Private Client Solicitor

This is an opportunity for an enthusiastic and motivated solicitor/legal executive with ambition to work in our Private Client department. This role will require undertaking fee earning work, 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.

We have a strong emphasis on all aspects of developing and maintaining outstanding client relationships. Successful candidates will have strong interpersonal skills, welcome client interaction both in person and via telephone and email, and should expect to do so daily from the outset.

Key Responsibilities of a Private Client Solicitor

• Conduct of Private Client fee earning work and related matters on behalf of clients, working both independently and as a member of the team, to provide a profitable contribution to the work of the department, whilst helping to enhance our strong client relationships.

Fee earning

• Drafting of Wills, Trusts, Lasting Powers of Attorney and dealing with Trust and Estate Administration.
• Strong organisational skills with the ability to manage deadlines and competing priorities, including the ability to prioritise work and to work to strict timescales where required.
• 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. Ensuring compliance is adhered to in all activities including Lexcel compliance.
• Financial control of your own matters with particular regard to cash flow through collection of monies on account and billing procedures.
• Such other reasonable duties as and when required by your Line Manager.

Client & Team Relationships & Development

• Good "hands on" Private Client experience in Wills, Trusts, Probate, Lasting Power of Attorney and Trust and Estate Administration.
• Excellent client facing skills and the ability to nurture existing clients and third-party relationships as well as the ability to help develop new business and assist in networking events.
• Maintain existing relations with the firm’s clients and assist and help develop new relationships with third party referrers.
• Cross-referring work and clients within the firm.
• Management of support services for which you are responsible, including supervision of support staff.
• Willing to participate in the growth and future development of the department, assisting in the build-up of the client database and marketing the firm’s services.

Key Competencies of a Private Client Solicitor

• Technical proficiency and good IT skills.
• Good academic background
• Previous use of case management systems, especially LEAP.

Due to the large volume of applications we receive for each position we will only be able to respond to applications received with the relevant skills. Should you not hear from us within a week, unfortunately on this occasion your application has been unsuccessful.

March Recruitment is an equal opportunities employer and complies with all relevant UK legislation. Please note that by applying for this vacancy you accept March Recruitment’s Privacy Policy and GDPR Policy which can be found on our website and therefore give us consent to contact you.

Consultant: Danielle Godbold