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Job Title: Private Client Fee EarnerLocation: BracknellDepartment: Private Client
Key Responsibilities:-
Provide expert legal advice on estate planning, trusts, tax planning, succession planning, wills, and probate.
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Manage and grow a portfolio of clients, acting as their primary legal advisor.
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Draft and oversee legal documents, including wills, trusts, and powers of attorney.
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Ensure compliance with AML, KYC, and data protection laws.
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Develop new business opportunities through networking and marketing initiatives.
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Collaborate with financial advisors, accountants, and other professionals to provide integrated client services.
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Monitor financial performance, billing, and profitability within the department.
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Represent clients in disputes or negotiations related to estates, trusts, and family wealth.
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Qualified solicitor (SRA registered) with 4+ years PQE in private client law.
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Strong technical expertise in estate administration, tax planning, wills, and trusts.
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Proven track record in client relationship management and business development.
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Excellent communication and leadership skills.
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Strong knowledge of regulatory frameworks, including AML, KYC, and GDPR.
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Proactive, client-focused approach with high ethical standards.
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Strong organisational and time-management skills.
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Ability to work under pressure and meet deadlines.
