidate will be expected to demonstrate sound knowledge and experience of a range of private client work and is likely to have broad experience in estate planning and the administration of trusts and estates. It is also essential for the candidate to be able to demonstrate an eagerness to learn and a willingness to develop and maintain excellent relationships with clients and other professionals. Please apply as directed or confidentially contact Jamie Parsons at Search Legal for more information. Alternatively, if this role is not for you, I am working on a variety of other opportunities with ranked teams in London so would be interested in talking to any Private Client Solicitor Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Mar 21, 2024
Full time
Leading Regional firm South London 3+ PQE Private Client Solicitor Broad range of Work Our client is a leading regional practice looking for a Private Client Solicitor with 3 years PQE+ to join their team. The ideal candidate will be technically proficient in all aspects of private client work and have the ability to explain complex matters. You will also have the ability to work independently and within a team. You will be joining a firm that is highly regarded and has a well-established reputation along with broad knowledge across the entire sector. The role will see you deliver a full range of private client services to the firm's clients including will drafting, probate and estate administration, inheritance tax planning and trusts, and lasting powers of attorney. The firm are known for the support given to their team and training will be provided in more complex matters where needed. The successful candidate will be expected to demonstrate sound knowledge and experience of a range of private client work and is likely to have broad experience in estate planning and the administration of trusts and estates. It is also essential for the candidate to be able to demonstrate an eagerness to learn and a willingness to develop and maintain excellent relationships with clients and other professionals. Please apply as directed or confidentially contact Jamie Parsons at Search Legal for more information. Alternatively, if this role is not for you, I am working on a variety of other opportunities with ranked teams in London so would be interested in talking to any Private Client Solicitor Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Service Care Legal are recruiting on behalf of a Legal 500 firm who are seeking a Private Client Solicitor to join their growing team! Please find below further details with regards to this position. ROLE: Private Client Solicitor LOCATION: East London SALARY: 45,000 to 55,000 per annum PQE: 3 years'+ The Role To manage a varied caseload of Private Client matters including complex tax and trust matters in addition to Wills, Probate and Court of Protection matters To undertake occasional business development in order to grow the team The Person A qualified Solicitor, Legal Executive or Barrister with 3 years' + PQE Experienced in running a caseload in relation to tax, trusts, deputyships, probate, Wills The Benefits Flexible working arrangements Strong pension contribution Bonus scheme If this Property Lawyer oisutuib sounds like an opportunity of interest, please feel free to reach out to Lloyd Stanley on (phone number removed), or email (url removed). We also welcome referrals for this position, where a successful recommendation would be worth 250.
Mar 21, 2024
Full time
Service Care Legal are recruiting on behalf of a Legal 500 firm who are seeking a Private Client Solicitor to join their growing team! Please find below further details with regards to this position. ROLE: Private Client Solicitor LOCATION: East London SALARY: 45,000 to 55,000 per annum PQE: 3 years'+ The Role To manage a varied caseload of Private Client matters including complex tax and trust matters in addition to Wills, Probate and Court of Protection matters To undertake occasional business development in order to grow the team The Person A qualified Solicitor, Legal Executive or Barrister with 3 years' + PQE Experienced in running a caseload in relation to tax, trusts, deputyships, probate, Wills The Benefits Flexible working arrangements Strong pension contribution Bonus scheme If this Property Lawyer oisutuib sounds like an opportunity of interest, please feel free to reach out to Lloyd Stanley on (phone number removed), or email (url removed). We also welcome referrals for this position, where a successful recommendation would be worth 250.
