3 months ago
Private Client Solicitor OR Chartered Legal Executive
Competitive salary depending on experience and qualifications.
An exceptional Legal 500 legal practice with multiple offices in Surrey and London are seeking an ambitious and motivated Solicitor or Legal Executive to join their reputable Private Client team, specifically to work on Tax, Trusts and Estates matters in their Guildford office.
Applicants will have strong experience dealing with Tax and Trusts matters across the board. The chosen candidate must have been running a caseload independently and be involved in networking and business development.
Areas of focus will include:
* Wills Trusts
* Lasting Powers of Attorney
* Inheritance Tax
* Estate Planning
Duties will include:
* Independently managing own varied caseload of private client matters
* Responsibility for providing high quality, timely, professional advice on Probate and Estate administration, Inheritance Planning and Trusts.
* Preparing trustees resolutions and deeds of appointment of funds.
* Correspondence with executors, trustees, beneficiaries and other professionals.
* Promoting a compassionate and sensitive disposition and client experience when dealing with the elderly or incapacitated.
* Proactively networking and marketing within the team to generate new business and reputation.
* Attending clients in their own environment as required.
* Responsibility for mentoring and assisting more junior team members.
* Maintaining good billings records within the team.
* Legal background with specific experience in trust and estate administration
* Knowledgeable in the areas of Inheritance and Capital Gains Tax advice
* Ideally candidates will hold STEP or SFE accreditations, or be working towards these. This is by no means essential but highly desirable and support will be given to those seeking to pursue this.
* Enthusiasm and commitment
A competitive and incomparable package will be available to the right candidate.
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