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5 months ago
Lipson Lloyd Jones Manchester
Salary: £40000 - £70000 per annum
Location: Liverpool
Job type: Permanent
Job sector: Private Practice
Experience: PQE 4, PQE 5, PQE 6-9, PQE 10+
Contact: Emma Chisholm
Sector: Private Client, Wills and Probate
Category: Solicitor Jobs

Our client is a national firm and they are looking for an experienced Private Client solicitor to join the Wills Trusts, Tax Probate team dealing with HNW clients in the Liverpool office

The Department

Our Wills, Tax, Trusts and Probate team was recognised as a 'superior' team in Legal 500, 2011 edition, reflecting our enviable reputation for advising clients on all their personal legal needs. We are proud to provide a personal, transparent and efficient service by a team which includes fully qualified members of STEP (The Society of Trust and Estate Practitioners) as well as members of Solicitors for the Elderly. Understanding the importance of careful estate planning to help provide for future generations, we offer lifetime and post-death planning to a diverse range of clients.

The role

Main purpose of role

To manage own caseload of private client work and deliver great client service and be actively involved in the growth and development of the Liverpool WTTP team.

Main duties and responsibilities

  • Manage own caseload of private client work, including high value/complex probate work and estate planning for high net worth individuals
  • Assist other case handlers in the team and wider department with their cases as may be required
  • Supervise and develop the skills of other team members
  • Advise and take instructions from clients in relation to their financial affairs
  • Travel to and attend upon clients
  • Prepare and file various correspondence, notes and documentation
  • Assist with marketing the services of the team and wider department
  • Achieve set financial and chargeable targets\KPIs
  • Ensure relevant deadlines and quality measures are adhered to
  • Comply with relevant Weightmans and client policies and procedures
  • Work in accordance with the firms' values

This list is not intended to be exhaustive and you will be expected to perform other duties and have other responsibilities that fall within the wider remit of the role.

The person specification

  • Qualified solicitor
  • Keen interest and vast experience in all aspects of private client law, but particularly high value/complex probate work and estate planning for high net worth individuals
  • STEP qualified or working towards
  • Business development skills and experience
  • Excellent IT skills
  • Excellent communication skills
  • Excellent time management and organisation skills
  • Ability to multi-task and prioritise
  • Ability to work to strict deadlines and targets
  • Ability to work as part of a team and on own initiative
  • Flexible approach

Lipson Lloyd Jones Ltd is acting as an Employment Agency in relation to this vacancy. Please note our advertisements use PQE levels purely as a guide to the minimum level of experience required. However we are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfill this kind of work.

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