Private Client Solicitor

Our client is one of the oldest law firms in Gloucester, and are proud of offering a wide range of legal services to businesses and individuals for over 150 years.

They provide the highest level of service to their clients and fully engage in the local community.

They offer competitive salaries, opportunities for flexible working and an innovative and a supportive environment for committed legal professionals to progress.
 
They’re currently seeking a Private Client Solicitor to join their Private Client team, and provide legal services to clients in relation to Wills, Lasting Powers of Attorney, Trusts, and capacity issues including deputyship.

The main responsibilities with this position will include:

Initial consultations and client triage where required;
Preparation of Wills, advice on Trusts, capacity, Inheritance Tax;
Advising on Lasting Powers of Attorney, dealing with applications and registrations;
Advising with respect to Trusts and preparation of appropriate Trust Documents;
Advising and liaising with clients on probate matters; deputyships;
Ongoing case management;
To work within a team to develop the department;
Networking and business development for workflows;
Reviewing and managing WIP and client financing in relation to ongoing matters;
To achieve fees to meet monthly and year-end targets;
Attend team meetings and courses where appropriate;
Keep files well organised and property updated in accordance with the firm’s policies;
To use DPS for all emails, letters, reports and correspondence and ensure other team members use it correctly;
Utilise PC skills as necessary to carry out the job tasks;
Record phone calls, enquiries and requests, and handling them when appropriate.

Actioning to ensure a response to calls, where necessary;
Compliance with Company standards and procedures.

The role will require someone who has a proven record of accomplishment in organising their own personal workload and responsibilities; the ability to determine priorities and consistently meet deadlines.

The successful candidate is likely to be 2 years+ PQE (or equivalent) and have experience of using multiple systems, collating and analysing data as well as exemplary administration skills.

This is a fantastic opportunity for a Private Client Solicitor looking to take the next step in their career within a reputable and forward-thinking law firm.

Please get in touch with Justine on 0161 914 7357 for an informal discussion or send your current CV to j.forshaw@clayton-legal.co.uk