Private Client Solicitor
The purpose of the role is to provide legal services to clients in relation to Wills, Lasting Powers of Attorney, Trusts, and capacity issues including deputyship. Advice on contested Lasting Powers of Attorney and contested deputyships.
Specialities: Court of Protection, capacity, Lasting Powers of Attorney and Wills. Contentious Probate Disputes and to assist in the coordination of the team’s activities and achievement of its business objectives.
Main Responsibilities
* Initial consultations and client triage where required;
* Preparation of Wills, advice on Trusts, capacity, Inheritance Tax;
* Advising on Lasting Powers of Attorney, dealing with applications and registrations;
* Advising with respect to Trusts and preparation of appropriate Trust Documents;
* Advising and liaising with clients on contentious probate matters; deputyships;
* Ongoing case management;
* To work within a team to develop the department;
* Mediation and Negotiation on contested matters;
* Networking and business development for contentious workflows;
* Reviewing and managing WIP and client financing in relation to ongoing matters;
* To achieve fees to meet monthly and year-end targets;
* Attend team meetings and courses where appropriate;
* Keep files well organised and property updated in accordance with the firm’s policies;
* To use DPS for all emails, letters, reports and correspondence and ensure other team members use it correctly;
* Utilise PC skills as necessary to carry out the job tasks;
* Record phone calls, enquiries and requests, and handling them when appropriate. Actioning to ensure a response to calls, where necessary;
* Compliance with Company standards and procedures.
The job will require someone who has a proven record of accomplishment in organising their own personal workload and responsibilities; the ability to determine priorities and consistently meet deadlines. The successful candidate is likely to be 2 years+ PQE (or equivalent) and have experience of using multiple systems, collating and analysing data as well as exemplary administration skills.
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