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Solid experience of working within the private client department of a solicitors.
Efficient, friendly, enjoys working as part of a team.
Working closely with qualified solicitor
A typical private client workload involves estate, succession, and tax planning; structuring wealth to pass down the generations.
Elements of trust management (advising trustees on the administration of trusts); and aspects of probate and charity work often for high-net-worth private individuals. Private client solicitors travel regularly to see clients, who include entrepreneurs, trustees, private banks, charities, individuals, and family offices (an organisation that assumes the day-to-day management and administration of a familys financial and tax affairs).
Therefore, the successful candidate will be involved in diary management.
Travel, either via car or public transport
Taking calls from clients. Assisting where possible but making sure that information is passed to the solicitor to deal with.
Knowledge of the documentation relating to this area of legal practice.
