Private Client Lawyer

Coodes Solicitors; Truro; Hybrid; GBP 40,000 - 80,000; Full time

Job summary

An established law firm seeks a Private Client Lawyer to join a dedicated team of specialists. This role offers the chance to manage a diverse caseload, providing expert advice on various Private Client matters such as drafting Wills, tax and succession planning, and trust management. With a strong emphasis on personal development and teamwork, this position allows for collaboration with experienced colleagues while contributing to the firm's business development efforts. Join a firm with a rich history and a commitment to excellence, where your skills will be valued and nurtured in a supportive environment.

Benefits

Medical cash plan

Life assurance

Holiday trading

Private medical insurance options

Cycle to work

Discounted shopping platform

Qualifications

• Proven experience in a Private Client setting with a focus on estate planning.
• Ability to manage a diverse caseload and provide expert client advice.

Responsibilities

• Manage a diverse caseload of Private Client matters including Wills and Trusts.
• Provide expert advice on tax, succession planning, and estate administration.

Skills

Inheritance tax mitigation

Estate and succession planning

Trust management

Attention to detail

Drafting skills for Wills and Trusts

Communication skills

Business development initiatives

Education

Solicitor qualification

Chartered Legal Executive qualification

5+ years post-qualification experience

Job description

Coodes LLP is one of the leading law firms in Cornwall and Devon and the longest established firm in the region. With growing demand for our services, an opportunity has arisen for a Private Client Lawyer to join the team which consists of 16 specialist lawyers with a strong support team who advise clients on all aspects of managing their affairs. The department has been described by Chambers and Partners as “having a substantial regional presence” and “winning plaudits for its wills, trust and probate work” with a “growing Court of Protection and elderly client focus.”

What you will do:

You will manage a diverse caseload, providing expert advice to clients across a broad spectrum of Private Client matters. This includes drafting Wills, advising on Tax and Succession Planning, preparing Lasting Powers of Attorney, creating and administering Trusts (in collaboration with our in-house Trust Manager), and managing Estate Administration.

Qualifications you need:

We welcome applications from Solicitors, Chartered Legal Executives, or Lawyers with proven experience in a Private Client setting, ideally with 5+ years of post-qualification experience.

Knowledge, Skills and Experience you need:

• Proficiency in advising clients on inheritance tax mitigation, estate and succession planning, and trust management.
• Experience in handling a varied and complex caseload, including the creation of trusts and the administration of complex, taxable estates.
• Exceptional attention to detail and drafting skills for Wills, Trusts, and Powers of Attorney.
• Ability to work independently and collaboratively within a team, including mentoring and supporting junior team members.
• Excellent communication skills with the ability to build relationships with clients and provide clear and empathetic advice.
• Active participation in the firm's business development initiatives, such as networking and marketing efforts.
• Willingness and ability to travel within the county as required.

The role offers exceptional opportunities for personal development and advancement in a well-established team.

About us:

We have been around for ages – since 1747 to be precise. We have been advising businesses, families and individuals in the South West on the issues that shape their lives and futures for more than 275 years. Our firm, our team and our way of doing business is rooted in the communities and economy of Cornwall and Devon, and it shows in the way we work with our clients.

Coodes has established a reputation as a firm that values and respects its people and supports them in developing rewarding, long-term careers. Our values of professionalism, integrity, teamwork, fairness, enterprise and excellence underpin everything that we do. They embody how we work and grow together, how we tackle challenges, adapt to change and embrace new opportunities. Our positive culture with clear and shared values was recognised in April 2021 when we attained Investors in People Silver.

Whatever the role and location, joining Coodes means working alongside colleagues who are recognised experts in their fields and who deliver the very highest standards of excellence in legal practice and client service.

Additional benefits include:

• Medical cash plan
• Life assurance
• Holiday trading
• Private medical insurance options
• Cycle to work
• Discounted shopping platform

Location:

Truro ideally, although we are open to discussion regarding which of our eight locations best suits you. In addition to our offices, the firm aims to enable as many staff as possible to incorporate an element of remote work into their working week if they so wish.

Hours:

This is a full-time position. 35 hours a week Monday to Friday; however, we welcome applications from candidates looking for alternative working arrangements.

Speculative candidates submitted through agencies we have not instructed will not be considered to be represented by that agency.

We reserve the right to close this vacancy early if a suitable candidate is found.