At a Glance
- Tasks: Craft bespoke wills and provide tailored estate planning solutions for clients.
- Company: Join a dynamic and growing legal team focused on private client services.
- Benefits: Enjoy hybrid working, flexible holidays, health insurance, and wellness activities.
- Other info: Work from anywhere for up to 4 weeks a year and enjoy a supportive culture.
- Why this job: Make a real difference in clients' lives by helping them secure their legacies.
- Qualifications: 3+ years PQE as a solicitor with experience in wills and trusts.
The predicted salary is between 50000 - 65000 £ per year.
The Role
We are seeking a dedicated Private Client Solicitor to join our growing team.
You will be responsible for crafting bespoke wills, providing IHT guidance, and advising on, establishing and administering trusts for clients who require tailored solutions that accurately reflect their wishes regarding the distribution of their assets.
This role involves working closely with clients to understand their unique circumstances, including complex family structures, business ownership, and other considerations.
You will need a strong understanding of trusts, inheritance tax and estate planning, as well as excellent communication skills to effectively advise clients and ensure their wishes are properly documented.
Your expertise in trusts will allow you to provide strategic advice on wealth preservation, inheritance tax planning, and asset protection.
Experience in probate and estate administration is a plus.
Key Responsibilities
- Engage with clients to understand their estate planning needs and objectives.
- Analyse complex family and financial situations to determine appropriate estate planning and trust strategies.
- Draft wills, trusts (including discretionary, life interest, and bare trusts), and other estate planning documents tailored to each client's individual circumstances.
- Provide expert guidance on the creation, administration, and taxation of trusts, ensuring compliance with legal and regulatory requirements.
- Advise clients on the implications of trust structures for asset protection, succession planning, and tax efficiency.
- Review and revise existing wills, trusts, and estate planning documents as necessary to accommodate changes in clients' circumstances or the law.
- Collaborate with financial advisors, and other professionals to develop comprehensive estate and trust planning solutions for clients.
- Handle the administration of trusts, ensuring proper management and distribution of assets in line with settlors’ intentions.
- Maintain confidentiality and discretion when handling sensitive client information.
- Stay abreast of industry trends and best practices in estate planning and trust law to enhance service delivery.
Who Are You?
- Solicitor with a minimum of 3+ years PQE
- Experience in drafting and advising on complex wills, trusts, and estate structures
- Experience in trust administration
- Full TEP membership (preferable)
- Excellent verbal and written communication skills
- Confidence and passion to develop our offerings in this area
- Ability to explain complex legal concepts in a clear and understandable manner
- High levels of compassion, discretion, and care
- Strong active listening skills to understand clients’ unique needs
- Ability to thrive in a dynamic and fast-paced start-up environment
- Hybrid working (London Bridge).
- Flexible holiday + extra day off for your Birthday.
- Work from anywhere in the world for up to 4 weeks per year.
- Vitality Health & Life Insurance.
- Enhanced parental leave.
- Free Will & LPAs + discounts on other Octopus services.
- Cycle to Work Scheme and access to the Electric Vehicle (EV) Salary Sacrifice Scheme.
- Octopus Giving: we match any charitable fundraising that you do up to £500.
- Breakfast every day, snacks and wellness activities.
- #J-18808-Ljbffr
Private Client Solicitor employer: Octopus Legacy Limited
At Octopus Legacy, we pride ourselves on being an exceptional employer that fosters a dynamic and innovative work environment. Our commitment to employee growth is evident through our hands-on culture, where you will have the opportunity to experiment with AI-driven recruitment strategies while collaborating closely with passionate teams. Located in a fast-paced startup atmosphere, we offer unique advantages such as the chance to make a significant impact in the DeathTech sector, ensuring your work is both meaningful and rewarding.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Solicitor
✨Get Involved in Law Societies
Join local law societies and attend their events – they're often a goldmine for networking and job opportunities in the legal field. Plus, it’s a great way to meet other budding lawyers and experienced solicitors who could provide vital insights and connections.
✨Tap into Online Legal Communities
Don’t underestimate the power of online platforms like LinkedIn and specific legal forums. Get active in discussions or share your thoughts on recent legal developments – this not only builds your visibility but also showcases your passion and knowledge in law.
✨Attend Career Fairs and Workshops
Look out for career fairs and workshops specifically focused on law. Many law firms, including Octopus Legacy Limited, will be scouting for fresh talent, so bring your A-game and don’t shy away from making a memorable impression.
✨Leverage Your University’s Career Services
If you’re still in university or have recently graduated, latch onto your career services! They often have connections with law firms looking for graduates and can guide you through the application process tailored for the legal sector.
We think you need these skills to ace Private Client Solicitor
Some tips for your application 🫡
Highlight Your Legal Knowledge:When applying for a full-time role in legal services at Octopus Legacy Limited, make sure to demonstrate your understanding of key legal principles and areas of law relevant to the position. Include any specific coursework, modules, or certifications, like LPC or BPTC qualifications, that showcase your legal expertise directly on your CV.
Showcase Your Research Skills:In the legal field, strong research skills are crucial. Use your application to illustrate how you've utilised these skills in past studies or work experiences – whether that's through past internships or significant projects. Mention any legal databases or tools you’re proficient in, as this can give you an edge.
Tailor That Cover Letter!:Your cover letter is your chance to shine! Make it personal by expressing your genuine interest in Octopus Legacy Limited and the specific role of Private Client Solicitor. Talk about why you want to be part of their team, how your unique experiences align with their values, and why you’re passionate about the legal sector.
Stay Formal but Friendly:While we all know the legal world can be pretty formal, don’t be afraid to let a bit of personality shine through in your written application. Use a respectful tone, but feel free to inject a little warmth; this approach can help you stand out and show you're a great fit for Octopus Legacy Limited’s culture!
How to prepare for a job interview at Octopus Legacy Limited
✨Know Your Legal Principles
Brush up on foundational legal principles relevant to the specific area of law you’re applying for, whether it’s corporate, criminal, or family law. We might get asked situational questions to test your knowledge, so being articulate about key concepts will make you stand out.
✨Be Ready for Case Studies
Full-time legal roles often involve case studies during interviews. Prepare to analyse a hypothetical case and discuss your approach to it. Practising this with a peer or mentor can help us refine our reasoning and articulate a solid legal argument.
✨Show Off Your Research Skills
As legal professionals, strong research skills are a must. Have examples ready of how you've effectively used legal databases or conducted thorough legal research in your past experiences. It's a great way to demonstrate your readiness for the role at Octopus Legacy Limited.
✨Exude Professionalism and Confidence
In the legal field, professionalism is key. During the interview, we should maintain good eye contact and communicate clearly to show that we’re not just knowledgeable, but also confident. This can make a positive impression on your potential colleagues at Octopus Legacy Limited.