We have an attractive new opportunity for a Locum Private Client Solicitor or Legal Executive to assist within a long established, friendly firm in Hampshire, starting in April until September 2024. The Opportunity We are partnering with a friendly, long-established practice to source a Locum Private Client Solicitor or Legal Executive due to an influx in work and to cover the team's holidays throughout the spring and summer. This assignment is to start in April with an expected duration of 4 months with potential to extend beyond this point. The ideal locum will be looking to assist 5 days per week, however candidates seeking a different working pattern are welcome to apply. This is an office-based role. The office is within walking distance to the nearest station. Responsibilities The successful Locum will manage a caseload of private client matters including: Drafting and advising on a range of wills Probate Estate administration LPAs Tax and Trusts Court of Protection Benefits Attractive hourly rate of up to 60 DOE Friendly culture and team Secretarial support and Assistants in the team Requirements At least 3 years' experience as a Locum Private Client Solicitor or Legal Executive Experience handling busy and varied private client caseloads Ability to work self-sufficiently and hit the ground running in a locum role To be considered for this opportunity please contact Birchrose Associates for a confidential discussion. Birchrose Associates, trading name of Huntress Search Ltd, acts as a Recruitment Agency in relation to all Permanent roles and as a Recruitment Business in relation to all Temporary roles. We practice a diverse and inclusive recruitment process that ensures equal opportunity for all we work with, irrespective of race, sexual orientation, mental or physical disability, age or gender. As an organisation, we encourage applications from all backgrounds and will ensure measures are met when required, to allow a fair process throughout. PLEASE NOTE: We can only consider applications from candidates who have the right to work in the UK.
Mar 21, 2024
Seasonal
We have an attractive new opportunity for a Locum Private Client Solicitor or Legal Executive to assist within a long established, friendly firm in Hampshire, starting in April until September 2024. The Opportunity We are partnering with a friendly, long-established practice to source a Locum Private Client Solicitor or Legal Executive due to an influx in work and to cover the team's holidays throughout the spring and summer. This assignment is to start in April with an expected duration of 4 months with potential to extend beyond this point. The ideal locum will be looking to assist 5 days per week, however candidates seeking a different working pattern are welcome to apply. This is an office-based role. The office is within walking distance to the nearest station. Responsibilities The successful Locum will manage a caseload of private client matters including: Drafting and advising on a range of wills Probate Estate administration LPAs Tax and Trusts Court of Protection Benefits Attractive hourly rate of up to 60 DOE Friendly culture and team Secretarial support and Assistants in the team Requirements At least 3 years' experience as a Locum Private Client Solicitor or Legal Executive Experience handling busy and varied private client caseloads Ability to work self-sufficiently and hit the ground running in a locum role To be considered for this opportunity please contact Birchrose Associates for a confidential discussion. Birchrose Associates, trading name of Huntress Search Ltd, acts as a Recruitment Agency in relation to all Permanent roles and as a Recruitment Business in relation to all Temporary roles. We practice a diverse and inclusive recruitment process that ensures equal opportunity for all we work with, irrespective of race, sexual orientation, mental or physical disability, age or gender. As an organisation, we encourage applications from all backgrounds and will ensure measures are met when required, to allow a fair process throughout. PLEASE NOTE: We can only consider applications from candidates who have the right to work in the UK.
Private Client Solicitor / Legal Executive Salary: Very Competitive + Excellent Benefits Location: Longfield, Kent The Client: Our client is an esteemed law firm, commitment to delivering exceptional legal services in residential property, family law, wills & probate, and commercial property. The Role: As a Solicitor / Legal Executive in a private client department, you will play a pivotal role in executing a range of wills & probate task and making a valuable contribution to the firm's operations. Responsibilities: Drafting wills and creating trusts. Formulating powers of attorney. Managing estate administration. Offering advice on inheritance tax matters. Ensuring clients are regularly informed about the progress of their cases. Implementing marketing strategies to boost team revenue, including generating articles and content. Contributing to the training and development of team members. Providing support to other colleagues within the firm as needed. Mitigating risk in handling various tasks and ensuring adherence to the firm's risk and file management procedures. Executing all responsibilities in line with documented procedures and systems outlined in the office manual and the firm's training seminars. Requirements: Previously worked as a Experienced Solicitor, NQ Solicitor, Legal Executive, or in a similar role. Experience working in a private client department or Ideally a STEP member Capable of independently managing a case load. Open to utilising the firm's practice and case management system. Skilled in IT. Apply now for this exceptional opportunity to work with a dynamic team and further enhance your career. Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us. Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
