Solicitor – Private Client
Surrey
Excellent salary & benefits
Elite Touch Group are excited to be working with their well-established client who is seeking a Private Client Solicitor to join their highly regarded private client team, based at their Great Bookham office.
The role will be focused on our Private Client offering to a wide range of clients including High Net Worth individuals, entrepreneurs, and families.
The tasks you will be carrying out include (but are not limited to) the following:
1. Take Private Client instructions and advise on the most appropriate course of action to meet clients’ needs; taking appropriate action in executing clients’ instructions in a timely manner.
2. Deal with matters appropriately, including communication with clients over the telephone, by email, and in face-to-face meetings, and with other solicitors and professional organisations over the telephone, by email, and correspondence.
3. Prioritise your workload, maintain accurate records of time spent on all activities, ensure that bills are presented on time, and adhere to the agreed procedures within the Company relating to case management and file control.
4. Help to improve the department with regular reviews of the systems, controls, and processes to determine whether they are fit for purpose as the environment and service delivery requirements change.
5. Achieve personal and team targets, audit and quality requirements, service level agreements (SLA), and key performance indicators (KPI).
6. Maintain professional competence through continuous professional development, and keep relevant training records which satisfy the current regulations and requirements as specified by The Solicitors Regulation Authority (SRA).
7. Carry out business development activities acting as an ambassador for the firm, taking a proactive approach to building professional relationships with clients and other contacts.
8. Assist in the supervision of junior solicitors, trainee solicitors, paralegals, and supporting staff as required in accordance with your experience.
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