Private Client Solicitor

An opportunity has come up for a Private Client Solicitor or Legal Executive to join a busy office in Fareham. Applicants will have qualifying and strong experience dealing with Private Client matters across the board.

The chosen candidate must have been running a caseload independently and be involved in networking and business development.

Areas of focus will include:

• Wills drafting
• Probate
• Court of Protection / Lasting Powers of Attorney
• Tax planning and advice
• Trust set up and administration
• Law for the Elderly
• Inheritance Tax
• Contentious Probate

Ideally candidates will hold STEP or SFE accreditations, or be working towards these. This is by no means essential but highly desirable and support will be given to those seeking to pursue this.

Duties will include:

• Independently managing own varied caseload of Private Client matters.
• Responsibility for providing high quality, timely, professional advice on Wills, Probate and Estate administration, Inheritance Planning, Lasting Powers of Attorney, Court of Protection Work and Trusts.
• Promoting a compassionate and sensitive disposition and client experience when dealing with the elderly or incapacitated.
• Proactively networking and marketing within the team to generate new business and reputation.
• Attending clients in their own environment as required.
• Responsibility for mentoring and assisting more junior team members.
• Maintaining good billings records within the team.

Desired Skills:

• Newly Qualified Solicitor or Chartered Legal Executive.

• Legal background with specific experience in Wills, Trusts and Estates.

• Knowledgeable in the areas of Inheritance and Capital Gains Tax advice.