Mar 20, 2024
Full time
Private Client Solicitor / Legal Executive Salary: Very Competitive + Excellent Benefits Location: Longfield, Kent The Client: Our client is an esteemed law firm, commitment to delivering exceptional legal services in residential property, family law, wills & probate, and commercial property. The Role: As a Solicitor / Legal Executive in a private client department, you will play a pivotal role in executing a range of wills & probate task and making a valuable contribution to the firm's operations. Responsibilities: Drafting wills and creating trusts. Formulating powers of attorney. Managing estate administration. Offering advice on inheritance tax matters. Ensuring clients are regularly informed about the progress of their cases. Implementing marketing strategies to boost team revenue, including generating articles and content. Contributing to the training and development of team members. Providing support to other colleagues within the firm as needed. Mitigating risk in handling various tasks and ensuring adherence to the firm's risk and file management procedures. Executing all responsibilities in line with documented procedures and systems outlined in the office manual and the firm's training seminars. Requirements: Previously worked as a Experienced Solicitor, NQ Solicitor, Legal Executive, or in a similar role. Experience working in a private client department or Ideally a STEP member Capable of independently managing a case load. Open to utilising the firm's practice and case management system. Skilled in IT. Apply now for this exceptional opportunity to work with a dynamic team and further enhance your career. Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us. Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
Absolute Executive Search are partnered with a leading Legal 500 Law Firm based in Surrey who are seeking to appoint a Private Client Solicitor 2yrs+ PQE into their Team. This is a great opportunity to join a progressive Firm who are an employer of choice in the Surrey area. The successful candidate will be handling a portfolio of clients covering wills, estate planning, inheritance tax, lasting powers of attorney and probate. Job Description:- Inheritance Tax Planning Preparing and advising on Wills, Lasting Powers of Attorney and Trusts Communicating with clients, keeping them up to date on any progress made. Working together as a team to achieve the best outcome for all clients. Mentoring and coaching more junior members of the team. Job Requirements:- Excellent relationship skills. Able to organise and work closely with a portfolio of clients. A high standard of detailed and accurate work. Qualified in England & Wales. Hybrid working offered along with excellent benefits. If you are interested in this position, please apply or contact us to discuss further. All calls are confidential.
Mar 19, 2024
Full time
Absolute Executive Search are partnered with a leading Legal 500 Law Firm based in Surrey who are seeking to appoint a Private Client Solicitor 2yrs+ PQE into their Team. This is a great opportunity to join a progressive Firm who are an employer of choice in the Surrey area. The successful candidate will be handling a portfolio of clients covering wills, estate planning, inheritance tax, lasting powers of attorney and probate. Job Description:- Inheritance Tax Planning Preparing and advising on Wills, Lasting Powers of Attorney and Trusts Communicating with clients, keeping them up to date on any progress made. Working together as a team to achieve the best outcome for all clients. Mentoring and coaching more junior members of the team. Job Requirements:- Excellent relationship skills. Able to organise and work closely with a portfolio of clients. A high standard of detailed and accurate work. Qualified in England & Wales. Hybrid working offered along with excellent benefits. If you are interested in this position, please apply or contact us to discuss further. All calls are confidential.
An exciting opportunity has arisen in our private client department for a legal executive or solicitor. We are looking for someone to hit the ground running and the role would suit someone with experience working currently in a Wills and Probate fee earning role. Knowledge of taking instructions for Wills; Preparing Wills; Attending on clients and advising clients in relation to their Wills; Advising on and preparing Lasting Powers of Attorney and the Court of Protection Probate applications and Estate of Administration; Knowledge in the areas of Taxation, Trusts and would be an advantage albeit not a prerequisite. You would be a joining an expanding private client team and a person dynamic and able to use initiative when dealing with clients or potential clients would be a great advantage. We are looking for someone with a positive approach and who is a team player within the department with ideas to move the department forward and able to act upon those ideas. Flexible/hybrid working can be considered after probationary period and dependent upon experience. Salary up to £40,000.00 full time. Willsons Solicitors offer a number of benefits including; Competitive salary with reviews Training Plans to continue career progression; Flexible/hybrid working options; Generous holiday entitlement; to include office closure between Christmas and New Year; Career development opportunities; Discounted legal fees; Charity and community activities; Car parking facilities; If you are keen to develop your career further working for a highly reputable law firm who genuinely support their staff and take them to the next level then please do not hesitate to get in contact today. Upon application your CV will be submitted to Willsons Solicitors and Emily Neal at Vickers Neal their external HR consultant ONLY. Interviews will be held on site at Willsons in Nuneaton.
