Private Client Solicitor Job Description Template
Our company is looking for a Private Client Solicitor to join our team.
Responsibilities:
- drafting wills;
- To ensure that all complaints are dealt with professionally, promptly and in accordance with firm policies;
- To ensure that documents are completed in accordance with firm procedures;
- Supervising more junior members of the team;
- Powers of attorney;
- Attending clients in their own environment as required;
- Proactively networking and marketing within the team to generate new business and reputation;
- Assisting in the promotion, development and marketing of the Private Client department, in order to grow the practice;
- Running a caseload which will involve a wide range of private client matters, acting on behalf of a range of clients;
- Managing a busy caseload with limited supervision;
- Providing support to existing Private Client Fee Earners and to further develop own caseload;
- Dealing with all aspects of estate planning, probate and the administration of estates and trusts;
- Promoting a compassionate and sensitive disposition and client experience when dealing with the elderly or incapacitated;
- Acting for high net worth individuals;
- Advising clients with realistic and catered legal advice.
Requirements:
- Show initiative with regard to marketing and is not afraid to suggest and try new ideas;
- Lasting Powers of Attorney and Deputyships;
- Supervising more junior members of the team;
- Utilise own network and contacts to generate new leads;
- Assisting in the promotion, development and marketing of the Private Client department, in order to grow the practice;
- Regularly interact with clients and colleagues and build trust which fosters ongoing relationships;
- Maintaining the integrity of the Firm at all times and dealing with clients in a professional and courteous manner;
- Trusts;
- Running a caseload which will involve a wide range of private client matters, acting on behalf of a range of clients;
- Providing support to existing Private Client Fee Earners and to further develop own caseload;
- Estate and Inheritance Tax Planning;
- Advising clients with realistic and catered legal advice;
- Wills/Probate.