Private Client Solicitor

Ideal Personnel & Recruitment Solutions Limited; Bedford; On-site; GBP 50,000 - 70,000; Full time

Job summary

A reputable legal firm in Bedford seeks talented Private Client Solicitors to provide bespoke legal advice. Applicants should have over 5 years of PQE and be passionate about estate planning, including trusts and taxation. Excellent personal and professional skills are essential. Enjoy a supportive team environment with opportunities for personal development.

Qualifications

• 5+ years of experience as a solicitor specializing in Private Client work.
• Experience preparing self-assessment tax returns.
• Membership in SFE and/or STEP is desirable.

Responsibilities

• Provide bespoke estate planning advice to clients.
• Prepare complex wills and lasting powers of attorney.
• Administer taxable and non-taxable estates.

Skills

Attention to detail

Organisational skills

Communication skills

Time management

Self-motivated

Proactive

Calm under pressure

Education

5+ years PQE

SFE and/or STEP membership

Job description

Our client is looking for two talented, friendly and enthusiastic Private Client Solicitors to join their firm. If you are passionate about providing bespoke high quality legal advice, knowledgeable in all areas of Private Client work (in particular, trusts, taxation and lifetime planning) and keen to share your knowledge and experience to help develop others, this role could be exactly what you're looking for!

If you share the vision for delivering excellent service to clients, whilst progressing your own personal development, in a welcoming and supportive environment, then they would love to welcome you into their firm.

Responsibilities

• Providing bespoke estate planning advice to mid to HNW clients
• Preparing complex Wills for mid to HNW clients
• Preparing Lasting Powers of Attorney for mid to HNW clients
• Dealing with the administration of taxable and non-taxable estates
• Preparing Trust documentation to include drafting settlements and subsequent resolutions and deeds necessary to administer settlements
• Advising executors and trustees on the taxation, compliance and reporting requirements for estates and trusts (including preparation of IHT100s & IHT400s)
• Advising trustees of their duties, obligations, and powers available to them from the terms of the settlement, statute, or case law
• Providing business succession planning to business owners including sole traders, partners, and shareholders
• Providing support and advice to members of the team on more complex matters, in particular, trusts, taxation and estate planning
• Attending networking events to build firm reputation and develop professional connections

Experience / Qualifications

• 5+ years PQE
• Experience preparing self-assessment tax returns
• SFE and/or STEP membership (desirable)

Personal skills

• Excellent attention to detail, organisational and communication skills
• Great time management skills
• Self-motivated, outgoing and proactive
• Professional and works well both independently and in a team
• Calm under pressure

Due to the large number of responses we receive it is not always possible to respond to every application straight away. Should your skills and experience be a match for this role, or any other vacancy we may have, we will normally contact you within 72 hours of receiving your application. If you wish to apply for further roles please do so