At a Glance
- Tasks: Advise clients on wills, trusts, and probate while managing a varied caseload.
- Company: Progeny, a forward-thinking firm combining legal and financial services.
- Benefits: Birthday holiday, private medical insurance, and 24/7 digital GP access.
- Other info: Join a B-Corp certified firm with excellent career growth opportunities.
- Why this job: Make a real impact by helping clients navigate complex legal matters.
- Qualifications: Qualified Solicitor or Chartered Legal Executive with 1-3 years PQE.
The predicted salary is between 36000 - 60000 £ per year.
As part of the Private Law team, you will advise on a wide range of complex matters, including wills and succession, inheritance tax, trusts, and probate. You will also work closely with our Wealth Management team to support mutual clients. You will manage a varied caseload, meeting with clients to understand their needs, progressing matters efficiently, drafting tailored documentation, and liaising with other stakeholders. You will ensure accurate case management and full compliance with SRA and Firm standards, while building strong client relationships and contributing to the team's professional growth. This role is ideal for a qualified Solicitor or Chartered Legal Executive. This role is on a hybrid basis and can be based out of our Leeds, Nottingham, or Worthing office.
Key responsibilities
- Arrange and conduct meetings with new and existing clients to establish the necessary advice and services, based on the client’s needs.
- Arranging and attending further client meetings where necessary to progress with the case and finalise documentation.
- Taking and acting upon client instructions.
- Instructing barristers or specialist advocates to appear in court for the client in complex disputes.
- Corresponding with clients and opposing solicitors where necessary.
- Advising clients on the law and legal issues relating to their cases.
- Drafting of documents, letters and contracts tailored to the client’s individual needs.
- Research and analyse documents and case law to ensure the accuracy of advice.
- Delivery of agreed billing and other targets in accordance with departmental and personal financial controls/budgets.
- Support the development and reputation of the Firm through external involvement in professional organisations and internal contribution at departmental and practice levels.
- Keeping up to date on legislative, regulatory, and client-related developments, changes, and trends.
- Adherence to the standards as set by the SRA and to all the Firm’s Policies and Procedures.
- Support the training and development of Trainee Solicitors and Paralegals.
What success looks like
- The consistent delivery of high-quality, value-adding and compliant legal advice.
- Effective relationships with clients that are built on trust and clear communication, in collaboration with internal stakeholders.
- Effective and timely management of multiple cases, ensuring accuracy in records and billing, with deadlines consistently met.
Our ideal person
- Qualified Solicitor or Chartered Legal Executive.
- Considerable PQE experience (minimum 1-3 years PQE).
- Consistently deliver high-quality legal services through appropriate monitoring and management of own personal training and development.
- Ability to build and maintain excellent stakeholder relationships within all aspects of the business.
- Ability to always exercise discretion and professionalism.
- Work diligently and in good faith within the general working practices required of a qualified solicitor.
- Ability to work as part of a team, whilst being able to work efficiently on own initiative.
We reserve the right to close this vacancy early if we receive sufficient applications. Therefore, if you are interested, please submit your application as early as possible.
Benefits
- Birthday holiday
- Private medical insurance, 24/7 digital GP and health advice
- Employee assistance programme providing support for your mental and physical health
- Family leave
About Progeny
We create, enhance, and preserve wealth. We are the first and only firm in the UK to bring together independent financial planning, asset management, tax, HR, and private and corporate legal services. We are forward-thinking and tech-driven, using technology to eliminate paperwork, improve communications, and enrich the relationship between client and adviser. At Progeny, we believe that we all have the power to make good things happen. We want to use our success as a catalyst for making real change. We created the Progeny Foundation to support local charities, including Zarach, and we have recently achieved the globally recognised B-Corp certification. We are the proud winners of the Yorkshire Financial Awards 2024 Best Employer award for the third year running.
Private Client Solicitor in Nottingham employer: Progeny
Progeny is an exceptional employer that prioritises employee well-being and professional growth, offering a hybrid working model across our Leeds, Nottingham, and Worthing offices. With benefits like private medical insurance, a 24/7 digital GP service, and a commitment to mental health support, we foster a collaborative and innovative work culture that empowers our team to deliver high-quality legal services while making a positive impact in the community through initiatives like the Progeny Foundation.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Solicitor in Nottingham
✨Tip Number 1
Network like a pro! Get out there and connect with people in the legal field. Attend events, join professional groups, and don’t be shy about reaching out on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Practice your interview skills! Mock interviews can help you feel more confident when it’s time to shine. Ask a friend or mentor to throw some tough questions your way, especially those related to client management and legal advice.
✨Tip Number 3
Showcase your expertise! When you get the chance to meet potential employers, bring along examples of your work or case studies that highlight your skills in wills, trusts, and probate. This will set you apart from the crowd.
✨Tip Number 4
Apply through our website! We’re always on the lookout for talented solicitors like you. Keep an eye on our careers page and don’t hesitate to submit your application early – we might close the vacancy sooner than you think!
We think you need these skills to ace Private Client Solicitor in Nottingham
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Private Client Solicitor role. Highlight your experience with wills, trusts, and probate, and show how you can meet the specific needs of our clients.
Showcase Your Communication Skills:Since this role involves building strong client relationships, emphasise your ability to communicate clearly and effectively. Share examples of how you've successfully managed client interactions in the past.
Demonstrate Your Legal Knowledge:We want to see that you’re up-to-date with legal developments and have a solid understanding of inheritance tax and succession planning. Mention any relevant training or courses you've completed to back this up.
Apply Through Our Website:Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role as soon as possible.
How to prepare for a job interview at Progeny
✨Know Your Stuff
Make sure you brush up on the key areas of private law, especially wills, trusts, and probate. Familiarise yourself with recent changes in legislation and how they might affect your clients. This will show that you're not just qualified but also genuinely interested in the field.
✨Client-Centric Approach
During the interview, emphasise your ability to build strong relationships with clients. Share examples of how you've successfully managed client expectations and tailored your advice to meet their specific needs. This is crucial for a role that revolves around client interaction.
✨Showcase Your Team Spirit
Highlight your experience working collaboratively with other professionals, like financial advisors or barristers. Discuss how you’ve contributed to team success in the past, as this role requires liaising with various stakeholders to provide comprehensive legal services.
✨Demonstrate Compliance Awareness
Be prepared to discuss how you ensure compliance with SRA standards and firm policies in your work. Mention any systems or processes you use for case management and how you keep up-to-date with regulatory changes. This shows that you take your professional responsibilities seriously.
