At a Glance
- Tasks: Provide bespoke legal advice and support to high net worth clients.
- Company: Join a friendly legal firm in Milton Keynes or Cambridge/Bedford.
- Benefits: Enjoy flexible working, generous holiday, and an annual bonus.
- Why this job: Make a real difference in clients' lives with your legal expertise.
- Qualifications: 5+ years PQE and experience in trusts and taxation.
- Other info: Great opportunity for professional growth and networking.
The predicted salary is between 36000 - 60000 £ per year.
We are looking for a talented, friendly and enthusiastic Private Client Solicitor to join one of our Legal clients who are located in Milton Keynes and/or Cambridge/Bedford areas (you choose). If you are passionate about providing bespoke high quality legal advice, knowledgeable in all areas of Private Client work (in particular, trusts, taxation and lifetime planning), as well as keen to share your knowledge and experience to help develop others, this role could be exactly what you’re looking for. Duties Include: * Providing bespoke estate planning advice to mid to high net worth clients * Preparing complex Wills for mid to HNW clients * Preparing Lasting Powers of Attorney for mid to HNW client * Dealing with the administration of taxable and non-taxable estates * Preparing Trust documentation to include drafting settlements and subsequent resolutions and deeds necessary to administer settlements * Advising executors and trustees on the taxation, compliance and reporting requirements for estates and trusts (including preparation of IHT100s & IHT400s) * Advising trustees of their duties, obligations, and powers available to them from the terms of the settlement, statute, or case law * Providing business succession planning to business owners including sole traders, partners, and shareholders * Providing support and advice to members of the team on more complex matters, in particular, trusts, taxation and estate planning * Attending networking events to build firm reputation and develop professional connections Ideal Experience: 5+ years PQE Experience preparing self-assessment tax returns SFE and/or STEP membership (desirable) Skills Required Excellent attention to detail, organisational and communication skills Self-motivated, outgoing and proactive Professional and works well both independently and in a team Calm under pressure Benefits Include: * Annual Bonus * 26 days Holiday + Bank Holidays * Flexible / Hybrid working * Pension, Life Insurance and Income Protection
Private Client Solicitor employer: E-Fab Recruitment
Contact Detail:
E-Fab Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Solicitor
✨Tip Number 1
Network like a pro! Attend events and connect with other professionals in the legal field. It’s all about building relationships that could lead to job opportunities.
✨Tip Number 2
Show off your expertise! When you get the chance, share your knowledge on trusts, taxation, and estate planning. This not only highlights your skills but also shows your passion for the role.
✨Tip Number 3
Be proactive! Reach out to firms directly, even if they’re not advertising a position. A friendly email expressing your interest can go a long way in landing an interview.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you stand out, so make sure you take advantage of everything we offer.
We think you need these skills to ace Private Client Solicitor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your expertise in trusts, taxation, and estate planning to show us you’re the right fit for the Private Client Solicitor role.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your passion for providing bespoke legal advice and how your experience aligns with our needs. Don’t forget to mention your enthusiasm for helping others develop their skills!
Showcase Your Experience: When detailing your experience, focus on specific examples that demonstrate your ability to handle complex wills and estate planning. We want to see how you’ve made a difference in previous roles, especially with mid to high net worth clients.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates about the hiring process!
How to prepare for a job interview at E-Fab Recruitment
✨Know Your Stuff
Make sure you brush up on all areas of Private Client work, especially trusts, taxation, and lifetime planning. Be ready to discuss specific cases or scenarios where you've provided bespoke estate planning advice, as this will show your expertise and passion for the role.
✨Showcase Your Communication Skills
As a Private Client Solicitor, you'll need to communicate complex legal concepts clearly. Prepare examples of how you've explained intricate matters to clients in the past. This will demonstrate your ability to connect with clients and make them feel at ease.
✨Be Ready for Technical Questions
Expect questions about preparing Wills, Lasting Powers of Attorney, and dealing with estate administration. Brush up on the relevant legislation and be prepared to discuss your experience with IHT100s and IHT400s, as well as any challenges you've faced in these areas.
✨Network Like a Pro
Since attending networking events is part of the role, think of ways you've built professional connections in the past. Share your experiences and how they’ve helped you grow as a solicitor. This shows you're proactive and understand the importance of reputation in the legal field.