Private Client Fee Earner
hace 2 meses
£22000–£25000 anual
Jornada completa
Blackburn
Role and Responsibilities
We are an ever-growing law firm with our head office in Blackburn. We have a great opportunity for an enthusiastic and experienced individual to join our Private Client (Wills and Probate) department. The role covers all areas of Private Client, to include Will drafting and advice, Lasting Powers of Attorney and Estate Administration, both Probate and Intestacy to include Inheritance taxable estates. Essential:
2-4 years established experience in Private Client
Ability to manage own case load with minimal supervision in accordance with firm procedures and processes
Ability to conduct meetings with clients in a professional manner
Ability to assess legal issues, advise and draft documents accordingly
Ability to work independently and undertake file admin independently
Ability to conduct legal research
Ability to assist Head of Department with department growth to include development of long term client relationships and assisting and attending business development activities Desirable:
Experience in Trust Administration to include the set up of trust, taxation on trusts and HMRC’s Trust Registration scheme
Experience in advising on high net worth matters to include tax mitigation Home visits to see clients may be required so ideally someone who drives and has access to their own vehicle Day to day duties:
Attending upon clients to take instructions relating to Private Client matters and advising according to the circumstances
Setting up case files
Running case files from start to completion
Drafting documents to include detailed attendance notes, letters to clients, Wills, Lasting Powers of Attorneys, Inheritance Tax paperwork, etc, and ensuring the files comply with the law in this area and the firm procedures.
Executing documents with clients
Billing files
Some networking will be included in the role, as and when required. Key skills and abilities
Competent use of Microsoft office and Excel
Competent use of a Case Management System, preferably Proclaim
Confident telephone manner
Able to use initiative and work as a team member
To assist and work appropriately and considerately with other fee earners and support staff
To attend and participate in any meetings of the department or the firm when required Competence & Development
Maintain knowledge and skills in relevant practice area(s) keeping up to date with relevant legislation and case law
Ensure continuing competence through identifying and addressing any learning needs
To participate in and engage with supervision in respect of your work
Maintain a good knowledge and understanding of IT systems with a proactive approach to the introduction of new systems Compliance
Act in accordance with the proper professional standards and regulations of the Solicitors
Regulation Authority, and all other relevant bodies
To follow all policies and procedures contained within the Office Manual
To identify and report any risks to the COLP, COFA or Money Laundering Reporting Officer where necessary
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