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Department: Shakespeare Martineau - Wealth - Private Client - Private Client - 1302

Employment Type: Permanent - Full Time

Location: Leicester

Reporting To: Suzanne Leggott

• Be part of a team that are currently ranked Top Tier Firm in the Legal 500
• Hybrid working
• Competitive salary and excellent benefits
• Exposure to an interesting and diverse caseload
• Long term progression opportunities within a well respected team

This is an opportunity for an enthusiastic and motivated Solicitor with ambition to work in our private client department.

This role will require undertaking fee earning work, working both independently and as a member of the team, maintaining existing relations with the firm’s clients and to assist and help develop new relationships with third party referrers.

This would suit someone looking for a unique opportunity of working with high net worth individuals. Working from our Leicester hub, collaboration is important so you will need to be able to be in the office, with the team 3 days per week.

The work is varied and rewarding, with a good degree of autonomy and encouragement to develop.

• To undertake fee earning work, working both independently and as a member of the team and provide a profitable contribution to the work of the department.
• To maintain existing relations with the firm’s clients and assist and help develop new relationships with third party referrers.
• Conduct of private client and related matters on behalf of clients.
• Administration, there are opportunities to work on all areas of Private Client.
• Willing to participate in the growth and future development on the department, assisting in the build-up of the client database and marketing the firm’s services.
• Maintaining orderly and up-to-date files including electronically and complying with the firm’s policies on file management.
• Completing time recording and other management records required by the firm.
• Using case management programmes to run cases.
• Liaising with clients (taking messages, arranging meetings etc.), so you should demonstrate professionalism, diplomacy and sensitivity in all your communications.
• Liaising with other professionals e.g. financial advisers and accountants.
• Legal research.
• Financial control of your own matters with particular regard to cash flow through collection of monies on account and billing procedures.
• Recognising fee-earning opportunities and develop as appropriate.

You will have a caring nature, seeing this role as more than a ‘job’, taking your responsibilities to our clients very seriously, whether the task is big or small. When it comes to individuals’ lives, every detail matters, so you will be someone who considers the wider implications of what you do, and who likes to go the extra mile.

You will be personable, approachable and with a genuine interest in dealing with individuals and their families.

This role involves some basic accountancy skills for reconciling client accounts, so good numeracy skills and a competent knowledge of Microsoft Excel is important.

You will also need strong written and oral communication skills, being able to adapt your style to communicate effectively with a wide range of clients and fellow professionals alike.

You will also need to be exceptionally organised and used to working efficiently and accurately, in a busy and varied role. You pride yourself on your professionalism, with a personal touch and a high standard of honesty and integrity.

We are open to candidates from a variety of backgrounds. What is important is your attitude, personality fit and interest/knowledge in private client work. Training will be provided to enable you to succeed in this role and make a real difference to the lives of our clients.

We embrace agile working and offer a blended approach to where and how we work.

We appreciate that people have different needs and preferences and we’re keen to be flexible, after all, we value what you do, not where you do it.

We have the following hubs across the UK: Birmingham, Bristol, Edinburgh, Leeds, Leicester, Lincoln, London, Milton Keynes, Nottingham, Sheffield, Solihull, Stratford upon Avon & Tunbridge Wells.

This role is to be based in the East Midlands region from our Leicester hub.

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Additional information: Please be aware, for some vacancies, where we receive high numbers of applications we may need to bring the close date forward.

Due to the nature of the work undertaken, confirmation of employment will be subject to a variety of checks which will be carried out once an offer of employment is accepted. Details of the checks can be found here.

Equal opportunities Shakespeare Martineau is a committed equal opportunities employer. We seek to attract, develop and retain talented people from a diverse range of backgrounds and cultures. We value and respect individuality and encourage a culture within our business where people can be themselves and be valued for their strengths and experiences. Everyone who either applies to or works for the firm is treated equally, regardless of their gender, age, ethnic origin, nationality, marital status, sexual orientation or religious beliefs.