Professional Support Lawyer, Asset Protection (0259)

This job is with Morton Fraser MacRoberts, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. At Morton Fraser MacRoberts we are a new style of law firm, independent by choice and a place where we make our own decisions and our people can have their own say. Our culture empowers all of our people to be the best they can be. You'll get responsibility early on and the support to make great things happen. And because we understand that hard work comes from people who are empowered to be at their best more of the time, we offer an agile working environment. We are charting our way to become the best in our field, so if you share our ambition, come chart your best course with us.

Summary of Role

To support the Asset Protection team in the Private Client division with legal research, innovation, knowledge management and training. The firm is open to considering suitably qualified candidates on either a full time or part time basis.

Key Tasks

• Develop, maintain and enhance the Asset Protection team's style bank and guidance notes.
• Review current processes and identify opportunities for improvement with a particular focus on considering use of AI and automation in line with the firm's objectives.
• Collaborate with IT, innovation and knowledge teams to embed new tools and ways of working effectively in the Asset Protection Team.
• Support fee earners in the team with complex legal research and technical queries.
• Monitor legal developments and ensure the wider team receives appropriate technical and legal market knowledge by means of internal training sessions, circulation of appropriate articles and regular updates.
• Work closely with the Divisional Manager in relation to the allocation of the divisional training budget, co-ordinate the attendance of team members at external courses and organise team training with internal and external speakers.
• Support in the preparation of marketing materials, marketing communications with clients, assist others with preparation for delivery of external training and, where required, preparation of tender materials.
• Organise and deliver the Private Client PEAT2 training for trainee solicitors, working with the People Team and the other Professional Support Lawyers in the firm and participate in our trainee induction sessions.
• Play a key role in the onboarding process for individuals joining the Asset Protection Team - providing them with relevant training on team processes and styles.
• Assist with annual submissions to the Legal Directories (Chambers and Legal 500).

Qualifications and Experience

• Qualified lawyer with strong technical expertise in tax and succession planning with 5+ years relevant PQE experience.
• Experience in a Professional Support Lawyer or knowledge focussed role (preferred but not essential).
• Comfortable engaging with new technology, automation and considering practical usage for this particular practice area to drive improvements.
• Strong drafting, research and communication skills.
• Ability to write style documents in plain English and to maintain the document style bank to keep documents up to date with tax and other legislative developments.

Person Specification

• You have excellent communication skills, you are articulate, you communicate clearly, concisely and without any jargon.
• You enjoy working within a team and autonomously on your own initiative.
• You are personable and good at building and developing client relationships.
• You are confident and you have a strong belief in yourself and your own ability.
• You are committed to providing a good client experience and willing to put in extra time and effort when required.

Here at Morton Fraser MacRoberts we believe in a positive work life balance and in an inclusive and friendly working environment. We are proud to be a diverse and inclusive workplace where everyone is welcome. We know that a culture of inclusion drives great results, and we're committed to making sure all our people feel valued and empowered. If you need any adjustments or accommodations during the application process, just let us know in your application. We will support you every step of the way. If you have a disability and meet the basic requirements for the role, we will guarantee you an interview.

We offer a generous benefits package including:

• Profit Related Pay
• Pension Scheme
• Private Medical Insurance for all employees (BUPA)
• Holidays starting at 25 days plus 9 public holidays (plus birthday off)
• Tax Efficient Car Lease Scheme
• Cycle to Work Scheme
• Life Assurance
• Income Protection
• Access to Comprehensive Wellbeing resources
• Retail Discounts

We operate our business on an agile basis reflecting the needs of our clients and our people to deliver outstanding client service. We will agree a suitable office/homeworking arrangement with all candidates. As signatories of the Armed Forces Covenant, we recognise the value that serving personnel, reservists, veterans and military families bring to our business. Please ensure you include any military skills and qualifications you hold when applying for a vacancy with us to ensure they are recognised during our recruitment and selection process.