Private Client Solicitor

Private Client Solicitor

Milton Keynes Full-Time 43200 - 72000 Β£ / year (est.) No home office possible
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At a Glance

  • Tasks: Handle Wills, Probate, Estate and Exit Planning for business clients.
  • Company: Join a reputable firm serving high-net-worth individuals and business owners.
  • Benefits: Enjoy a professional environment with opportunities for growth and development.
  • Why this job: Make a real impact on clients' lives while working in a dynamic team.
  • Qualifications: Must have at least 5 years of post-qualification experience.
  • Other info: Expect a prompt response if your skills match our needs.

The predicted salary is between 43200 - 72000 Β£ per year.

Our client is looking for two talented, friendly and enthusiastic Private Client Solicitors to join their firm. 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) and keen to share your knowledge and experience to help develop others, this role could be exactly what you’re looking for!

Have you got the right qualifications and skills for this job Find out below, and hit apply to be considered.

If you share the vision for delivering excellent service to clients, whilst progressing your own personal development, in a welcoming and supportive environment, then they would love to welcome you into their firm.

What will your responsibilities be?

β€’ Providing bespoke estate planning advice to mid to HNW clients

β€’ Preparing complex Wills for mid to HNW clients

β€’ Preparing Lasting Powers of Attorney for mid to HNW clients

β€’ Dealing with the administration of taxable and non-taxable estates

β€’ Preparing Trust documentation to include drafting settlements and subsequent resolutions and deeds necessary to administer settlements

β€’ Advising executors and trustees on the taxation, compliance and reporting requirements for estates and trusts (including preparation of IHT100s & IHT400s)

β€’ Advising trustees of their duties, obligations, and powers available to them from the terms of the settlement, statute, or case law

β€’ Providing business succession planning to business owners including sole traders, partners, and shareholders

β€’ Providing support and advice to members of the team on more complex matters, in particular, trusts, taxation and estate planning

β€’ Attending networking events to build firm reputation and develop professional connections

Does your previous experience include:

β€’ 5+ years PQE

β€’ Experience preparing self-assessment tax returns

β€’ SFE and/or STEP membership (desirable)

Do you have the following personal skills?

β€’ Excellent attention to detail, organisational and communication skills

β€’ Great time management skills

β€’ Self-motivated, outgoing and proactive

β€’ Professional and works well both independently and in a team

β€’ Calm under pressure

Due to the large number of responses we receive it is not always possible to respond to every application straight away. xiskglj Should your skills and experience be a match for this role, or any other vacancy we may have, we will normally contact you within 72 hours of receiving your application. If you wish to apply for further roles please do so

Private Client Solicitor employer: Ideal Personnel & Recruitment Solutions Limited

Our firm is an exceptional employer, offering a dynamic work culture that prioritises professional growth and development for our Private Client Solicitors. With a diverse portfolio of high-net-worth clients and business owners, you will have the opportunity to engage in meaningful work while benefiting from a supportive environment that encourages collaboration and innovation. Located in a vibrant area, we provide competitive benefits and a commitment to work-life balance, making us an attractive choice for those seeking a rewarding career in law.
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Contact Detail:

Ideal Personnel & Recruitment Solutions Limited Recruiting Team

StudySmarter Expert Advice 🀫

We think this is how you could land Private Client Solicitor

✨Tip Number 1

Network with professionals in the private client sector. Attend legal seminars, workshops, or networking events where you can meet potential colleagues or clients. Building relationships can often lead to job opportunities.

✨Tip Number 2

Stay updated on the latest trends and changes in estate planning and probate law. This knowledge will not only help you in interviews but also demonstrate your commitment to the field and your ability to provide informed advice to clients.

✨Tip Number 3

Consider reaching out to current or former employees of the firm to gain insights into their work culture and expectations. This information can be invaluable during interviews and can help you tailor your approach.

✨Tip Number 4

Prepare for competency-based interview questions that focus on your experience with wills, trusts, and estate planning. Think of specific examples from your past work that showcase your skills and how you've successfully managed client relationships.

We think you need these skills to ace Private Client Solicitor

Wills and Probate Expertise
Estate Planning Knowledge
Trusts Management
Exit Planning Strategies
Client Relationship Management
Attention to Detail
Strong Communication Skills
Negotiation Skills
Analytical Thinking
Legal Research Skills
Time Management
Problem-Solving Skills
Confidentiality and Integrity
Business Acumen

Some tips for your application 🫑

Tailor Your CV: Make sure your CV highlights your experience in Wills and Probate, Estate Planning, and Trusts. Emphasise your 5 years PQE and any relevant cases you've handled that showcase your ability to work with HNW clients.

Craft a Compelling Cover Letter: In your cover letter, explain why you are interested in the Private Client Solicitor role and how your background aligns with the responsibilities outlined in the job description. Mention your approach to providing efficient services to business-owning clients.

Showcase Relevant Skills: Highlight specific skills that are crucial for this role, such as communication, negotiation, and client management. Provide examples of how you've successfully used these skills in previous positions.

Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors or typos. A polished application reflects your attention to detail, which is essential in the legal profession.

How to prepare for a job interview at Ideal Personnel & Recruitment Solutions Limited

✨Showcase Your Expertise

As a Private Client Solicitor, it's crucial to demonstrate your knowledge in Wills, Probate, and Estate Planning. Prepare specific examples from your past experience that highlight your ability to handle complex cases and provide tailored solutions for high-net-worth clients.

✨Understand the Client's Needs

Research the types of clients the firm typically serves, especially business owners and HNW individuals. Be ready to discuss how you would approach their unique needs, such as exit planning for owner-managed businesses, and how you can add value to their situations.

✨Communicate Clearly and Professionally

Since the role requires providing an efficient and business-like service, practice articulating your thoughts clearly and professionally. Use straightforward language when discussing legal concepts, ensuring that you can explain complex matters in an easily digestible way.

✨Prepare Questions

Interviews are a two-way street. Prepare insightful questions about the firm's culture, client base, and expectations for the role. This not only shows your interest but also helps you assess if the firm aligns with your career goals.

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