Senior Private Client Solicitor
Achieve Professionals
We are working with our client on the search for a Senior Private Client Solicitor to join their thriving law firm in Harrogate.
Job title: Senior Private Client Solicitor
Location: Harrogate
Salary: £40,000 – £50,000
Job Description
As a Private Client Fee Earner you will handle a varied caseload whilst providing clients with high quality advice. You will be responsible for but not limited to the following matters:
- Wills and estate planning matters
- Lasting Powers of Attorney and registration
- Advising on, and drafting both inter vivios and Will trusts and associated documentation
- Probate matters
- Court of Protection matters
- Limited property work to include DJPs, SEV when connected with private client cases
- Networking and business development to generate new clients, build successful relationships with referrers of work as well as maintaining current relationships
We have a varied client base which includes local and high net-worth individuals and large Probate Estates in excess of £1 million. The caseload covers the full spectrum of Private Client matters. This includes simple and complex Wills, Trust matters including living trusts, tax matters and more.
Requirements/ qualifications
- 5 years PQE
- STEP membership (preferable but not essential)
- Provide excellent services to a wide range of clients with an ability to maintain relationships
- Be able to deal with complex matters with may involve deadlines such as deeds of variation, trust work, complex taxable estates etc.
- Be able to manage their own caseload with supervision from head of department and be able to prioritise accordingly
- Experience of dealing with probate matters from start to finish
- Experience of using case management systems such as Isokon or proclaim
- Understanding of will drafting and pitfalls
- Understanding LPA drafting and registration as well as experience dealing with EPAs
- Ability to undertake Court of Protection case files from start to finish
- Ability to provide inheritance tax advice as applied to a set of facts
- Excellent attention to detail
- Excellent communication skills
- Ability to provide inheritance tax advice as applied to a set of facts
- Understanding of APR
- Ability to draft inter vivos trusts in line with client requirements and provide limited advice regarding the taxation and registration of said trusts
Benefits
- Great working environment
- Genuine interest in development and career progression
- Salary based on experience
- Annual leave – 25 days + statutory holidays
- Pension scheme
- On-site parking
- Remote working options