Private Client - Lawyer in Birmingham

About your new roleThe FirmWeightmans is a Top 45 law firm with offices throughout the UK. Having been recognised as the leading legal employer at the annual Britain's Top Employers awards and achieved several top rankings in Chambers UK 2021, we are immensely proud of the work we carry out for our clients and the culture we provide to our people.The DepartmentOur Birmingham Private Wealth team is ranked in both Chambers HNW and Legal 500 with Sarah Louise Walker ranked as a leading partner in both, reflecting our enviable reputation for advising clients on all their personal legal needs. We are proud to provide a personal, transparent and efficient service by a team which includes fully qualified members of STEP (The Society of Trust and Estate Practitioners). Understanding the importance of careful estate planning to help provide for future generations, we offer lifetime and post-death planning to a diverse range of clients.Main purpose of roleYou will work closely with the Partner in Birmingham and the existing team there to grow the business and ensure excellent client service. You will promote the firm and its services with intermediaries and assist with developing relationships with the existing network of intermediaries and with new contacts.Main duties and responsibilitiesManage own caseload of private client work, including high value/complex probate work and estate planning for high net worth individualsAssist other case handlers in the team and wider department with their cases as may be requiredSupervise and develop the skills of other more junior team membersAdvise and take instructions from clients in relation to their financial affairsTravel to and attend upon clientsPrepare and file various correspondence, notes and documentationAssist with marketing the services of the team and wider departmentAchieve set financial and chargeable targets\KPIsEnsure relevant deadlines and quality measures are adhered toComply with relevant Weightmans client policies and proceduresWork in accordance with Weightmans’ values#LI-HybridAbout YouYou will have previous experience and a genuine and demonstrable interest in the above area of work.
We also require you to have/be:
Qualified solicitorKeen interest and strong experience in all aspects of private client law, but particularly high value/complex probate work and estate planning for high net worth individuals and administration and creation of lifetime/Will trustsKeen interest or experience in income tax, inheritance tax and capital gains tax planning and reportingSTEP qualified is desirable however willingness to undertake STEP is a must (this will be funded by firm on completion of 12 months service)Business development skills and experience – an existing network of contacts would be highly advantageousExcellent IT skillsExcellent communication skillsExcellent time management and organisation skillsAbility to multi-task and prioritiseAbility to work to strict deadlines and targetsAbility to work as part of a team and on own initiativeFlexible approachOther InformationIf you meet our criteria and think this is a job where you could bring enthusiasm and an eagerness to learn, then we look forward to receiving your application.PLEASE NOTE: Candidates are encouraged to reach out directly. For inquiries or more details, feel free to contact us. Our recruitment team members are here to assist.Why work for usCome and join our award-winning organisation and be part of a team where people truly matter. Weightmans is a Leading national law firm, with strong international capabilities.Weightmans has been recognised as a leading employer for the 19th consecutive year at Britain’s Top Employers awards, and ranking top 10 in the list, the firm has also secured top positions in Chambers UK.Why work for us? Take a look: Work for Weightmans: voted a top employer | WeightmansThis link contains information regarding Culture, Benefits, D&I, Recruitment Agency PSL/Non PSL and Eligibility to work in the UK information.Work for a firm where people matter – work for WeightmansWe welcome applications from people of all backgrounds and identities and are committed to fostering an inclusive workplace where everyone feels respected, supported and able to reach their full potential. Our people-first culture is at the heart of everything we do, making Weightmans a place where you can develop your career and thrive.Curious about what is it like to work at our firm? Visit our Life at Weightmans page for insights into our employee initiatives, responsible business commitments and much more!All LocationsBirminghamAll Locations is a required fieldPositionPrivate WealthSalary Details:Not SpecifiedContract Type:PermanentFull Time or Part Time?Full Time