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Private Client Associate

Pearson Whiffin Recruitment Ltd
Posted 15 days ago, valid for 3 days
Location

Tunbridge Wells, Kent TN2 5FD

Salary

£40,000 - £48,000 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The job opening is for a Private Client Associate at an established law firm in Tunbridge Wells, offering a salary of up to £60,000 depending on experience.
  • The firm seeks a motivated individual with strong experience in Wills and probate work to join their expanding Private Client team.
  • Candidates should have prior experience in a busy Private Client department and possess knowledge of Wills, Powers of Attorney, and estate administration.
  • The role involves client engagement, producing legal documents, and contributing to business development strategies.
  • Hybrid working options and a discretionary bonus scheme are part of the attractive benefits package.

Job Title: Private Client Associate

Salary: Up to £60,000 (dependant on experience)

Location: Tunbridge Wells

A fantastic opportunity has arisen with my client, an established and supportive law firm with strong ambitions to grow their Private Client team. We are seeking a motivated and career driven associate with strong experience in all aspects of Wills and probate work to join a friendly and collaborative Private Client team that is expanding across all levels this year.

My client offers and highly collegiate, non-hierarchical, and open-minded way of working where you will be encouraged to establish and develop relationships with clients and other professionals as well as to find your own brand within the community.

Duties include:

  • Engage with prospective legal clients, produce matter estimates and pre-instruction documentation as required, follow up enquiries and overcome objections to instruction (or manage same if delegated to others)
  • Produce (or manage the delegated production of) timely, well considered, written advice to clients and the required legal documents to progress and conclude their matter
  • Ensure all aspects of the matter are fully recorded
  • Ensure all necessary communication and actions are taken with third parties and relevant organisations to conclude the matter correctly
  • Exercise high standards of client care in a professional and pleasant manner at all times
  • Ensure effective financial management on files
  • Contribute to business development strategy and identify opportunities to promote the firm both within own work type and other areas

The successful candidate will have/be:

  • Prior experience working in a busy Private Client department
  • Knowledge of Wills, Powers of Attorney, and estate administration
  • Ability to manage your workload
  • A confident communicator with excellent client service skills
  • A high degree of efficiency and accuracy
  • Experience in marketing initiatives and promoting services

Package:

  • Up to £60,000 (dependant on experience)
  • Discretionary bonus scheme
  • Excellent additional benefits
  • Hybrid working options

If you feel you meet the above criteria, please apply online for immediate consideration.

This role is being handled by Harrison Rowe, Legal & Compliance Specialist for Pearson Whiffin Recruitment.

Not quite the right role but still looking?

Whether you are entry or Executive level, our team of experienced Recruitment specialists can help you with your career. We are Kent’s leading independent consultancy and pride ourselves on delivering an exceptional service to both candidates and clients.

Find us on Facebook @PearsonWhiffinRecruitment and Instagram @PearsonWhiffinRecruitment.

By working with us, you will be helping support charities across Kent; we have raised over £50,000 so far!

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.