Responsibilities:
- Managing a varied caseload of private client matters including wills, LPAs, probate, estate administration, trust advice and administration, and Court of Protection matters, with experience in estate planning preferred.
- Advising a broad client base including HNW individuals, families, elderly and vulnerable clients on complex matters, demonstrating empathy, sensitivity and a high standard of client care throughout.
- Building and maintaining strong relationships with clients, referrers and third parties including HMRC, the Probate Registry, financial institutions, accountants and other professional advisers.
- Managing own caseload with a high degree of autonomy, whilst working collaboratively within the wider team.
- Supervising and supporting junior fee earners, trainees, paralegals and support staff, nurturing talent and fostering professional development.
- Meeting KPIs and managing billing, WIP and financial performance of matters, with the ability to promote commercial awareness in others.
- Contributing to business development, networking and the growth of the department, including developing and maintaining your own client relationships.
- Ensuring compliance with all regulatory and professional obligations and maintaining high standards.
- Championing a positive team culture and promoting the firm's values across the department.
Qualifications and Skills:
- Qualified Solicitor or Chartered Legal Executive with at least 2 years' PQE in private client work.
- Strong technical knowledge of wills, LPAs, probate, trusts and inheritance tax planning.
- Experience advising on complex matters, including HNW estates and multi-generational planning.
- STEP qualification or working towards STEP is desirable.
- Proficiency in case management systems
- Strong drafting, communication and organisational skills.
- Proven experience of supervising and managing others.
Benefits:
- Clear career progression opportunities, including the potential to develop specialist expertise and take on wider management responsibilities.
- Support for professional development including STEP qualification and CPD.
- A flexible and supportive working environment.
- Competitive salary
- Fee Earner reward Scheme
- Healthcare Plan
- Hybrid working
- Internal and External Training and Development
If you are interested in this position, and you meet the requirements of the role, please click ‘apply now’ to forward an up-to-date copy of your resume. Alternatively, if you would like to discuss this opportunity further, please contact Elliott Dymond for a confidential discussion.
Our advertisements use salary and experience as a guide only. Interlink Recruitment is an equal opportunities employer.
Contact Details:
Interlink Talent Solutions Recruitment Team
