- Assisting the Team Leader in processing probate client files.
- Supporting the preparation of estate accounts and inheritance tax forms.
- Drafting Wills and Lasting Power of Attorney (LPA) documents.
- Attending client appointments.
- Handling enquiries that require legal knowledge.
- Supporting departmental marketing activities, including attending networking meetings, writing articles, and other promotional work as required.
- Ensuring relevant website content is accurate, up to date, and legally compliant.
- Attending training courses, conferences, and seminars to maintain professional knowledge and complete required training.
- Delegating tasks to Business Support staff where appropriate.
- Providing financial information to the Senior Management Team upon request.
- Conducting the required number of file reviews per month.
- Accurately recording all chargeable and non-chargeable time.
- Closing files in accordance with the firm’s procedures and SRA requirements.
- Maintaining Lexcel standard requirements by keeping departmental procedures and relevant client letter templates up to date.
- Ensuring compliance with the firm’s policies, procedures, and office manual, including adherence to employment policies, anti-money laundering regulations, IT usage guidelines, health & safety standards, and client care protocols.
Back to searchPrivate Client Solicitor
Law Staff Limited
Posted 3 days ago, valid for 21 days
Leighton Buzzard, Buckinghamshire LU7 0QU, England
Full Time
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Sonic Summary
- Our client is seeking a motivated Solicitor with over 4 years of post-qualification experience (PQE) to join their Private Client team.
- The successful candidate will have a strong background in Wills, LPAs, Probate, and Trusts, and will be confident in managing their own caseload.
- Proficiency in Microsoft Office and case management systems is required, along with strong communication skills to engage with clients and stakeholders.
- The position offers a competitive salary along with a benefits package that includes hybrid working options, 25 days of annual leave, and a company pension.
- The firm values professional growth and provides ongoing training and development opportunities in a supportive work environment.
