Private Client Solicitor

Private Client Solicitor - Wills and Trusts (3PQE)

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• Job Type: Full-time
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• Location: Bath (5 days on site)
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• Salary: Depending on experience
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We are seeking a 3PQE Solicitor with expertise in Wills, Lasting Powers of Attorney, Trusts, and capacity issues including deputyship. This role involves providing high-quality legal services to clients and assisting in the coordination of the PC team’s activities to achieve business objectives. The ideal candidate will have a proven track record in legal case management and a minimum of 3 years post-qualification experience (PQE).

Day-to-day of the role:

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• Conduct initial consultations and client triage as required.
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• Prepare Wills and provide advice on Trusts, capacity, and Inheritance Tax and court of protection work
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• Advise on Lasting Powers of Attorney, handling applications and registrations.
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• Liaise with clients on probate matters and deputyships.
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• Manage ongoing cases effectively and maintain organised and updated files in accordance with firm policies.
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• Participate in networking and business development activities to generate workflows.
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• Review and manage Work in Progress (WIP) and client financing for ongoing matters.
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• Meet monthly and year-end fee targets.
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• Attend team meetings and relevant courses to enhance professional development.
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• Ensure compliance with company standards and procedures.
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Required Skills & Qualifications:

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• 3+ years PQE with experience in Wills, Trusts, estate planning and court of protection
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• Experience in managing a personal workload and setting priorities to meet deadlines.
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• Strong organisational and administrative skills.
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• Proficient in using legal software systems like DPS for documentation and correspondence.
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• Excellent communication and interpersonal skills, capable of handling client consultations and networking.
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• Ability to work collaboratively in a team environment.
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Benefits:

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• Competitive salary and benefits package.
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• Opportunities for professional development and training.
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• Supportive team environment focused on achieving business objectives.
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To apply for this Private client position, please submit your CV and cover letter detailing your relevant experience and salary expectations to our Practice Director. Ensure your application highlights your expertise.