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- Tasks: Support clients through Probate and Trusts, ensuring their needs are met with care.
- Company: Wills & Trusts Solicitors, a forward-thinking practice focused on wealth management.
- Benefits: Generous salary, personal development support, remote work options, and extra holiday perks.
- Why this job: Join a collaborative team and make a real difference in clients' lives during sensitive times.
- Qualifications: Qualified Solicitor with experience in Probate and Trusts, passionate about client service.
- Other info: Dynamic growth environment with opportunities for career advancement and well-being activities.
The predicted salary is between 36000 - 60000 £ per year.
Wills & Trusts Solicitors are a licensed practice, focusing on wealth management and estate planning. We are keen to appoint a driven and professional Private Client Solicitor that is keen to make an impact and develop as the business grows. This would be a fantastic opportunity for a qualified Solicitor looking to move away from dated practices such as invoicing clients for units of time, and instead move into a culture where you can use your skills and expertise to deliver a first class service to support your clients' needs.
As a Private Client Solicitor you will be specialist in all matters related to Probate and Trusts. A key focus will be to support, advise and guide clients through the Probate process as well as coordinate the collecting in or transferring of Estate assets, paying all liabilities and Inheritance Tax (IHT) and then distributing the net estate to the beneficiaries of the Will (or to the next of kin if there is no Will). You will also be advising our clients in respect of their lifetime and estate planning, including Will drafting, Trust administration and the preparation of Lasting Powers of Attorney.
Primary responsibilities will include:
- Undertaking a broad range of Private Client legal work, to include Probate, Will drafting, Trust administration and the preparation of Lasting Powers of Attorneys.
- Meeting with Clients to discuss their legal issues and ensuring that all Client requirements are followed through to the appropriate conclusion.
- Maintaining up to date records, communications & documents relating to individual cases on the provided technical/CRM systems.
- Managing an ongoing review service appropriate to the Client's needs in line with the business's proposition offering.
- Supporting the acquisition of new clients to ensure that company targets are achieved along with the maintenance of our current client base.
- Retain deceased Clients' Funds Under Management (FUM) within the Advanced Investment Strategy.
- Partnering with our team of Financial Advisers, you will be responsible for managing the technical aspects of financial planning meetings, specifically regarding legal recommendations for Client presentations.
- Ensure that any business conducted is done so in a responsible and compliant manner, meeting all legislative requirements, both internally and externally.
- Promote the profile of the business within the profession and wider communities.
Our ideal applicant will be a qualified Solicitor with relevant Private Client experience, to include Probate, trusts and solid academics. You will be a client focused individual that is passionate about providing a professional service and capable of putting our clients' needs first during a particularly sensitive time. As you will be responsible for ensuring Wills & Trusts are compliant in line with SRA requirements it is also imperative that you are up to date with relevant legislation and keen to further develop your knowledge and experience.
Wills & Trusts are an organisation that rewards behaviours rather than hours targets. We are committed to developing our people and able to offer exciting future opportunities as we grow the business over the next few years. We are keen to appoint someone with an ambitious attitude who would enjoy working in an open, collaborative and high-growth environment.
Finding the right balance is important, we are happy to consider options that work best for both you and our clients. Whilst you will be required to manage your diary so you can be on-site 2-3 days per week for client meetings, we are happy to offer remote working.
We are firm believers in rewarding our employees for their dedication and commitment towards our vision; as such you will benefit from not only a generous financial package but also support towards your ongoing personal and professional development, regular 'well-being' activities and days out, holiday entitlement that grows with length of service, your Birthday off and much, much more.
Qualifications: Qualified Solicitor with a proven track record of probate of trusts.
Private Client Solicitor in Falkirk employer: Wills & Trusts Chartered Financial Planners
Contact Detail:
Wills & Trusts Chartered Financial Planners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Solicitor in Falkirk
✨Tip Number 1
Network like a pro! Get out there and connect with other professionals in the legal field. Attend events, join relevant 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
Show your personality during interviews! We want to see the real you, so let your passion for private client work shine through. Share your experiences and how you can make a difference at Wills & Trusts Solicitors.
✨Tip Number 3
Prepare some thoughtful questions for your interviewers. This shows you’re genuinely interested in the role and the company. Ask about their approach to client care or how they support professional development – it’ll set you apart from the crowd!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Private Client Solicitor in Falkirk
Some tips for your application 🫡
Show Your Passion: When writing your application, let your enthusiasm for Private Client work shine through. We want to see that you’re not just qualified, but genuinely excited about helping clients navigate their estate planning and probate needs.
Tailor Your CV: Make sure your CV highlights relevant experience in Probate, Trusts, and Wills. We love seeing how your background aligns with our focus on client care and compliance, so don’t hold back on showcasing your skills!
Be Personable: In your cover letter, adopt a friendly yet professional tone. We value a collaborative culture, so showing us your ability to connect with clients and colleagues will definitely make you stand out.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this fantastic opportunity to grow with us at Wills & Trusts.
How to prepare for a job interview at Wills & Trusts Chartered Financial Planners
✨Know Your Stuff
Make sure you brush up on your knowledge of Probate, Trusts, and the latest legislation. Being able to discuss these topics confidently will show that you're not just qualified, but genuinely passionate about the field.
✨Client-Centric Mindset
Prepare to demonstrate how you put clients first, especially during sensitive times. Think of examples where you've gone above and beyond to support clients, as this aligns perfectly with the company's values.
✨Show Your Ambition
Wills & Trusts are looking for someone with an ambitious attitude. Be ready to share your career goals and how you see yourself growing within the company. This will highlight your commitment to both personal and professional development.
✨Cultural Fit
Familiarise yourself with the company's culture of collaboration and flexibility. Be prepared to discuss how you can contribute to this environment and why it appeals to you. This will help you stand out as a candidate who truly fits their ethos.