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- Tasks: Manage your own caseload of wills, trusts, and probate matters while providing top-notch client care.
- Company: Dynamic law firm in North Leeds offering flexible working options.
- Benefits: Flexible hours, competitive salary, and opportunities for professional growth.
- Why this job: Make a real difference in clients' lives while developing your legal expertise.
- Qualifications: 3+ years of private client experience and excellent communication skills.
- Other info: Join a supportive team with a commitment to fairness and continuous improvement.
The predicted salary is between 36000 - 60000 £ per year.
This Hybrid role is available as full time, part time, condensed or flexible hours and based in North Leeds.
3 years+ Private client experience is essential.
Main responsibilities:
- Managing your own caseload of wills, LPAs, deputyships, trusts and probate matters from inception to completion, providing high levels of client care and quality service in order to build the brand and profile of the department and firm.
- Running your own caseload of wills, LPAs, deputyships, trusts and probate matters.
- Planning and prioritising case and file management.
- Accurately utilising and updating the case management system.
- Communicating internally with the private client team, support staff and finance department and externally with clients and other third parties.
- Adhering to the Anti-Money Laundering regulations, in particular verifying client and other third parties’ identification in line with raising any potential money laundering concerns to the Compliance officer.
- Drafting legal documentation.
- Adhering to the firm’s financial policies of invoicing.
- General administration.
- Witnessing and certifying documents for clients.
- Assisting colleagues in relation to complex cases and working as a team.
- Developing and retaining new clients according to an agreed development strategy.
- Working closely with the Private Client Team Leader in marketing activities to develop new clients and promote the team and firm as a whole.
- Training and developing relevant knowledge, techniques and skills.
- Assisting in providing holiday cover.
- Undertaking any other duties relevant to the post as required.
Person specification:
Essential skills, experience, behaviours and qualifications:
- Excellent communication skills both verbal and written.
- Excellent team player who is able to get on with others.
- Good organisational skills with the ability to multi-task.
- Ability to work autonomously.
- Ability to effectively manage conflicting priorities and enjoy the challenge of managing a caseload.
- High attention to detail and accuracy with figures.
- Ability to make timely and well-considered decisions.
- Adept in use of MS Office, particularly Excel and Word, internet and email, and ideally case management systems to a basic level.
- Possess commercial awareness.
- Ability to identify risk and carry out effective risk assessment.
Knowledge required:
- Knowledge of law concerning wills, trusts, estate planning, lasting powers of attorney, deputyships, probate and all other areas of private client work.
Experience:
- Experience of running a wills, trusts, estate planning, lasting powers of attorney, deputyships and probate caseload.
Behavioural characteristics:
- Capable of using diplomacy, tact and sensitivity when dealing with others.
- Ability to inspire and motivate self and colleagues.
- Initiative and desire to be able to raise the firm’s profile and recognise business opportunities.
- Commitment to continuous improvement and providing a high quality service.
- Taking ownership for informed decisions and delivering quality outcomes.
- High degree of personal integrity and commitment to fairness, diversity and equality.
- Willingness to participate actively in training and development.
- Genuine willingness and desire to progress themselves and the team/business they work within.
- Willingness to lead by example to promote excellence.
Qualifications required:
- 3 + years PQE.
Private Client Solicitor in Bradford employer: LG select Ltd
Contact Detail:
LG select Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Solicitor in Bradford
✨Tip Number 1
Network like a pro! Get out there and connect with people in the legal field. Attend events, join online forums, or even hit up LinkedIn. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Show off your skills! When you get the chance to chat with potential employers, be ready to discuss your experience with wills, trusts, and probate matters. Share specific examples of how you've managed your caseload and provided top-notch client care.
✨Tip Number 3
Don’t just apply – follow up! After sending in your application, drop a quick email to express your enthusiasm for the role. It shows you're keen and keeps you on their radar. Plus, it’s a great way to demonstrate your communication skills!
✨Tip Number 4
Utilise our website! We’ve got loads of resources and tips to help you ace your job search. Plus, applying through us means you’re directly in touch with the hiring team, which can give you an edge over other candidates.
We think you need these skills to ace Private Client Solicitor in Bradford
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the specific skills and experience mentioned in the job description. Highlight your 3+ years of private client experience and any relevant cases you've managed. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about private client work and how your background aligns with our firm's values. Don't forget to mention your ability to manage a caseload and provide excellent client care.
Showcase Your Communication Skills: Since excellent communication is key for this role, make sure your application is clear and well-structured. Use professional language but keep it friendly – we love a personable touch! This will give us a taste of how you interact with 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’re considered for the role. Plus, it shows you’re keen on joining our team at StudySmarter!
How to prepare for a job interview at LG select Ltd
✨Know Your Stuff
Make sure you brush up on your knowledge of wills, trusts, and probate matters. Be ready to discuss your previous experience managing these cases and how you've provided excellent client care. This will show that you're not just familiar with the concepts but can also apply them effectively.
✨Showcase Your Communication Skills
Since this role requires excellent verbal and written communication, prepare examples of how you've successfully communicated with clients and colleagues in the past. Think about times when you had to explain complex legal terms in a simple way or resolve conflicts diplomatically.
✨Demonstrate Organisational Skills
Be ready to talk about how you manage your caseload and prioritise tasks. You might want to share specific tools or methods you use to stay organised, especially if you have experience with case management systems. This will highlight your ability to handle multiple priorities effectively.
✨Emphasise Teamwork and Initiative
This role involves working closely with a team, so be prepared to discuss how you've collaborated with others in the past. Also, think of examples where you've taken the initiative to improve processes or develop new client relationships. This shows you're proactive and committed to the firm's success.