Mar 18, 2024
Full time
An exciting opportunity has arisen in our private client department for a legal executive or solicitor. We are looking for someone to hit the ground running and the role would suit someone with experience working currently in a Wills and Probate fee earning role. Knowledge of taking instructions for Wills; Preparing Wills; Attending on clients and advising clients in relation to their Wills; Advising on and preparing Lasting Powers of Attorney and the Court of Protection Probate applications and Estate of Administration; Knowledge in the areas of Taxation, Trusts and would be an advantage albeit not a prerequisite. You would be a joining an expanding private client team and a person dynamic and able to use initiative when dealing with clients or potential clients would be a great advantage. We are looking for someone with a positive approach and who is a team player within the department with ideas to move the department forward and able to act upon those ideas. Flexible/hybrid working can be considered after probationary period and dependent upon experience. Salary up to £40,000.00 full time. Willsons Solicitors offer a number of benefits including; Competitive salary with reviews Training Plans to continue career progression; Flexible/hybrid working options; Generous holiday entitlement; to include office closure between Christmas and New Year; Career development opportunities; Discounted legal fees; Charity and community activities; Car parking facilities; If you are keen to develop your career further working for a highly reputable law firm who genuinely support their staff and take them to the next level then please do not hesitate to get in contact today. Upon application your CV will be submitted to Willsons Solicitors and Emily Neal at Vickers Neal their external HR consultant ONLY. Interviews will be held on site at Willsons in Nuneaton.
ROLE: Private Client Solicitor ABOUT THE ROLE We are looking for an exceptional Private Client Solicitor who has proven experience in this field to join a busy and well-established team, reporting directly to the Head of Private Client. The ideal candidate will have at least 5/6 years' PQE and will be proficient in will drafting, dealing with administration of complex estates and general private client matters. Attention to detail is essential. The role will support a wide variety of work within the department. We are looking for someone who is able to use their own initiative but also able to work well within and as part of a team. The role brings with it the possibility of career progression at a forward thinking and progressive firm. About the team The Private Client Team consists of the department head, solicitors and other fee earners, probate assistants and legal secretaries. KEY RESPONSIBILITIES General day-to-day dealing, advising, and liaising with clients on Private Client matters such as preparation of wills, estate planning, trusts, tax issues, powers of attorney, general estate administration and inheritance matters. Support department with all incoming instructions. Attending client meetings including home, residential and nursing homes as well as hospital visits. Developing strong relationships with clients and other local professionals. Preparation and drafting of documents and other correspondence. Handling client billing and ensuring all billing is accurate and timely. Using a case management system on a day-to-day basis. Engage in promoting the firm by attending marketing events, raising the Firm's profile through social media channels and help in identifying client prospects. SKILLS & EXPERIENCE 5/6 years PQE. Previous experience of advising high-net worth individuals with estate planning and will preparation is essential. Previous experience of, or willingness to learn, how to make the most of Agricultural and Business reliefs to include estate planning and estate administration an advantage. The administration of estates, to include taxable estates. Preparation of Powers of Attorney essential. Experience of Deputyship and associated Court of Protection applications desirable. Experience of trust creation and administration and related tax affairs. A keen eye for detail with good technical drafting ability. Desire to get involved in the marketing, business development and promotion of the Private Client department and the wider firm. Must be able to communicate effectively and professionally. Fully competent in MS Word and willingness to use case management systems. STEP membership essential and Solicitors for the Elderly membership (desirable) This is a permanent position working Monday to Friday, 9am to 5pm and hybrid working patterns considered (minimum 3 days in the office) What you get in return 26 days holiday + Bank holidays Health Cash Plan including dental and optical cover. Enhanced pension scheme BUPA Private Medical Insurance Discounted gym membership Paid Volunteer days Wellbeing programme & initiatives A calendar of social and networking activities Reduced legal fees. Fantastic learning and development opportunities For more information about Shift F5 and the opportunities we have to offer follow us on Shift F5 Ltd is acting as an Employment Agency in relation to this vacancy.
