Private Client Knowledge/PSL

Private Client Knowledge/PSL

Surrey Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Support the Tax & Trusts practice by managing precedents and training programs.
  • Company: Join a leading regional firm known for its dynamic and supportive environment.
  • Benefits: Enjoy flexible working options, including remote/hybrid work and a collaborative team culture.
  • Why this job: Be at the heart of a growing team, enhancing client service and increasing efficiencies.
  • Qualifications: Ideal candidates have private client experience in tax, trusts, and estate planning.
  • Other info: Full-time or part-time roles available; minimum three days required.

The predicted salary is between 36000 - 60000 £ per year.

Job Description

THE FIRM

A leading regional firm

THE ROLE

A Knowledge / Professional Support Lawyer is sought to support the Tax & Trusts practice.

If you have excellent private client experience within a quality practice and are looking to join a growing, dynamic team, working within an ambitious yet supportive environment, this role might be a good fit for you.

This is a key role, sitting at the heart of the team, and the right candidate will be proactive, with a drive for excellence, yet approachable and friendly, forming good relationships with team members at all levels.

The focus of the role is to provide support to the team by developing and managing its precedents, knowhow and training programmes as well as helping to manage internal projects to enhance their client service and increase efficiencies.

ABOUT YOU

The firm will consider applications from candidates looking to work on a full-time or part-time basis (minimum three days). As a firm they work flexibly and remote/hybrid working is available, with employees encouraged to be in the office at least two days per week (pro-rated for part-time workers)

The ideal candidate will be an established private client knowledge lawyer with a strong background in UK and (preferably) international tax and estate planning, trusts and other asset holding structures, lasting powers of attorney and other advance care planning, and estate administration.

You may also be an experienced private client fee earner with strong relevant experience, looking to transition into a knowledge lawyer role.

Lipson Lloyd Jones Ltd is acting as an Employment Agency in relation to this vacancy.

Private Client Knowledge/PSL employer: Lipson Lloyd-Jones

At our leading regional firm, we pride ourselves on fostering a dynamic and supportive work culture that values excellence and collaboration. With flexible working arrangements, including remote and hybrid options, we empower our employees to achieve a healthy work-life balance while contributing to meaningful projects in the Tax & Trusts practice. Join us to be part of a growing team where your expertise will be valued, and opportunities for professional development are abundant.
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Contact Detail:

Lipson Lloyd-Jones Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Private Client Knowledge/PSL

✨Tip Number 1

Network with professionals in the Tax & Trusts field. Attend industry events, webinars, or local meetups to connect with potential colleagues and learn more about the firm's culture and values.

✨Tip Number 2

Research the latest trends and developments in private client law, especially in UK and international tax and estate planning. Being knowledgeable about current issues will help you stand out during conversations with the team.

✨Tip Number 3

Prepare to discuss your experience in developing training programs or managing precedents. Think of specific examples where you've improved efficiencies or enhanced client service in your previous roles.

✨Tip Number 4

Show your proactive nature by suggesting ideas on how to enhance the team's knowledge management processes. This demonstrates your initiative and understanding of the role's responsibilities.

We think you need these skills to ace Private Client Knowledge/PSL

Private Client Law Expertise
Tax and Estate Planning Knowledge
Trusts and Asset Holding Structures
Lasting Powers of Attorney
Advance Care Planning
Estate Administration
Precedent Development
Knowledge Management
Training Program Development
Project Management
Strong Communication Skills
Relationship Building
Proactive Approach
Attention to Detail
Flexibility and Adaptability

Some tips for your application 🫡

Understand the Role: Make sure you fully understand the responsibilities of a Knowledge / Professional Support Lawyer in the Tax & Trusts practice. Tailor your application to highlight your relevant experience and how it aligns with the firm's needs.

Highlight Relevant Experience: Emphasize your private client experience, particularly in UK and international tax, estate planning, and trusts. Use specific examples from your past roles to demonstrate your expertise and proactive approach.

Showcase Your Soft Skills: Since the role requires forming good relationships within the team, make sure to mention your interpersonal skills. Describe situations where you've successfully collaborated with colleagues or managed projects effectively.

Tailor Your CV and Cover Letter: Customize your CV and cover letter for this specific position. Use keywords from the job description and ensure that your documents reflect your understanding of the firm's culture and values, especially their emphasis on flexibility and support.

How to prepare for a job interview at Lipson Lloyd-Jones

✨Showcase Your Expertise

Make sure to highlight your experience in private client work, especially in tax and estate planning. Be prepared to discuss specific cases or projects where you demonstrated your knowledge and skills.

✨Demonstrate Proactivity

Since the role requires a proactive approach, come prepared with ideas on how you can enhance the team's precedents and training programs. This shows that you're not just looking to fit in but also to contribute meaningfully.

✨Emphasize Relationship Building

The firm values good relationships within the team. Be friendly and approachable during the interview, and share examples of how you've successfully collaborated with colleagues in the past.

✨Discuss Flexibility and Adaptability

Given the firm's flexible working arrangements, be ready to talk about how you manage your time and work effectively in both remote and office settings. Highlight any previous experiences that demonstrate your adaptability.

Private Client Knowledge/PSL
Lipson Lloyd-Jones
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  • Private Client Knowledge/PSL

    Surrey
    Full-Time
    36000 - 60000 £ / year (est.)

    Application deadline: 2027-04-04

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    Lipson Lloyd-Jones

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