Private Client Team Solicitor/ Legal Executive

Nicholas Associates Group Limited; Liverpool; On-site; GBP 40,000 - 60,000; Full time

Job summary

A legal services firm in Liverpool is seeking a Private Client Solicitor/Legal Executive with a minimum of 2 years pqe to manage a varied caseload. The ideal candidate will have experience with high-net-worth clients, probate, wills, trusts, and estate planning. Excellent communication and organisational skills are essential, along with the ability to work within a vibrant team. This role encourages flexible working arrangements, fostering a diverse and inclusive workplace.

Benefits

Flexible working options

Diversity and Inclusion policy

Qualifications

• At least two years pqe experience with HNW clients.
• Experience in estate/tax planning is essential.
• Experience with property work is desirable.

Responsibilities

• Manage day-to-day Private Client caseload.
• Communicate with clients and update them on progress.
• Deal with probate registry and courts.

Skills

Dealing with HNW Clients

Probate

Wills

Trusts

Estate/Tax Planning

Great work ethic

Organised

Good decision-making skills

Confident in dealing with people

Time management skills

Tools

Case Management Systems

Excel spreadsheets

Job description

My client is looking for a Private Client Solicitor/Legal Executive two years pqe + to join the team in their Merseyside based office.

This is a varied role in a busy team.

Responsibilities

• Day to day management of Private Client caseload
• Taking calls and enquiries from clients
• Updating clients on case progress
• Communicating with probate registry, courts, HMLR, HMRC, experts and agencies
• Dealing with clients both in person and remotely where necessary
• Dealing with administration of estates
• Proactive in development of new work for the team and working with existing business contacts.
• Work with marketing team, producing blog content in relation to private client work

Requirements

• Have at least two years pqe experience of dealing with HNW Clients, Probate, Wills, Trusts, Estate/Tax Planning and Services for the Elderly (essential)
• Experience of property work (desirable)
• Be able to drive and have access to a car (desirable)
• Have a great work ethic
• Be a self-starter and always ready to get involved
• Be organised
• Be ambitious
• Have good decision-making skills
• Confident in dealing with people
• Work well within a vibrant team
• Be flexible and able to accommodate client or team needs
• Have great time management skills and be able to prioritise heavy workloads
• Experience of Case Management Systems and Laserforms (essential)
• Experience of Excel spreadsheets (essential)

About Us

We are dedicated to fostering a diverse and inclusive community. In line with our Diversity and Inclusion policy, we welcome applications from all qualified individuals, regardless of age, gender, ethnicity, sexual orientation, or disability. As a Disability Confident Employer, and part of the Nicholas Associates Group, we are committed to supporting candidates with disabilities, and we're happy to discuss flexible working options.

We are committed to protecting the privacy of all our candidates and clients. If you choose to apply, your information will be processed in accordance with the Nicholas Associates Group of companies Privacy Notice.