Private Client (Wills, Probate & Elderly Client Advice) - 3+ yrs\' PQE
Private Client (Wills, Probate & Elderly Client Advice) - 3+ yrs\' PQE

Private Client (Wills, Probate & Elderly Client Advice) - 3+ yrs\' PQE

Full-Time 34000 - 44000 £ / year (est.) No home office possible
Actis Recruitment

At a Glance

  • Tasks: Join a friendly team advising clients on wills, probate, and elderly client matters.
  • Company: A well-established law firm in the North West, known for its expertise and supportive culture.
  • Benefits: Enjoy competitive salary, flexible working options, and a great work/life balance.
  • Why this job: Make a real impact by helping clients protect their wealth and navigate legal complexities.
  • Qualifications: 3+ years' PQE in private client law is essential; experience with wills and estates preferred.
  • Other info: Part-time applications are welcome, promoting a diverse and inclusive workplace.

The predicted salary is between 34000 - 44000 £ per year.

Overview

A new opportunity has arisen in this profitable and professionally managed, full-service law firm.

The private client team is well established and offers a wealth of expertise across all areas. For many years, it has acted for wealthy clients with family trusts & inherited wealth, as well as private individuals, professionals, entrepreneurs and SME business owners.

Working as part of a talented and friendly team, a new opportunity has arisen requiring a solicitor or CiLEX with not less than 3 yrs\’ PQE. You will be engaged in the full spectrum of private client services and advising on instructions which require estate and wealth protection measures.

We would be delighted to hear from private client specialists experienced in:

  • Advising on and preparing Wills
  • Assessing estates on potential tax liabilities
  • Estate & wealth protection measures
  • Obtaining Grants and administering Estates
  • Lasting Powers of Attorney
  • Living Wills and Letters of Wishes
  • Lifetime gifts and tax issues
  • Elderly Client Advice
  • Trusts administration
  • Advising trustees
  • Court of Protection advice and applications

The quality of work is excellent in a firm that nurtures a sensible approach to work/life balance. As well as attractive remuneration packages including a host of benefits, the firm provides autonomy and flexibility.

Applications welcome from those looking for part-time. The firm supports flexibility and hybrid working arrangements.

Actis Legal specialises in the North West legal market and with such a detailed knowledge of the region, we are able to provide tailored and bespoke advice to individuals we act for and identify suitable career moves. All enquiries treated in the strictest of confidence.

Please note that references to post qualification experience (PQE) are given as a guideline to the competences required for technical, client and case management skills, as well as budgeted salary for the role. We encourage you to apply for any job for which you feel you are a suitable candidate.

Job Details

Salary: £40,000 – £52,000

Location: All North West, Cheshire, Greater Manchester

Areas of Law: Private Client/Wills and Probate, Tax

Job Type: Permanent

Level: 0-2 years qualified, 2-4 years qualified, 4-6 years qualified, 6 years plus

Sector: Private practice

0345 300 3577

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Private Client (Wills, Probate & Elderly Client Advice) - 3+ yrs\' PQE employer: Actis Recruitment

Actis Legal is an exceptional employer, offering a supportive and collaborative work environment where private client specialists can thrive. With a strong focus on work/life balance, competitive remuneration, and flexible working arrangements, employees are encouraged to grow their careers while enjoying the benefits of a well-established firm that values autonomy and professional development in the vibrant North West region.
Actis Recruitment

Contact Detail:

Actis Recruitment Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Private Client (Wills, Probate & Elderly Client Advice) - 3+ yrs\' PQE

✨Tip Number 1

Network with professionals in the private client sector. Attend local legal events or seminars focused on wills and probate to meet potential colleagues and employers. Building relationships can often lead to job opportunities that aren't advertised.

✨Tip Number 2

Stay updated on the latest developments in private client law, especially regarding tax liabilities and estate planning. This knowledge will not only enhance your expertise but also demonstrate your commitment to the field during interviews.

✨Tip Number 3

Consider reaching out to current employees at the firm you're interested in. A friendly chat can provide insights into the company culture and expectations, which can be invaluable when preparing for interviews.

✨Tip Number 4

Prepare specific examples from your past experience that showcase your skills in advising on wills, estate administration, and elderly client advice. Being able to discuss real-life scenarios will help you stand out during the interview process.

We think you need these skills to ace Private Client (Wills, Probate & Elderly Client Advice) - 3+ yrs\' PQE

Knowledge of Wills and Probate Law
Experience in Estate Planning
Taxation Knowledge related to Estates
Client Relationship Management
Drafting Legal Documents
Understanding of Trusts and Estate Administration
Ability to Advise on Lasting Powers of Attorney
Experience with Court of Protection Applications
Strong Communication Skills
Attention to Detail
Problem-Solving Skills
Empathy and Understanding for Elderly Clients
Negotiation Skills
Time Management
Ability to Work Independently and as Part of a Team

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your experience in private client law, particularly in areas like Wills, Probate, and Elderly Client Advice. Use specific examples to demonstrate your expertise and achievements in these fields.

Craft a Compelling Cover Letter: Write a cover letter that not only outlines your qualifications but also expresses your passion for private client work. Mention why you are interested in this particular firm and how your values align with theirs.

Showcase Relevant Experience: In your application, emphasise your 3+ years of PQE and detail your experience with estate planning, tax liabilities, and advising on Lasting Powers of Attorney. This will show that you meet the specific requirements of the role.

Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the legal profession.

How to prepare for a job interview at Actis Recruitment

✨Know Your Stuff

Make sure you brush up on your knowledge of wills, probate, and elderly client advice. Be prepared to discuss specific cases or scenarios you've handled in the past, as this will demonstrate your expertise and experience.

✨Showcase Your Soft Skills

In private client work, communication is key. Highlight your ability to empathise with clients, especially when dealing with sensitive issues like estate planning. Prepare examples that showcase your interpersonal skills.

✨Understand the Firm's Values

Research the firm’s approach to work/life balance and their commitment to flexibility. Be ready to discuss how your values align with theirs, as cultural fit is often just as important as technical skills.

✨Prepare Questions

Have a list of thoughtful questions ready to ask at the end of the interview. This shows your genuine interest in the role and helps you assess if the firm is the right fit for you.

Private Client (Wills, Probate & Elderly Client Advice) - 3+ yrs\' PQE
Actis Recruitment

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