Private Client Solicitor
other jobs REED Legal
Added before 57 Days
- England,South West,Bristol
- full-time
- £50,000 - £60,000 per annum, inc benefits
Job Description:
PRIVATE CLIENT SOLICITOR 2+ PQE
This role reports to the Legal Director and Head of Private Client (Wills and Probate) in the Bristol office.
To be a point of contact for all private client related enquiries received by any office but primarily for Gloucester, including internally referred work from other departments, whilst maintaining client care to the highest standard.
Key Duties and Responsibilities
* To carry out day to day conduct of Private Client files and responsible for all aspects of work connected with Private Client
* To be willing to handle queries from the company’s other offices with the possibility of travelling to those offices from time to time.
* To be confident in handling a wide range of Private Client issues including (but not limited to);
* Wills, Probate, LPA’s, Trusts, Estates, Tax, Court of Protection
* To work to strict deadlines in a pressurised but friendly environment.
* To liaise with support staff in a positive and proactive manner.
* To liaise with the Legal Director on financial budgeting and training requirements/opportunities.
* To achieve legitimate billing in line with figures to be agreed with the Legal Director.
* To assist senior members of the Department with substantial case files and to exhibit flexibility, particularly in times of holiday/sickness.
* To apply proper professional standards. Gaining an awareness of the provisions of the office manual and observing best practice in the prevention of claims against the company for professional negligence and in particular operating with a high degree of personal organisation.
* To demonstrate an awareness of clients’ needs and perceptions to the discharge of your work for them and to act promptly, pro-actively and efficiently in relation to all client matters.
* To comply with all other departmental procedures including the regulation and control client indebtedness.
* To maintain accurate electronic and paper-based records for clients..
* To actively participate in the business development of the department.
* To undertake appropriate and relevant staff development on a regular basis.
This role reports to the Legal Director and Head of Private Client (Wills and Probate) in the Bristol office.
To be a point of contact for all private client related enquiries received by any office but primarily for Gloucester, including internally referred work from other departments, whilst maintaining client care to the highest standard.
Key Duties and Responsibilities
* To carry out day to day conduct of Private Client files and responsible for all aspects of work connected with Private Client
* To be willing to handle queries from the company’s other offices with the possibility of travelling to those offices from time to time.
* To be confident in handling a wide range of Private Client issues including (but not limited to);
* Wills, Probate, LPA’s, Trusts, Estates, Tax, Court of Protection
* To work to strict deadlines in a pressurised but friendly environment.
* To liaise with support staff in a positive and proactive manner.
* To liaise with the Legal Director on financial budgeting and training requirements/opportunities.
* To achieve legitimate billing in line with figures to be agreed with the Legal Director.
* To assist senior members of the Department with substantial case files and to exhibit flexibility, particularly in times of holiday/sickness.
* To apply proper professional standards. Gaining an awareness of the provisions of the office manual and observing best practice in the prevention of claims against the company for professional negligence and in particular operating with a high degree of personal organisation.
* To demonstrate an awareness of clients’ needs and perceptions to the discharge of your work for them and to act promptly, pro-actively and efficiently in relation to all client matters.
* To comply with all other departmental procedures including the regulation and control client indebtedness.
* To maintain accurate electronic and paper-based records for clients..
* To actively participate in the business development of the department.
* To undertake appropriate and relevant staff development on a regular basis.
Job number 1494896
metapel
Company Details:
REED Legal
Company size: 2,500–4,999 employees
Industry: Legal
Reed Legal specialises in recruiting legal professionals for law firms and in-house teams.Our legal recruitment specialists are committed to deliverin...