Mar 18, 2024
Full time
ROLE: Private Client Solicitor ABOUT THE ROLE We are looking for an exceptional Private Client Solicitor who has proven experience in this field to join a busy and well-established team, reporting directly to the Head of Private Client. The ideal candidate will have at least 5/6 years' PQE and will be proficient in will drafting, dealing with administration of complex estates and general private client matters. Attention to detail is essential. The role will support a wide variety of work within the department. We are looking for someone who is able to use their own initiative but also able to work well within and as part of a team. The role brings with it the possibility of career progression at a forward thinking and progressive firm. About the team The Private Client Team consists of the department head, solicitors and other fee earners, probate assistants and legal secretaries. KEY RESPONSIBILITIES General day-to-day dealing, advising, and liaising with clients on Private Client matters such as preparation of wills, estate planning, trusts, tax issues, powers of attorney, general estate administration and inheritance matters. Support department with all incoming instructions. Attending client meetings including home, residential and nursing homes as well as hospital visits. Developing strong relationships with clients and other local professionals. Preparation and drafting of documents and other correspondence. Handling client billing and ensuring all billing is accurate and timely. Using a case management system on a day-to-day basis. Engage in promoting the firm by attending marketing events, raising the Firm's profile through social media channels and help in identifying client prospects. SKILLS & EXPERIENCE 5/6 years PQE. Previous experience of advising high-net worth individuals with estate planning and will preparation is essential. Previous experience of, or willingness to learn, how to make the most of Agricultural and Business reliefs to include estate planning and estate administration an advantage. The administration of estates, to include taxable estates. Preparation of Powers of Attorney essential. Experience of Deputyship and associated Court of Protection applications desirable. Experience of trust creation and administration and related tax affairs. A keen eye for detail with good technical drafting ability. Desire to get involved in the marketing, business development and promotion of the Private Client department and the wider firm. Must be able to communicate effectively and professionally. Fully competent in MS Word and willingness to use case management systems. STEP membership essential and Solicitors for the Elderly membership (desirable) This is a permanent position working Monday to Friday, 9am to 5pm and hybrid working patterns considered (minimum 3 days in the office) What you get in return 26 days holiday + Bank holidays Health Cash Plan including dental and optical cover. Enhanced pension scheme BUPA Private Medical Insurance Discounted gym membership Paid Volunteer days Wellbeing programme & initiatives A calendar of social and networking activities Reduced legal fees. Fantastic learning and development opportunities For more information about Shift F5 and the opportunities we have to offer follow us on Shift F5 Ltd is acting as an Employment Agency in relation to this vacancy.
Our client has a permanent vacancy for an experienced Legal Secretary to join their busy private client team. The team offer a wide range of private client services including wills and trusts, inheritance tax planning, probate, powers of attorney and court of protection. The successful candidate will enjoy working in a small but friendly and busy team. The Role Typing correspondence to clients, other firms of solicitors, accountants etc Typing and completing complete legal documents including Wills, Trusts, Trusts, Powers of Attorney etc Keeping an up-to-date diary for the Solicitors and fee-earners. Making appointments and organising and arranging meetings Answer the telephone, taking messages and dealing with queries. Deal with the post incoming and outgoing Setting up new files, closing and archiving files and sending for storage Dealing with accounts typing client s bills, completing timesheets, organising the raising of payments and expenses Undertaking other admin duties including photocopying, filing etc Skills / Experience Excellent typing skills Preferred experience of working within a legal environment Excellent communication and client facing skills Due to the large number of responses we receive it is not always possible to respond to every application straight away. Should your skills and experience be a match for this role, or any other vacancy we may have, we will normally contact you within 72 hours of receiving your application. If you wish to apply for further roles please do so.
Mar 18, 2024
Full time
Our client has a permanent vacancy for an experienced Legal Secretary to join their busy private client team. The team offer a wide range of private client services including wills and trusts, inheritance tax planning, probate, powers of attorney and court of protection. The successful candidate will enjoy working in a small but friendly and busy team. The Role Typing correspondence to clients, other firms of solicitors, accountants etc Typing and completing complete legal documents including Wills, Trusts, Trusts, Powers of Attorney etc Keeping an up-to-date diary for the Solicitors and fee-earners. Making appointments and organising and arranging meetings Answer the telephone, taking messages and dealing with queries. Deal with the post incoming and outgoing Setting up new files, closing and archiving files and sending for storage Dealing with accounts typing client s bills, completing timesheets, organising the raising of payments and expenses Undertaking other admin duties including photocopying, filing etc Skills / Experience Excellent typing skills Preferred experience of working within a legal environment Excellent communication and client facing skills Due to the large number of responses we receive it is not always possible to respond to every application straight away. Should your skills and experience be a match for this role, or any other vacancy we may have, we will normally contact you within 72 hours of receiving your application. If you wish to apply for further roles please do so.
