Private Client Solicitor

Our client is looking for a Private Client Solicitor

Client Details

A very well respected law firm

Description

• Provide Executry Services to clients.
• Provide Estate Planning Advice (covering Wills, Powers of Attorney, Trusts, Asset Protection & Tax Mitigation) to clients.
• Provide support to branch network in Private Client matters.
• • To manage a varied personal caseload of Private Client work.
  • To support qualified solicitors and other fee-earners within the department.
  • To carry out administrative functions within the department.
  • • To attend to all day-to-day aspects of the administration of estates:-

    - Meeting clients to take instructions, including explaining the executry process generally.

    - Communicating with other professionals, financial institutions, and service providers.

    - Investigating assets in executry estates.

    - Framing estate Inventory and Inheritance Tax forms; Meeting clients to explain and review same.

    - Realisation of estate assets, including obtaining payment of cash balances and transfer of assets to beneficiaries.

    - Accounting to executors and beneficiaries.

    - Distribution of estates to beneficiaries.

    - Open communication with clients throughout, including provision of regular, unprompted updates.

    • Examining titles, advising and preparing deeds of evacuation of survivorship destinations.
    • Developing knowledge of trusts and working toward preparation of trust deeds and trust minutes and developing knowledge of trust tax.
    • Preparing Wills and Powers of Attorney:

    • in line with instructions.

      - Meeting clients to review and execute documents.

      - Identifying potential complexities and obtaining guidance from more experienced or senior colleagues as appropriate.

      • Undertaking legal research and reporting / presenting findings to partners and fee-earners.
      • Pro-active management of individual caseload.
      • Cross-selling of legal, property and financial services.
      • Working with partners and fee-earners to review existing policies, practices and precedents.

Profile

• LLB degree in Scots Law
• Diploma in Professional Legal Practice
• • NQ to 3 years PQE in Private Client work.
  • Competent IT skills
  • Good communications skills
  • Strong organisational skills

• KNOWLEDGE

  Essential

  • Good understanding of the executry process and succession law.

  Desirable

  • Understanding of different types of financial products.
  • Succession Law having been studied at Honours level.
  • General legal knowledge spanning other practice areas.

  APTITUDES

  Essential

  • A professional and sympathetic approach to dealing with clients during sensitive periods.
  • Ability to work to strict timescales and deadlines.
  • Attention to detail.
  • A team player.
  • Ability to problem solve and see 'bigger picture'.
  • Commercial awareness.

Job Offer

A competitive salary and superb benefits

Flexible / Hybrid working