UK Employer of the Year 2024: Silver (250) - Investors in People Awards The Role Forbes Solicitors are looking for an Associate to join our Private client team based at our Walton Summit office. This is a full-time role working 36.25 hours per week, Monday- Friday, 9am until 5pm. Hybrid working arrangements may be available depending on operational requirements. This is a fantastic opportunity for a dynamic and experienced Solicitor looking for a new challenge to join our growing Private Client team, to progress their career and bring their skills and knowledge to a collaborative and professional team. Whilst the role will be working to the fast-paced, customer focused and high standards of a law firm, the role will also provide a sustainable work-life balance and relate to the regional area in which it is based. You will play a key role in providing expert legal advice and guidance on IHT and Estate planning, Wills, Trust and Probate matters. You will have the opportunity to work on a diverse range of legal issues within the Private Client sector. The team has strong links and works collaboratively with the commercial teams within the firm and trusted external referrers. We are keen to build on and develop these relationships, presenting excellent opportunities for business development and networking. As a key member of our team, you will be responsible for achieving successful outcomes such as: Advising on a wide range Private Client Matters, including but not limited to Wills, IHT and Estate Planning, trusts drafting and administration, Probate, Administration of Estates, Lasting Powers of Attorney; Contributing to the development and implementation of the departmental strategic plan to drive business growth; Building and maintaining positive relationships with current/prospective clients, referrers and stakeholders and enhancing the firm s profile; Contributing to business development including, presentations and training events, articles/newsletters, Chambers & Legal 500 submissions, etc. Supporting the Head of Department, Partners and other advisors on their own cases, and the delivery of the departmental strategy and business objectives; Management, supervision, training, coaching, and mentoring of (and delegation of work to) Solicitors and Paralegals to facilitate the achievement of their business objectives and professional development goals; Ensuring compliance with internal and external business requirements including ISO:9001 quality control, SRA Principles / Code of Conduct, Court & Tribunal deadlines; Monitoring and reporting on own financial and business performance, and of colleagues under the Partners management / supervision responsibilities, to deliver work in a profitable manner; Contributing towards internal continuous improvement, innovation, and knowledge sharing; Inter-departmental support and collaboration on joint files, projects, and events; The Person We will be progressing applicants to the next stage based on their demonstrated knowledge, experience, and skills: qualified Solicitor (or CILEX equivalent) with at least 5 years PQE within a Private Client department, ideally as an Associate or Senior Associate; previous experience and expert knowledge of the Private Client sector is essential; previous experience of advising on complex/high net worth Private Client matters, particularly Wills and Trusts; experience of handling large projects and business development activities; excellent client care skills, providing professional and competent legal advice in accordance with the SRA Code of Conduct; proven experience of handling own caseload, working to and managing deadlines, alongside the capability to generate fees in accordance with agreed targets; strong presentation and client handling skills and be commercially astute; good knowledge of IT systems, including, Word, Outlook and case management systems; excellent organisational and communication skills; the ability to work independently and as part of a team; a high level of professionalism and ethical standards the ability to supervise, manage, motivate and inspire others effectively; the ability to work collaboratively as part of a supportive team and be reliable and enthusiastic; excellent attention to detail; align with the Firms values; a driving licence and access to a vehicle as travel will be required throughout the North West region. (if you have a disability that prevents you from driving please specify so we can assess what reasonable adjustments can be made). If you are interested in this role or in joining Forbes Solicitors, please visit our website to learn more about us. The Firm At Forbes Solicitors, we believe in creating a supportive and collaborative environment where our team members can thrive and develop themselves and others. We offer a comprehensive range of legal services and have offices across the North, with deep roots in Lancashire. Our team are known for its genuine, practical advice and passion for achieving the best results. We are real people who listen to each other and work together to deliver exceptional service. We are proud to have been awarded UK Employer of the Year: Silver (250) at the Investors in People Awards 2024 and the Firm is ranked as a Legal 500 Top Tier Firm and a Chambers and Partners Leading Firm. We are a values led Firm and are looking for people who embody our values: authenticity, striving for exceptional results, and unity in teamwork to join our award-winning Firm. The Benefits We are dedicated to supporting our people and offer a range of benefits, including: 33 days annual leave, including bank holidays Annual leave purchase scheme (Subject to T&Cs) Celebration leave Ongoing professional development Progression opportunities Company pension Profit share scheme Long service awards Subsidised tuck shops Health care benefits (Health Cash Back Plan and Mental Health Counselling Services) BUPA (Solicitor positions only, for self, not dependents) Retailer and gym membership discounts Recruitment and legal department referrals (Subject to T&Cs) Annual Events Forbes is an equal opportunities and disability-confident employer, accredited by Investors in People and ISO 9001 quality management systems. We are committed to equal opportunities in employment, service provision, and supplier engagement, and strive to maintain a workforce that reflects the local community. We kindly remind all recruitment agencies to respect our policy which prohibits the acceptance of speculative CVs, and not submit candidates for a role that we advertise, unless explicitly instructed to do so. Any candidates that are submitted on a speculative basis will not be considered an introduction. Our dedication to this process is part of our commitment to equal opportunities for all applicants.