Private Client Lawyer

Law Staff Legal Recruitment; Ivy Chimneys; Hybrid; GBP 35,000 - 55,000; Full time

Job summary

A growing legal firm in the UK is looking for an experienced Private Client Solicitor to join their team. This position offers hybrid working and a diverse caseload including the preparation of Wills and estate management. The ideal candidate will have a strong background in private client work, excellent communication skills, and the ability to manage complex estate matters. Benefits include a generous holiday allowance, training support, and a healthcare plan.

Benefits

Flexible hybrid working

Employee Pension Scheme

Generous holiday allowance

Life Assurance

Corporate Healthcare Plan

Bonus Scheme

Free Parking

Qualifications

• 3+ years PQE in private client work.
• Knowledge of contentious probate matters.
• Ability to advise on tax planning and inheritance issues.

Responsibilities

• Manage a diverse caseload in Wills, Trusts, and Probate.
• Prepare Wills and Lasting Powers of Attorney.
• Advise clients on tax planning and estate administration.

Skills

Inheritance Act Knowledge

Tax Planning

Wills Preparation

Estate Administration

Client Communication

Organisational Skills

Team Collaboration

Education

STEP or SFE Qualification

Job description

Our client are seeking an experienced Private Client Solicitor 3 Years' + PQE or Chartered Legal Executive to join the Wills Trusts & Probate Team. The firm offer flexible Hybrid working, free car parking on site, a generous holiday allowance, a group life scheme plus more.

This Private Client Lawyer role may be based at their head office in Essex, on a full-time or part-time basis it offers the opportunity to manage a diverse caseload of private client matters.

The Private Client Lawyer Role:

• Proven background and demonstrable enthusiasm for Private Client work
• Claims under Inheritance(Provision for Family and Dependants Act) 1975
• Preparation of Wills
• Administration of Estates for business and private clients
• Lifetime and Post-Death Tax Planning
• Lasting Powers of Attorney
• Court of Protection Orders
• Residential and Nursing Care Issues
• Trust formation and administration
• Business development, social media and networking activities, as appropriate

Experience as Private Client Lawyer:

• 3 years + PQE.
• The STEP or SFE qualification would be preferred but is not essential
• Knowledge of the law relating to Contested Wills and Inheritance Act claims
• Demonstrable experience of successfully having acted for clients in contentious Probate matters.
• Ability to advise and progress claims on behalf of a dependent under IPFDA 1975
• Experience in a variety of different areas of dispute in Probate, including disputes over the validity of a Will, capacity of the testator and disputes as to an estate administration and costs charged by the person administering an estate.
• Preparation of responses to a Larke v Nugus request.
• Demonstrate an understanding of the preparation of Wills (including Wills incorporating measures aimed at asset protection and mitigation of tax).
• Fundamental principles of inheritance, capital gains and income tax and their application in an estate planning context.
• Knowledge relating to formation, administration and taxation of trusts; administration of estates; deeds of variation.
• Preparation and registration of Lasting Powers of Attorney; providing specialist advice for elderly clients.
• Ability and willingness to learn and manage workload in an efficient and organised manner and meet clients’ demanding requirements.
• Able to communicate very well in writing using correct grammar and plain English.
• Enthusiastic, willing and strong team player, have an excellent balance between technical ability and commercial awareness.
• Possess strong organisational and inter-personal skills and be IT proficient.

Benefits for the Private Client Lawyer:

• Being a part of an exciting, growing business who truly put clients first
• Flexible hybrid working
• Employee Pension Scheme
• Ongoing supportive training
• Generous holiday allowance
• Life Assurance
• Corporate Healthcare Plan
• Bonus Scheme
• Opticians Scheme
• Free Parking
• Staff Discounts

For further information about this Private Client Lawyer role please contactMarcus Stevens quoting reference 36945.


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