Solicitor- wills and probate

Our client, an expanding firm, require a qualified Solicitor with experience in Family/Wills/Trusts and Probate law to join their team. You will ideally have been qualified at least two years, although consideration will be given to recently qualified with solid experience. This role offers a competitive salary, 25 days holiday plus benefits.

The role:

• To undertake private client work including wills, powers of attorney, trusts, probate and estate administration.
• To make a positive contribution to the work of the department and the firm.

Key Responsibilities:

• Dealing effectively and efficiently with enquiries from prospective new clients.
• Taking instructions from clients, advising and maintaining high levels of client care throughout the course of the case.
• Accepting instructions from new clients and advising them on costs and funding and the firm’s terms of business and confirming that advice in writing in accordance with practice requirements of the Solicitors Regulation Authority.
• Obtain payments on account of costs at all relevant stages and keep client advised of costs throughout the course of the case. Delivery of regular bills to the client.
• Preparation and delivery of bills.
• Maintain effective and professional contact with all other parties involved in the case and maintain all necessary correspondence.
• Undertake all necessary preparation of the case or matter.
• Maintain a full and orderly file with comprehensive attendance notes of all meetings, attendances and telephone calls.
• Use fully and record all chargeable time on the firm’s time recording system if applicable.
• At conclusion of any case, provide all relevant advice to the client and deal with the proper file closing arrangements and storage.
• Comply with Solicitors Regulation Authority’s standards of professional conduct and ethics and, in particular, with the strict requirement of confidentiality of client’s affairs, at all times.
• Become familiar with and observe the internal requirements of the firm for file opening and closure, accounting procedures, and maintenance of all necessary records and other administrative requirements.
• Work effectively and efficiently with the non-fee earning staff.
• Attend training internally and externally as agreed and maintain a record of all training undertaken and CPD points.
• To complete and maintain as necessary any professional documentation or records (such as a Practicing Certificate) as the Solicitors Regulation Authority or any other professional body may require.
• In privately funded cases obtain payments on account of costs at all relevant stages and keep client advised of costs throughout the course of the case. Delivery of regular bills to the client.
• Liaison within the firm with other fee earners engaged in similar and/or related cases matters or clients with a view both to maximising efficiency and avoiding conflicts of interest.