Solicitor/ Legal Executive 2Yrs + Pqe - Private Client Team

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

This is a varied role in a busy team.

Role Responsibilities

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

Qualifications

1. At least two years pqe experience of dealing with HNW Clients, Probate, Wills, Trusts, Estate/Tax Planning and Services for the Elderly (essential)
2. Experience of property work (desirable)
3. Ability to drive and have access to a car (desirable)
4. Great work ethic
5. Self-starter and always ready to get involved
6. Organised
7. Ambitious
8. Good decision-making skills
9. Confident in dealing with people
10. Work well within a vibrant team
11. Flexible and able to accommodate client or team needs
12. Great time management skills and able to prioritise heavy workloads
13. Experience of Case Management Systems and Laserforms (essential)
14. 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.

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