Private Client Solicitors | Wills and Probate | Nationwide |

Gemini Recruitment; Birmingham; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading legal recruitment agency is seeking a Private Client Solicitor - Director specializing in Wills and Probate. The ideal candidate will have over 5 years of experience and a valid Practicing Certificate. Responsibilities include supervising a team, managing cases, and working closely with clients to ensure their needs are met. Join a dynamic team focused on delivering excellence in client care.

Qualifications

• Experience managing Wills & Probate work.
• Ability to manage caseload types effectively.
• Professional with good client care skills.

Responsibilities

• Collaborate with the Board to meet performance targets.
• Supervise a team of solicitors and paralegals.
• Assist with casework related to Wills and Probate.

Skills

5 Years+ PQE

Client care skills

Excellent analytical skills

Organizational skills

Excellent networking skills

Pro-active approach

Education

Valid Practicing Certificate

Tools

Microsoft Office

Job description

Overview

Role: Private Client Solicitor - Director – Wills and Probate

Our client, a leading national law firm respected for its excellence in client care are looking to recruit experienced Wills & Probate Solicitor/Head of Department/Director.

Gemini Recruitment are currently partnering with a large and established law firm. Our client serves corporate entities and private individuals in over 25 practice areas from offices throughout London and across England and Wales. Our client’s accomplishments are acknowledged and recommended in The Legal 500 and Chambers and Partners, as a top tier firm.

Our client holds the Investors in People Gold Accreditation Quality Standard Mark and is LEXCEL, Cyber Essentials Plus and ISO 27001-2013 accredited and regulated by the Solicitors Regulation Authority.

Wills & Probate Law Department background

Our client’s Wills & Probate Law department understands that drawing up a will or administering an estate can be an emotional experience, therefore, its specialist team ensures its clients’ families are secure and their wishes are carried out.

The department offers a comprehensive and personal service to its clients including will drafting, inheritance tax planning advice, assistance with the administration of a will or advice on a contested will. Our client’s specialist practitioners have considerable expertise in advising on international wills, wills involving extended families/ estranged family and contested wills/ probate litigation.

Our client’s probate experts also offer advice under the law of England and Wales in addition to Islamic wills and inheritance matters.

Main Responsibilities of the Role

• Report directly to and collaborating with the Board to ensure performance targets are met
• Professional pro-active approach, strong client care skills and a sensitive and sympathetic understanding of clients’ needs
• Responsible for all aspects of Wills & Probate work
• Supervising a team of solicitors/trainees & paralegals undertaking private client work
• Ability to manage appropriate caseload types and complexities
• Assisting with casework including dealing with a range of Wills, Probate and Lasting Powers of Attorney cases including: Estate administration; Applying for and obtaining the grant of probate; Setting up trusts; Advising on inheritance tax; court of protection matter; Contesting a will; Settling any tax liabilities and affairs
• Attending clients, taking instructions and preparing cases
• Dealing with correspondence
• Maintaining accurate time costing procedures
• Implementing any recommendations made by your supervisor following monthly file reviews ensuring that these are dealt with promptly
• Ensuring compliance with file management

Key Skills Required

• 5 Years+ PQE
• Must have a clean, valid Practicing Certificate at the time of applying
• Committed team player and adapt well to new challenges
• Previous proven supervisory experience and working to key performance indicators
• Professional with a pro-active approach; excellent client care skills and ability to deal with client matters in a sensitive manner and resolve complicated practicalities.
• Professional with a pro-active approach; excellent client care skills and ability to deal with client matters in a sensitive manner to deal with vulnerable clients and resolve Excellent networking and communication skills with the ability to successfully market the Company and generate new business
• Excellent analytical and organizational skills
• Ability to use own initiative and sound judgment
• Working knowledge of Wills and Probate work and have the ability to service privately funded cases
• Have extensive experience in dealing with Wills & Probate related work
• Experience in own advocacy is an advantage
• Excellent IT Skills -familiar with Microsoft Office applications and document management skills
• STEP qualification preferable but not essential

About Gemini Recruitment and Equal Opportunities:

Gemini Recruitment is a leading recruitment agency specialising in legal recruitment. We provide a highly focused service specialising in placements for Solicitors, Legal Executives, Trainee Solicitors, Paralegals and Legal Support Staff. We have intimate knowledge of specific opportunities in the legal market across the UK.

The company is committed to Equal Opportunities and embraces diversity and inclusivity of its staff and strives to ensure that their workforce reflects the diversity of the communities they serve.

The recruitment process will fully comply with GDPR and other applicable laws. Background checks including CRB / DBS checks will establish your eligibility to work in the UK and suitability to the role.

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