At a Glance
- Tasks: Provide expert legal advice on wills, trusts, and estate planning for private clients.
- Company: Reputable law firm with a focus on client care and professional standards.
- Benefits: Competitive salary, flexible working location, and opportunities for career advancement.
- Other info: Join a dynamic team in a supportive environment with growth potential.
- Why this job: Make a real difference in clients' lives while developing your legal expertise.
- Qualifications: Experience in private client law and strong communication skills.
The predicted salary is between 35000 - 45000 £ per year.
The Private Client Fee Earner provides expert legal advice and support to private clients on a range of matters including wills, trusts, probate, estate administration, tax planning, and powers of attorney. This role involves managing a caseload from inception to completion, ensuring the highest standards of client care and compliance with relevant legislation. This role could be based at the Sunderland or Newcastle office based on the candidate's preference. This role is to support and lead a busy Private Client department.
Key Duties and Responsibilities
- Draught and prepare wills, trusts, powers of attorney, and other private client documents accurately and efficiently.
- Advise clients on estate planning, inheritance tax, and related financial matters, tailoring guidance to individual client circumstances.
- Manage probate and estate administration cases, including obtaining grants of representation, realising assets, paying debts, and distributing estates to beneficiaries.
- Maintain clear and timely communication with clients, executors, trustees, and third parties throughout the matter lifecycle.
- Ensure compliance with all relevant legal regulations and professional standards within the private client field.
- Maintain accurate records and case files, including billing and time recording, in accordance with firm policies.
- Collaborate with other departments or specialists when necessary to provide comprehensive client service.
Private Client Fee Earner in Sunderland employer: Adkins-and-Cheurfi-Recruitment
Join a dynamic and supportive team as a Private Client Fee Earner in either our Sunderland or Newcastle office, where we prioritise employee growth and development. With a competitive salary and a commitment to maintaining the highest standards of client care, our work culture fosters collaboration and innovation, ensuring you have the resources and opportunities to thrive in your legal career. Enjoy the unique advantage of working in vibrant city locations that offer a rich blend of professional and personal life.
Contact Details:
Adkins-and-Cheurfi-Recruitment Recruitment Team
