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Legal Executive

Nicholas Associates

Liverpool City Region

Hybrid

GBP 33,000

Full time

8 days ago

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Job summary

An established industry player is seeking a Legal Executive/Solicitor to manage a diverse Private Client caseload. This role involves direct client interaction, case management, and collaboration with various agencies. The ideal candidate will have at least two years of PQE experience, particularly with high-net-worth clients and estate planning. This position offers a flexible hybrid working environment while primarily being office-based. Join a company committed to diversity and inclusion, where your contributions will help shape the future of private client services.

Qualifications

  • At least two years PQE experience in private client law.
  • Experience with HNW Clients, Probate, Wills, and Trusts.

Responsibilities

  • Manage a Private Client caseload and client communications.
  • Work with marketing to produce blog content related to private client work.

Skills

Time Management
Client Communication
Probate Knowledge
Estate/Tax Planning
Case Management Systems
Excel Proficiency

Education

2 years PQE

Tools

Laserforms

Job description

Position: Legal Executive / Solicitor

Location: Greater Liverpool area

Sector: Private client

Level: 2 years PQE

Salary: £33,000

Hybrid: Flexible but primarily office based

About the Role:
  1. Day to day management of Private Client caseload
  2. Taking calls and enquiries from clients
  3. Updating clients on case progress
  4. Communicating with probate registry, courts, HMLR, HMRC, experts and agencies
  5. Dealing with clients both in person and remotely where necessary
  6. Dealing with administration of estates
  7. Proactive in development of new work for the team and working with existing business contacts
  8. Work with marketing team, producing blog content in relation to private client work
About You:
  1. Have at least two years PQE experience
  2. Experience of dealing with HNW Clients, Probate, Wills, Trusts, Estate/Tax Planning and Services for the Elderly (essential)
  3. Be able to drive and have access to a car (desirable)
  4. Have great time management skills and be able to prioritise heavy workloads
  5. Experience of Case Management Systems and Laserforms
  6. Proficient with Excel spreadsheets
About Us:

We are dedicated to fostering a diverse and inclusive community. In line with our Diversity and Inclusion policy, we welcome applications from all qualified individuals, regardless of age, gender, ethnicity, sexual orientation, or disability. As a Disability Confident Employer, and part of the Nicholas Associates Group, we are committed to supporting candidates with disabilities, and we're happy to discuss flexible working options.

We are committed to protecting the privacy of all our candidates and clients. If you choose to apply, your information will be processed in accordance with the Nicholas Associates Group.

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