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- Tasks: Join a dynamic team to provide top-notch legal advice on wills and estates.
- Company: A growing law firm in Midsomer Norton, dedicated to client-focused legal services.
- Benefits: Enjoy a competitive salary, flexible working options, and generous holiday allowances.
- Why this job: Make a real impact by helping clients navigate important life decisions with confidence.
- Qualifications: Strong background in Private Client law and experience in Will writing required.
- Other info: Opportunities for career growth and participation in social events and charity fundraising.
The predicted salary is between 36000 - 54000 £ per year.
Our client prides themselves on putting their clients at the core of what they do, striving to deliver quality legal advice and services in a way to suit their client base. On behalf of our client, we are looking to recruit a Private Client and Wills fee earner to join their existing Private Client team as part of the continued growth of their law firm based in Midsomer Norton, which is commutable from local towns in Wiltshire, Somerset and the city of Bath.
For the role, you will have a strong background in Private Client law and solid legal and Will writing experience. It would also be desirable for you to have experience with tax planning in the context of, and incidental to, a person's lifetime planning, as well as ensuring wills and Lasting Power of Attorney documentation is accurate. You will be able to confidently assist clients with advice on estates of all sizes, including those subject to IHT, communicating with clients and having the drive to progress cases is a must. Many of the firm’s clients live locally, so face-to-face meetings are a daily occurrence, and therefore strong client communication skills are essential.
Desirable Skills / Experience:
- Probate and Estate Administration.
- Drafting all types of Wills.
- Drafting Lasting Powers of Attorney.
- Preparing IHT400 Inheritance Tax Accounts.
- Corrective accounts.
- Income Tax, Capital Gains Tax, and Inheritance Tax in the context of estates.
- Drafting estate accounts.
- Deputyship applications.
- Legal research and use of online research services.
- Use of a case management system (preferably ALB, though not essential).
- The use of Microsoft Office Suite (Excel, Word, and Outlook).
Benefits:
- A competitive salary up to £45,000.00 pro-rata per annum dependent on qualifications and experience.
- Payment of CILEx membership renewal fees.
- A free Will for you and discounted legal services for your friends and family.
- Annual target bonus scheme.
- Company pension contributions.
- Free private on-site parking.
- 20 days holiday plus bank holidays (rising to 25 after 1 year of service).
- 2 days gifted holiday at Christmas and full office closure.
- Social events arranged by the Socials Committee.
- Opportunities to fundraise for chosen Charity of the Year.
- Opportunities for continued growth and progression through the ‘Career Path’ initiative.
- Although the role is advertised as full-time, there is the opportunity for part-time, flexible and hybrid working for the right candidate, and as a law firm, they pride themselves on flexibility.
- Ample parking at the offices.
Please get in touch if you would like more information about this role or send us your CV via the form below. Legal Southwest will never, without exception, send out your CV without your prior knowledge or consent, so please be assured that we treat every application with the utmost confidentiality.
Private Client and Wills Fee Earner employer: Legal Southwest
Contact Detail:
Legal Southwest Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client and Wills Fee Earner
✨Tip Number 1
Network with professionals in the Private Client law sector. Attend local legal events or seminars in Midsomer Norton, Wiltshire, and Somerset to meet potential colleagues and clients. Building relationships can give you insights into the firm’s culture and values.
✨Tip Number 2
Familiarise yourself with the specific legal software mentioned in the job description, such as ALB case management systems. If you don’t have experience with it, consider taking an online course or tutorial to boost your confidence and show your commitment to learning.
✨Tip Number 3
Prepare to discuss your client communication strategies during the interview. Think of examples where you successfully assisted clients with complex estate matters, highlighting your ability to explain legal concepts clearly and empathetically.
✨Tip Number 4
Research the firm’s recent cases or community involvement. Being knowledgeable about their work will not only impress them but also help you tailor your conversation to align with their values and demonstrate your genuine interest in joining their team.
We think you need these skills to ace Private Client and Wills Fee Earner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in Private Client law, Will writing, and any relevant tax planning knowledge. Use specific examples to demonstrate your skills and achievements in these areas.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for client-focused legal services. Mention your strong communication skills and your ability to handle estates of various sizes, as well as your commitment to providing quality advice.
Highlight Relevant Experience: In your application, emphasise your experience with probate and estate administration, drafting Wills and Lasting Powers of Attorney, and preparing Inheritance Tax accounts. This will show that you meet the desirable skills outlined in the job description.
Showcase Your Client Communication Skills: Since strong client communication is essential for this role, provide examples of how you've successfully interacted with clients in the past. This could include face-to-face meetings or managing client expectations effectively.
How to prepare for a job interview at Legal Southwest
✨Showcase Your Legal Expertise
Make sure to highlight your strong background in Private Client law during the interview. Be prepared to discuss specific cases you've worked on, particularly those involving wills and estate planning, as this will demonstrate your competence and experience.
✨Communicate Clearly and Confidently
Since strong client communication skills are essential for this role, practice articulating your thoughts clearly. Use examples from your past experiences to illustrate how you effectively communicated with clients, especially in face-to-face meetings.
✨Demonstrate Your Problem-Solving Skills
Be ready to discuss how you've handled complex situations in your previous roles, particularly regarding tax planning and estate administration. This will show your ability to navigate challenges and provide quality legal advice.
✨Research the Firm and Its Values
Familiarise yourself with the firm's mission of putting clients at the core of their services. During the interview, express how your values align with theirs and how you can contribute to their continued growth and client satisfaction.
