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- Tasks: Manage your own caseload of wills, trusts, and probate matters while providing top-notch client care.
- Company: A leading law firm in North Leeds with a focus on private client services.
- Benefits: Flexible working 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 that values integrity, diversity, and continuous improvement.
The predicted salary is between 40000 - 50000 £ 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.
Hybrid Private Client Solicitor (Wills, Trusts & Estates) in Leeds employer: LG select Ltd
Contact Detail:
LG select Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Hybrid Private Client Solicitor (Wills, Trusts & Estates) in Leeds
✨Network Like a Pro
Get out there and connect with people in the legal field! Attend industry events, join relevant online forums, and don’t be shy about reaching out to professionals on LinkedIn. Building relationships can open doors that a CV just can’t.
✨Show Off Your Skills
When you get the chance to chat with potential employers, make sure to highlight your experience with wills, trusts, and estates. Share specific examples of how you've managed cases and provided top-notch client care. We want to see your passion shine through!
✨Be Prepared for Interviews
Do your homework before any interview! Understand the firm’s values, their approach to private client work, and be ready to discuss how you can contribute to their goals. Practise common interview questions so you can answer confidently and clearly.
✨Apply Through Our Website
Don’t forget to apply directly through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining our team and contributing to our success.
We think you need these skills to ace Hybrid Private Client Solicitor (Wills, Trusts & Estates) in Leeds
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the specific skills and experiences mentioned in the job description. Highlight your private client experience, especially with wills, trusts, and probate matters, to show us you’re the right fit for the role.
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 needs. Don’t forget to mention your commitment to high-quality 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 want to see your personality shine through!
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 don’t miss out on any important updates from our team!
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 law. Be ready to discuss specific cases you've managed and how you navigated challenges. This shows you're not just familiar with the theory but have practical experience too.
✨Showcase Your Communication Skills
Since excellent communication is key in this role, prepare examples of how you've effectively communicated with clients and colleagues. Think about times when you had to explain complex legal concepts in simple terms or resolve conflicts diplomatically.
✨Demonstrate Organisational Skills
Be prepared 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 can relate them to the case management systems mentioned in the job description.
✨Emphasise Teamwork and Leadership
This role requires a good team player who can also inspire others. Share experiences where you've collaborated with colleagues or taken the lead on a project. Highlight your commitment to continuous improvement and how you contribute to a positive team environment.