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- Tasks: Manage diverse caseloads and build long-term client relationships in life planning.
- Company: Join a leading law firm in York with a friendly, experienced team.
- Benefits: Enjoy a tax-free bonus, social events, and genuine career growth opportunities.
- Why this job: Make a real impact while working on high-net-worth cases and complex estates.
- Qualifications: Qualified solicitor or legal executive with 4+ years of experience in private client work.
- Other info: Flexible working options available; great location in central York.
The predicted salary is between 36000 - 60000 £ per year.
We are looking for a fee earner to join our private client/life planning department. We are looking for a fee earner, 4+ years post qualified.
Key responsibilities include:
- Managing a diverse caseload with a high level of autonomy
- Working closely with clients to understand their requirements
- Running your own Wills, LPAs, estate administration and trust files and expanding the existing client base
- Contributing to the firm’s business development and strategic objectives
- Drafting and reviewing legal documents, in particular Wills, LPAs and inheritance tax forms, with meticulous attention to detail
- Ensuring compliance with all relevant up to date legal standards and regulations
- Advising on Inheritance Tax planning
- Work independently whilst liaising with the Head of Department and Directors when needed
- Building and maintaining long-term relationships with clients and contacts, offering tailored advice and solutions
Qualifications and skills:
- A qualified solicitor or legal executive with a minimum of 4 years of post-qualification experience
- Experience of managing your own high-level caseload independently in all aspects of private client work including Wills, LPAs, estates and trusts
- Experience of dealing with a high-net-worth caseload including complex estates and trusts
- Willingness to work as part of an experienced friendly team
- Strong client relationship management skills
- Excellent communication and interpersonal skills
- Commitment to maintaining the highest professional and ethical standards
- Desire for long-term stability and contributing to the firm’s growth
- Experience in property law would be preferred but not essential
The successful candidate should be professional, organised, competent, enthusiastic and ambitious. Confidence to be involved with business development activities.
The ideal candidate would work full time and in the office with the team, but we can offer some flexibility with this and a request for part-time hours would also be considered.
We offer:
- A tax-free bonus scheme
- Organised social and team events
- Genuine career prospects for the right candidate
- Opportunity to work in a great location in central York
If you think this opportunity fits your career aspirations, please contact our Head of Business Operations Alice McLuckie with your CV and covering letter.
Guest Walker is a leading and established firm of solicitors based in York specialising in commercial, residential property law and life planning.
LIFE PLANNING/PRIVATE CLIENT SOLICITOR/LEGAL EXECUTIVE employer: Guest Walker & Co. Solicitors
Contact Detail:
Guest Walker & Co. Solicitors Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land LIFE PLANNING/PRIVATE CLIENT SOLICITOR/LEGAL EXECUTIVE
✨Tip Number 1
Network like a pro! Get out there and connect with people in the legal field. Attend events, join relevant groups, and don’t be shy about reaching out to potential contacts on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Show off your expertise! When you get the chance to chat with potential employers or during interviews, make sure to highlight your experience with Wills, LPAs, and estate administration. Share specific examples of how you've managed complex cases to demonstrate your skills.
✨Tip Number 3
Be proactive! Don’t just wait for job postings to pop up. Reach out directly to firms you admire, like us at StudySmarter, and express your interest in joining their team. A well-timed email can make all the difference!
✨Tip Number 4
Prepare for interviews by researching the firm’s values and recent developments. Tailor your answers to show how you align with their goals, especially in business development and client relationship management. And remember, we love seeing enthusiasm and ambition!
We think you need these skills to ace LIFE PLANNING/PRIVATE CLIENT SOLICITOR/LEGAL EXECUTIVE
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the specific skills and experiences that match the job description. Highlight your experience in managing high-net-worth caseloads and your expertise in Wills, LPAs, and estate administration.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our private client/life planning department. Share your passion for client relationship management and how you can contribute to our business development.
Showcase Your Attention to Detail: Since meticulous attention to detail is key in this role, make sure your application is free from typos and errors. This will demonstrate your commitment to maintaining high professional standards right from the start.
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’re considered for this exciting opportunity in our team!
How to prepare for a job interview at Guest Walker & Co. Solicitors
✨Know Your Stuff
Make sure you brush up on your knowledge of Wills, LPAs, and estate administration. Be ready to discuss your experience managing high-net-worth cases and any complex estates you've handled. This will show that you're not just qualified, but also confident in your expertise.
✨Showcase Your Client Skills
Prepare examples of how you've built and maintained long-term relationships with clients. Think about specific instances where your tailored advice made a difference. This is crucial for demonstrating your client relationship management skills.
✨Be Business Savvy
Since the role involves contributing to business development, come prepared with ideas on how you could help expand the existing client base. Show that you’re not just a fee earner, but someone who can actively contribute to the firm’s growth.
✨Attention to Detail is Key
During the interview, highlight your meticulous attention to detail, especially when drafting and reviewing legal documents. You might even want to bring along a sample of your work (if appropriate) to showcase your standards and compliance with legal regulations.
