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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 RecruitmentLegals 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 LawyersG2 Legal Limited
Wantage
My client is a successful high street practice based in the beautiful surrounds of Wantage offering the usual range of private client and commercial services to businesses and individuals around the Oxfordshire and prevailing area. It is regarded as a friendly and supportive place to work, with many long serving staff members. The private client te
Job Source: G2 Legal LimitedBMA RECRUITMENT LTD
Thame
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 lice
Job Source: BMA RECRUITMENT LTDLegals 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 LawyersG2 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 LimitedClear IT Recruitment Limited
Aylesbury
My client is searching for a Private Client Solicitor or Fee Earner to join their team in Aylesbury, Buckinghamshire. My client have been established for over 100 years and have an excellent reputation in Aylesbury and surrounding villages. The ideal candidate • Will be NQ - 2 years + PQE Private Client Solicitor to manage a caseload of Private Cli
Job Source: Clear IT Recruitment LimitedLightfoots LLP Solicitors
thame, england, United Kingdom
For over 150 years Lightfoots has been at the heart of the Thame community. We have four offices in Oxfordshire and Buckinghamshire and work for a range of clients across the UK. We offer award winning legal services for businesses, lenders and life. We are extremely proud of our team and what we do, and our core values remain at the heart of ever
Job Source: Lightfoots LLP Solicitorsoxfordshire, england, United Kingdom
Wills & Trusts Solicitors are a licensed practice, focusing on wealth management and estate planning. Having established ourselves over the past few years we 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 specialist in all matters related to Probate and Trusts. A 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.
Culture
Wills & Trusts are an organisation that rewards behaviours rather than hours targets. We are committed to developing our people and able to offer exciting future opportunities as we grow the business over the next few years. We are keen to appoint someone with an ambitious attitude who would enjoy working in an open, collaborative and high-growth environment.
Finding the right balance is important, we are happy to consider options that work best for both you and our clients. Whilst you will be required to manage your diary so you can be on-site 2-3 days per week for client meetings, we are happy to offer remote working.
Why should I apply?
We are firm believers in rewarding our employees for their dedication and commitment towards our vision; as such you will benefit from not only a generous financial package but also support towards your on-going personal and professional development, regular ‘well-being’ activities and days out, holiday entitlement that grows with length of service, your Birthday off and much, much more.
Private Client Solicitor jobs in oxfordshire, england, United Kingdom
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You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
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