Private Client Solicitor with hybrid working
13 hours ago
Solihull
We are seeking an accomplished and forward-thinking Solicitor/Fee Earner to join our Private Client Department. You will manage a diverse caseload of Private Client matters, including Wills, Lasting Powers of Attorney, Trusts, Tax advice, and Probate. You will also be responsible for ensuring high-quality service, and championing efficiency, compliance and best practice. This full-time role (9.15pm, Monday to Friday) is predominantly office-based, with occasional home visits. Meeting with existing and potential clients to provide expert advice on all areas of Wills, Lasting Powers of Attorney, Trust matters, Tax advice and Probate. · Processing files from start to finish in an effective and timely manner and in line with the company’s policies on file management. · Opening files and conducting necessary Client Due Diligence and risk management. · Preparing correspondence and documents using in-house software. · Managing client ledgers and complying with the Solicitors’ Accounts Rules. · Responsibility for the maintenance of our manual filing systems. · Undertaking any specific training when required to do so and overall to have responsibility toward self-improvement. · Managing personal billing target. · A qualified Solicitor with at least 5-7 years PQE in private client work. · have excellent and demonstrable IT skills particularly with the Microsoft Office suite and internet applications. Previous experience of case management software would be an advantage. · have an understanding and knowledge of General Data Protection Regulations. · have an understanding and knowledge of the Solicitors Accounts Rules in relation to your area of work. Competitive salary (dependent on experience) · Pension scheme · Private medical insurance · Progression opportunities Job Types: Full-time, Permanent Company pension * On-site parking * Private medical insurance