Our client has a permanent vacancy for an experienced Legal Secretary to join their busy private client team. The team offer a wide range of private client services including wills and trusts, inheritance tax planning, probate, powers of attorney and court of protection. The successful candidate will enjoy working in a small but friendly and busy team. The Role Typing correspondence to clients, other firms of solicitors, accountants etc Typing and completing complete legal documents including Wills, Trusts, Trusts, Powers of Attorney etc Keeping an up-to-date diary for the Solicitors and fee-earners. Making appointments and organising and arranging meetings Answer the telephone, taking messages and dealing with queries. Deal with the post incoming and outgoing Setting up new files, closing and archiving files and sending for storage Dealing with accounts typing client s bills, completing timesheets, organising the raising of payments and expenses Undertaking other admin duties including photocopying, filing etc Skills / Experience Excellent typing skills Preferred experience of working within a legal environment Excellent communication and client facing skills Due to the large number of responses we receive it is not always possible to respond to every application straight away. Should your skills and experience be a match for this role, or any other vacancy we may have, we will normally contact you within 72 hours of receiving your application. If you wish to apply for further roles please do so.
Mar 18, 2024
Full time
Our client has a permanent vacancy for an experienced Legal Secretary to join their busy private client team. The team offer a wide range of private client services including wills and trusts, inheritance tax planning, probate, powers of attorney and court of protection. The successful candidate will enjoy working in a small but friendly and busy team. The Role Typing correspondence to clients, other firms of solicitors, accountants etc Typing and completing complete legal documents including Wills, Trusts, Trusts, Powers of Attorney etc Keeping an up-to-date diary for the Solicitors and fee-earners. Making appointments and organising and arranging meetings Answer the telephone, taking messages and dealing with queries. Deal with the post incoming and outgoing Setting up new files, closing and archiving files and sending for storage Dealing with accounts typing client s bills, completing timesheets, organising the raising of payments and expenses Undertaking other admin duties including photocopying, filing etc Skills / Experience Excellent typing skills Preferred experience of working within a legal environment Excellent communication and client facing skills Due to the large number of responses we receive it is not always possible to respond to every application straight away. Should your skills and experience be a match for this role, or any other vacancy we may have, we will normally contact you within 72 hours of receiving your application. If you wish to apply for further roles please do so.
Job Role: Head of Wills, Trusts and Probate Salary Range: 45k - 60k per year Overview: We are currently recruiting on behalf of a local Law Firm located in the heart of Birkenhead, This is a Leadership role, responsible for managing a team of Wills, Trusts and Probate Staff, Ensuring efficient and effective service delivery, and maintaining compliance with the firm's polices and procedures. Key Responsibilities: Provide leadership to the Wills, Trusts and Probate team, Ensuring organized, client-focused, cost-effective and efficient service delivery Recruit, select, train, develop, motivate and manage Wills, Trusts and Probate staff to empower them to deliver their accountabilities and achieve their full potential Implement and uphold all the firm's policies and procedures, displaying the knowledge, skills and behaviors required by the firm Delivery effective supervision of the best practice and full implementation of case management standards across the Wills, Trusts and Probate team through day-to-day support of staff Manage a personal part caseload of high net worth and complex administrations, providing advice regarding Wills, Trusts and Probate to union clients via the free legal advice service. Performance Management: To be responsible for the professional standard of work done by the Wills, Trusts and Probate team and to be measured via regular monthly and other file reviews To be responsible for case supervision of all Wills, Trusts and Probate fee earners in the performance of their case work by monthly file reviews, by day-to-day supervision, discussion and problem resolution in accordance with SRA and Lexcel standards. To provide supervision, advice, and guidance on technical and professional matters to the members of the Wills, Trusts and Probate team. To be responsible for devising, implementing and delivering a structured and ongoing training programme to ensure that all fee earners and support staff have best practice standard knowledge of relevant law and practice. To create and maintain a source of best practice template letters and documents, and their continued implementation within the case management system. To provide appropriate input and guidance to ensure the firm retains Lexcel accreditation. To conduct appraisals and setting