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BMA Recruitment
Thame
Role: Private Client Solicitor Salary: £40,000 - £65,000 Location: Thame (Oxfordshire) PQE: 2 5 years PQE Times: Monday Friday (Hybrid working available 2 days WFH) Our Client are a licensed practice, focusing on wealth management and estate planning. Having established themselves over the past few years they are keen to appoint a driven and prof
Job Source: BMA RecruitmentElite Recruitment Solutions Maidenhead
GB
We have an excellent opportunity for a Solicitor or Chartered Legal Executive to join the Private Client Department within a local and highly reputable law firm. This a full time, permanent role based from offices in the Chesham area. On offer is a highly competitive basic salary, as well as company bonuses and a variety of employee benefits such
Job Source: Elite Recruitment Solutions MaidenheadLegals 4 Lawyers
Aylesbury
THE ROLE: PRIVATE CLIENT SOLICITOR/LAWYER PQE NQ-2YRS LOCATION: AYLESBURY JOB REF NO: L4L1048 Our clients have an opportunity for a Private Client Solicitor/Lawyer to join a friendly and supportive team full-time within their busy Private Client Dept. Ideally the successful candidate will be NQ 2 years PQE. You will be working with a team of
Job Source: Legals 4 LawyersCapeClarke
United Kingdom
Private Client Solicitor A Legal 500 law firm with a regional presence is expanding their Private Client team and looking to recruit a mid-level solicitor for their Buckinghamshire office. Private Client Solicitor – Salary up to £80,000 – Buckinghamshire The private client team act for high-net-worth individuals, businesses, families on a broad ran
Job Source: CapeClarkeLegals 4 Lawyers
Aylesbury
THE ROLE: PRIVATE CLIENT SOLICITOR/LAWYER PQE - NQ-2YRS LOCATION: AYLESBURY Our clients have an opportunity for a Private Client Solicitor/Lawyer to join a friendly and supportive team full-time within their busy Private Client Dept. Ideally the successful candidate will be NQ - 2 years PQE. You will be working with a team of experienced Private Cl
Job Source: Legals 4 LawyersElite Recruitment Solutions
Chesham
We have an excellent opportunity for a Solicitor or Chartered Legal Executive to join the Private Client Department within a local and highly reputable law firm. This a full time, permanent role based from offices in the Chesham area. On offer is a highly competitive basic salary, as well as company bonuses and a variety of employee benefits such
Job Source: Elite Recruitment SolutionsG2 Legal Limited
Oxford
Our client is a well-established, full service Legal 500 law firm servicing both business and private client areas of law with 5 branches through the South East region. It is currently recruiting a senior Private Client Solicitor (5+ years’ PQE) to join its Oxford office. The firm specialises in Commercial & Residential Property, Matrimonial, Litig
Job Source: G2 Legal Limitedqed legal
United Kingdom
PRIVATE CLIENT SOLICITOR NQ-6 BUCKINGHAMSHIRE £35,000 - £50,000 QED Legal are keen to speak with Private Client Solicitors or Chartered Legal Executive regarding a role we have for a well-respected Legal 500 law firm in Bucks.The ideal candidate will be NQ to 6 years of experience within private client, be capable of managing a mixed & varied cas
Job Source: qed legalThame
Role: Private Client Solicitor (Probate and Trusts)
Salary: £40,000 - £75,000
Location: Thame (Oxfordshire)
PQE: 3+ years PQE
Times: Monday - Friday (Hybrid working available 3 - 4 days WFH)
Working Environment: Non KPI driven environment more client centric with a clear pricing structure
Probate Solicitor (Probate and Trusts)
Our Client are a licensed practice, focusing on wealth management and estate planning. Having established themselves over the past few years they are keen to appoint a driven and professional Private Client Solicitor that is keen to make an impact and develop as the business grows.
This would be a fantastic opportunity for a qualified Solicitor looking to move away from dated practices such as invoicing clients for units of time, and instead move into a culture where you can use your skills and expertise to deliver a first-class service to support your clients' needs.
As a Private Client Solicitor, you will be a specialist in all matters related to Probate and Trusts. Your key focus will be to support, advise and guide clients through the Probate process as well as coordinate the collecting in or transferring of estate assets, paying all liabilities and Inheritance Tax (IHT) and then distributing the net estate to the beneficiaries of the Will (or to the next of kin if there is no Will). You will also be advising our clients in respect of their lifetime and estate planning, including Will drafting, Trust administration and the preparation of Lasting Powers of Attorney.
Primary responsibilities will include:
Undertaking a broad range of Private Client legal work, to include Probate, Will drafting, Trust administration and the preparation of Lasting Powers of Attorneys
Meeting with Clients to discuss their legal issues and ensuring that all Client requirements are followed through to the appropriate conclusion
Maintaining up to date records, communications & documents relating to individual cases on the provided technical/CRM systems
Managing an ongoing review service appropriate to the Client’s needs in line with the business’s proposition offering
Supporting the acquisition of new clients to ensure that company targets are achieved along with the maintenance of our current client base
Retain deceased Clients’ Funds Under Management (FUM) within the Advanced Investment Strategy
Partnering with our team of Financial Advisers, you will be responsible for managing the technical aspects of financial planning meetings, specifically regarding legal recommendations for Client presentations
Ensure that any business conducted is done so in a responsible and compliant manner, meeting all legislative requirements, both internally and externally.
Promote the profile of the business within the profession and wider communities
Experience
Our ideal applicant will be a qualified Solicitor with relevant Private Client experience, to include Probate, trusts and solid academics. You will be a client focused individual that is passionate about providing a professional service and capable of putting our clients’ needs first during a particularly sensitive time. As you will be responsible for ensuring Wills & Trusts are compliant in line with SRA requirements it is also imperative that you are up to date with relevant legislation and keen to further develop your knowledge and experience.
Private Client Solicitor jobs in Thame
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