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- Tasks: Manage private client caseload and communicate with clients and agencies.
- Company: Join a diverse and inclusive firm dedicated to supporting all individuals.
- Benefits: Enjoy flexible working options and a supportive environment.
- Why this job: Make a real impact while developing your legal skills in a collaborative team.
- Qualifications: Must have 2 years PQE and experience with high-net-worth clients.
- Other info: We welcome applications from all backgrounds and support candidates with disabilities.
Location: Greater Liverpool area
Sector: Private client
Level: 2 years PQE
Salary: £33,000
Hybrid: Flexible but primarily office based
About the role:
- Day to day management of Private Client caseload
- Taking calls and enquiries from clients
- Updating clients on case progress
- Communicating with probate registry, courts, HMLR, HMRC, experts and agencies
- Dealing with clients both in person and remotely where necessary
- Dealing with administration of estates
- Proactive in development of new work for the team and working with existing business contacts
- Work with marketing team, producing blog content in relation to private client work
About You:
- Have at least two years PQE experience
- Experience of dealing with HNW Clients, Probate, Wills, Trusts, Estate/Tax Planning and Services for the Elderly (essential)
- Be able to drive and have access to a car (desirable)
- Have great time management skills and be able to prioritise heavy workloads
- Experience of Case Management Systems and Laserforms
- Proficient with Excel spreadsheets
About Us:
We are dedicated to fostering a diverse and inclusive community. In line with our Diversity and Inclusion policy, we welcome applications from all qualified individuals, regardless of age, gender, ethnicity, sexual orientation, or disability. As a Disability Confident Employer, and part of the Nicholas Associates Group, we are committed to supporting candidates with disabilities, and we're happy to discuss flexible working options.
We are committed to protecting the privacy of all our candidates and clients. If you choose to apply, your information will be processed in accordance with the Nicholas Associates Group Privacy Notice.
Legal Executive employer: Nicholas Associates
Contact Detail:
Nicholas Associates Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Legal Executive
✨Tip Number 1
Network with professionals in the legal field, especially those who specialise in private client work. Attend local legal events or seminars in the Greater Liverpool area to make connections and learn more about the industry.
✨Tip Number 2
Familiarise yourself with the latest developments in probate, wills, trusts, and estate planning. This will not only enhance your knowledge but also demonstrate your commitment to staying updated in your field during interviews.
✨Tip Number 3
Showcase your experience with high-net-worth clients by preparing specific examples of how you've successfully managed their cases. This will help you stand out as a candidate who understands the unique needs of this clientele.
✨Tip Number 4
Be proactive in discussing your familiarity with case management systems and Excel spreadsheets during conversations. Highlighting your technical skills can set you apart from other candidates and show that you're ready to hit the ground running.
We think you need these skills to ace Legal Executive
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience, particularly your two years PQE and any work with high-net-worth clients. Use specific examples to demonstrate your skills in probate, wills, trusts, and estate planning.
Craft a Compelling Cover Letter: Write a cover letter that not only outlines your qualifications but also shows your enthusiasm for the role. Mention your proactive approach to developing new work and how you can contribute to the team.
Showcase Your Communication Skills: Since the role involves dealing with clients and various agencies, emphasise your strong communication skills in both your CV and cover letter. Provide examples of how you've effectively managed client relationships in the past.
Highlight Technical Proficiency: Mention your experience with case management systems and proficiency in Excel. This is crucial for the role, so be specific about the tools you've used and how they have helped you manage your workload efficiently.
How to prepare for a job interview at Nicholas Associates
✨Showcase Your Experience
Make sure to highlight your two years of PQE experience during the interview. Be prepared to discuss specific cases you've managed, especially those involving HNW clients, probate, wills, and trusts.
✨Demonstrate Communication Skills
Since the role involves dealing with clients both in person and remotely, practice articulating your thoughts clearly. Prepare examples of how you've effectively communicated with clients and other stakeholders in previous roles.
✨Familiarise Yourself with Relevant Tools
Brush up on your knowledge of case management systems and Excel spreadsheets. Be ready to discuss how you've used these tools in your previous work to manage caseloads and streamline processes.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills and ability to handle heavy workloads. Think of examples where you've successfully prioritised tasks or developed new work for your team.
