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Our client’s private client department offers expert advice on wills, probate, estate planning and trusts. They are seeking a motivated and detail-orientated Private Client Fee-earner with Trusts experience to join their team in Dorking and contribute to their continued success.
Ideally, they are looking at NQ level in Cobham and 5 years + PQE in Dorking.
Company Benefits:
- 25 days Holiday
- 3 Days Christmas / New Year Leave
- Private Medical Cover
- Cash Plan
- DIS & Pension
- Competitive salary and benefits package.
- Opportunity to work with a team of dedicated and experienced professionals.
- Professional development and continuing education opportunities.
- Supportive and inclusive work environment.
Key Responsibilities:
- Provide advice and assistance to clients on various private client matters, including wills, probate, estate administration, trusts, and powers of attorney.
- Manage a caseload, ensuring each case is handled with professionalism and efficiency. Maintain detailed and accurate records of all client interactions and case progress.
- Prepare legal documents, such as wills, lasting powers of attorney, and trust deeds. Ensure all documentation is thorough, accurate, and compliant with legal standards.
- Assist clients with estate planning, including inheritance tax planning and advising on the creation and management of trusts.
- Support the administration of estates, including obtaining grants of probate or letters of administration, dealing with HMRC for inheritance tax matters, and distributing estate assets.
- Maintain high standards of client care, providing clear and practical advice while being sensitive to the needs and concerns of clients, often in difficult personal circumstances.
- Ensure all work is conducted in accordance with relevant legal and regulatory requirements, including the Solicitors Regulation Authority (SRA) guidelines and Anti-Money Laundering (AML) regulations.
- Engage in continuous professional development to keep up to date with changes in private client law and practice.
Experience and Skills Requirements:
- Qualified Solicitor or Chartered Legal Executive, ideally with 5 years + PQE, with a focus on private client law.
- Excellent written and verbal communication skills, with the ability to explain complex legal concepts in a clear and concise manner.
- Strong organisational skills with an eye for detail, ensuring accuracy in all legal documents and communications.
- Ability to build strong client relationships and work empathetically with individuals during sensitive times.
- Familiarity with case management systems and standard office software.
- High ethical standards and professional integrity.
If you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.
