Private Client Associate Solicitor or Associate Legal Executive

Private Client Associate Solicitor or Associate Legal Executive

We are recruiting to replace a team member who is planning to retire in advance of their retirement.
The successful applicant must be able to hit the ground running in a busy department. Varied caseload of Wills, LPAs, Trusts, Estate Administration and Court of Protection. Providing an excellent service for high-net-worth individuals.
Technical Skills:
• Need to be able to see the whole picture of a case and at the same time have an eye for the fine details.
• Accuracy in drafting, whether deeds, LPAs, Wills or estate accounts and figures.
• Comprehensive knowledge of inheritance tax for the purposes of tax planning and estate administration with ability to draft the appropriate documentation to achieve this.
• Capable of dealing with issues of capacity, undue influence.
• Knowledge of the various grants of representation involved in estate administration and how to apply for them.
• Ability to read, understand and explain technical documents for clients in a language they understand
Specific competency and behaviours:
• A commitment to our core values.
• An ability to fully understand clients’ needs and ambitions.
• Ability to produce high quality accurate work.
• Excellent presentation and communication skills, written and verbal.
• A commitment to being accessible to clients.
• Ability to run cases with minimum supervision.
• Reputation for being a trusted advisor.
• Ability to collaborate with other entrusted experts and organisations and other lawyers within the firm.
• Ability to manage, supervise and support the work of support staff.
• Sense of humour.
• Respond positively to change and support innovation.
A professional with a minimum of 3 years of PC experience, a proven track record of independently managing a caseload, with a strong understanding of Wills, LPAs, Court of Protection matters, and Estate Administration. Trusts experience is desirable.
Solicitor or FCILEX
Professional Memberships:
STEP or SFE desirable
Quality standards:
Experience of working to quality standards for Lexcel and WiQS desirable.

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