objectives and targets for Wills, Trusts and Probate team Risk and Compliance: To manage and maintain the High Risk Register in respect of Wills, Trusts and Probate matters To be responsible for the supervision of Wills, Trusts and Probate staff in the application of anti-money laundering, source of funds and other due diligence requirements, and to authorise matters to proceed including particularly (but not limited to) property transactions, and to refer to the MD in appropriate circumstances. To be responsible for the investigation and review of allegations of professional negligence, and to report to the MD in respect of the same to plan a strategy for response To investigate and report potential data protection breaches under the GDPR or similar legislation To be responsible for ensuring the department members work with systems and procedures that are Lexcel, and Proclaim compliant, including producing and regularly reviewing templates and precedent documents To assist the Finance Manager in ensuring compliance with all VAT and Tax matters, and Accounts Rules relating to Wills, Trusts and Probate transactions Essential Requirements: At least 7 years of experience in Wills, Trusts and Probate work Admitted solicitor or legal executive or equivalent Excellent verbal and written communication skills Good numerical and file management skills Competent in the use of Microsoft Work & Outlook Desirable Requirements: Working with electronic case management systems Working with Trade unions STEP qualified
Mar 15, 2024
Full time
Job Role: Head of Wills, Trusts and Probate Salary Range: 45k - 60k per year Overview: We are currently recruiting on behalf of a local Law Firm located in the heart of Birkenhead, This is a Leadership role, responsible for managing a team of Wills, Trusts and Probate Staff, Ensuring efficient and effective service delivery, and maintaining compliance with the firm's polices and procedures. Key Responsibilities: Provide leadership to the Wills, Trusts and Probate team, Ensuring organized, client-focused, cost-effective and efficient service delivery Recruit, select, train, develop, motivate and manage Wills, Trusts and Probate staff to empower them to deliver their accountabilities and achieve their full potential Implement and uphold all the firm's policies and procedures, displaying the knowledge, skills and behaviors required by the firm Delivery effective supervision of the best practice and full implementation of case management standards across the Wills, Trusts and Probate team through day-to-day support of staff Manage a personal part caseload of high net worth and complex administrations, providing advice regarding Wills, Trusts and Probate to union clients via the free legal advice service. Performance Management: To be responsible for the professional standard of work done by the Wills, Trusts and Probate team and to be measured via regular monthly and other file reviews To be responsible for case supervision of all Wills, Trusts and Probate fee earners in the performance of their case work by monthly file reviews, by day-to-day supervision, discussion and problem resolution in accordance with SRA and Lexcel standards. To provide supervision, advice, and guidance on technical and professional matters to the members of the Wills, Trusts and Probate team. To be responsible for devising, implementing and delivering a structured and ongoing training programme to ensure that all fee earners and support staff have best practice standard knowledge of relevant law and practice. To create and maintain a source of best practice template letters and documents, and their continued implementation within the case management system. To provide appropriate input and guidance to ensure the firm retains Lexcel accreditation. To conduct appraisals and setting objectives and targets for Wills, Trusts and Probate team Risk and Compliance: To manage and maintain the High Risk Register in respect of Wills, Trusts and Probate matters To be responsible for the supervision of Wills, Trusts and Probate staff in the application of anti-money laundering, source of funds and other due diligence requirements, and to authorise matters to proceed including particularly (but not limited to) property transactions, and to refer to the MD in appropriate circumstances. To be responsible for the investigation and review of allegations of professional negligence, and to report to the MD in respect of the same to plan a strategy for response To investigate and report potential data protection breaches under the GDPR or similar legislation To be responsible for ensuring the department members work with systems and procedures that are Lexcel, and Proclaim compliant, including producing and regularly reviewing templates and precedent documents To assist the Finance Manager in ensuring compliance with all VAT and Tax matters, and Accounts Rules relating to Wills, Trusts and Probate transactions Essential Requirements: At least 7 years of experience in Wills, Trusts and Probate work Admitted solicitor or legal executive or equivalent Excellent verbal and written communication skills Good numerical and file management skills Competent in the use of Microsoft Work & Outlook Desirable Requirements: Working with electronic case management systems Working with Trade unions STEP qualified