Private Client Fee Earner

Kenlinks Recruitment; Blackburn; On-site; GBP 30,000 - 42,000; Full time

Job summary

A growing law firm located in Blackburn is seeking an experienced individual to join their Private Client (Wills and Probate) department. The ideal candidate should have 2-4 years of experience, capable of managing their own case load and conducting client meetings professionally. Responsibilities include drafting legal documents, running case files, and assisting with client instructions. This role may require home visits to clients, hence having a driving license and access to a vehicle is advantageous.

Qualifications

• 2-4 years established experience in Private Client work.
• Ability to manage own case load with minimal supervision.
• Competent use of Microsoft Office and Excel.
• Ability to assess legal issues and draft documents.
• Ability to work independently and undertake file admin.
• Ability to conduct legal research.
• Assist Head of Department with department growth and business development.
• Experience in Trust Administration including set up of trusts and HMRC registration.

Responsibilities

• Draft Wills and Lasting Powers of Attorney.
• Manage file administration independently.
• Set up and run case files from start to completion.
• Execute documents with clients.
• Some networking as required.

Skills

Will drafting

Client relationship management

Legal research

Trust Administration

Microsoft Office

Proclaim Case Management System

Tools

Proclaim

Job description

We are an ever-growing law firm with our head office in Blackburn. Wehave a great opportunity for an enthusiastic and experienced individualto join our Private Client (Wills and Probate) department.

The role covers all areas of Private Client, to include Will draftingand advice, Lasting Powers of Attorney and Estate Administration, bothProbate and Intestacy to include Inheritance taxable estates.

• 2-4 years established experience in Private Client
• Ability to manage own case load with minimal supervision in accordance with firm procedures and processes
• Ability to conduct meetings with clients in a professional manner
• Ability to assess legal issues, advise and draft documents accordingly
• Ability to work independently and undertake file admin independently
• Ability to conduct legal research
• Ability to assist Head of Department with department growth toinclude development of long term client relationships and assisting andattending business development activities
• Experience in Trust Administration to include the set up of trust, taxation on trusts and HMRCs Trust Registration scheme
• Experience in advising on high net worth matters to include tax mitigation

Home visits to see clients may be required so ideally someone who drives and has access to their own vehicle

• Attending upon clients to take instructions relating to Private Client matters and advising according to the circumstances
• Setting up case files
• Running case files from start to completion
• Drafting documents to include detailed attendance notes, letters toclients, Wills, Lasting Powers of Attorneys, Inheritance Tax paperwork,etc, and ensuring the files comply with the law in this area and thefirm procedures.
• Executing documents with clients
• Some networking will be included in the role, as and when required.

Key skills and abilities

• Competent use of Microsoft office and Excel
• Competent use of a Case Management System, preferably Proclaim
• Confident telephone manner
• Able to use initiative and work as a team member
• To assist and work appropriately and considerately with other fee earners and support staff
• To attend and participate in any meetings of the department or the firm when required

Competence & Development

• Maintain knowledge and skills in relevant practice area(s) keeping up to date with relevant legislation and case law
• Ensure continuing competence through identifying and addressing any learning needs
• To participate in and engage with supervision in respect of your work
• Maintain a good knowledge and understanding of IT systems with a proactive approach to the introduction of new systems

Compliance

• Act in accordance with the proper professional standards and regulations of the Solicitors
• Regulation Authority, and all other relevant bodies
• To follow all policies and procedures contained within the Office Manual
• To identify and report any risks to the COLP, COFA or Money Laundering Reporting Officer where necessary