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- Tasks: Provide legal advice and drafting for trusts and estates, supporting clients and colleagues.
- Company: Join ZEDRA Legal Services, a leading firm in private client law.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Other info: Dynamic role with opportunities for career advancement and collaboration.
- Why this job: Make a real difference in clients' lives while growing your legal expertise.
- Qualifications: Qualified lawyer with 5+ years PQE in private client and trust law.
The predicted salary is between 36000 - 60000 £ per year.
As part of the ZEDRA group, ZEDRA Legal Services (ZLS) is an Solicitors Regulation Authority (SRA) regulated business.
ZLS provides legal support to ZEDRA’s UK Trust Company (ZTC) on a solicitor/client basis. ZTC is a trust corporation and is appointed as professional trustee of over 2,000 trusts and as the executor of over 60,000 Wills as professional attorney for finance and property in numerous Enduring and Lasting Powers of Attorney. As Senior Solicitor, you will support ZTC in its role as a professional fiduciary through the provision of legal advice and drafting.
ZLS has a large probate team, which performs estate administration work for lay and professional Personal Representatives. You will support ZLS colleagues involved in estate administration through the provision of legal advice and drafting.
ZLS also provides private client and estate planning services to a broad range of external private clients requiring lifetime tax planning and structuring, Wills, LPAs, Deeds of Variations and other private client services. They also work with key intermediaries who refer this work to us.
Key Accountabilities
General
The main function of the role is as a fee earning member of the legal team charging either the internal ZEDRA companies for advice or drafting as well as supporting colleagues who act for individual clients referred to them through a network of intermediaries or through internal business development staff.
Client
The successful candidate will be part of a team that delivers a high-quality service to ZTC and non-ZEDRA private clients. They will be required to liaise directly with ZTC staff and will provide advice and guidance in relation to the legal aspects of trusts and estates in which ZTC is appointed as trustee or PR. They will also support external facing ZLS colleagues by assisting in matters in which they provide private client advice and drafting to external, non-ZEDRA clients.
The role holder will ensure they deliver on commitments to agreed deadlines and to a high standard for specific trust cases both in their own files and when supporting ZLS colleagues in their matters.
The successful candidate will be responsible for the following:
- Drafting including Wills, LPAs, lifetime trusts, Deeds of Variation, Deeds of Trust and Gift, as well as advice in respect of the same.
- Provision of discreet pieces of advice in terms of lifetime planning.
- Answering technical queries from colleagues in ZLS’s estate administration team
- Drafting documents to assist ZLS and ZTC in estate administration.
- Providing advice to ZTC in its capacity as trustee of a broad range of UK trusts, escrow agent, director and paying agent.
- Review of colleagues work to ensure accuracy.
- Assisting with the administration of non-standard assets
- Dealing with queries arising from enduring powers of attorney and lasting power of attorney
- Ensuring tax compliance, where required.
Knowledge and Experience
Professional and Technical Experience
The successful candidate will be a qualified lawyer 5+ years PQE working for a renowned trust and private client law or fiduciary firm. The successful candidate will have experience of advising private clients, trustees, settlors and beneficiaries in relation to trust and other fiduciary structures and the legal and tax regime in which they operate. Experience in will writing, estate administration, lasting and enduring powers of attorney and mental capacity issues is expected. The successful candidate must have a sound technical grounding but be capable of delivering work and advice in a commercial context.
Academic and Professional Qualifications
The role holder will be a qualified lawyer of 5+ years in a private client and trust law. Ideally the candidate will be a member of STEP or working towards it.
For more information or to request a copy of the full job description, please email recruitment@zedra.com
All agency emails and queries should be sent to recruitment@zedra.com
Private Client Solicitor employer: ZEDRA Group
Contact Detail:
ZEDRA Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Solicitor
✨Network Like a Pro
Get out there and connect with people in the legal field! Attend industry events, join relevant groups on LinkedIn, and don’t be shy about reaching out to former colleagues or classmates. You never know who might have a lead on your next opportunity.
✨Showcase Your Expertise
Consider writing articles or blog posts about private client law topics. This not only demonstrates your knowledge but also helps you get noticed by potential employers. Share your insights on social media to engage with others in the field!
✨Ace the Informational Interview
Don’t just wait for job openings; reach out for informational interviews with firms you admire. It’s a great way to learn more about their work culture and show your interest. Plus, it could lead to job opportunities down the line!
✨Apply Directly Through Us
When you find a role that excites you, apply directly through our website. It shows your enthusiasm and gives us a chance to see your application first-hand. Let’s make it happen together!
We think you need these skills to ace Private Client Solicitor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Private Client Solicitor role. Highlight your relevant qualifications, especially your PQE and any specific experience with trusts and estates.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for ZLS. Mention your experience with private clients and how you can contribute to the team’s success.
Showcase Your Technical Skills: Since this role involves a lot of legal drafting and advice, be sure to mention your expertise in drafting Wills, LPAs, and other relevant documents. We want to see your technical prowess!
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. We can’t wait to hear from you!
How to prepare for a job interview at ZEDRA Group
✨Know Your Stuff
Make sure you brush up on your knowledge of trust and private client law. Familiarise yourself with the specific legal frameworks and recent changes in legislation that could impact the role. Being able to discuss these confidently will show that you're not just qualified, but genuinely engaged with the field.
✨Showcase Your Experience
Prepare to share specific examples from your past work that highlight your experience with estate administration, will writing, and advising clients. Use the STAR method (Situation, Task, Action, Result) to structure your responses, making it easy for the interviewers to see how your background aligns with their needs.
✨Ask Insightful Questions
Interviews are a two-way street! Prepare thoughtful questions about ZEDRA's approach to client service, their team dynamics, or how they handle complex cases. This not only shows your interest in the role but also helps you gauge if the company is the right fit for you.
✨Demonstrate Team Spirit
Since you'll be working closely with colleagues and clients, it's crucial to convey your ability to collaborate effectively. Share examples of how you've worked as part of a team in the past, especially in high-pressure situations, to illustrate your interpersonal skills and commitment to delivering quality service.