Managing a varied caseload of private client matters including wills, LPAs, probate, estate administration, trust advice and administration, and Court of Protection matters, with experience in estate planning preferred.
Advising a broad client base including HNW individuals, families, elderly and vulnerable clients on complex matters, demonstrating empathy, sensitivity and a high standard of client care throughout.
Building and maintaining strong relationships with clients, referrers and third parties including HMRC, the Probate Registry, financial institutions, accountants and other professional advisers.
Managing own caseload with a high degree of autonomy, whilst working collaboratively within the wider team.
Supervising and supporting junior fee earners, trainees, paralegals and support staff, nurturing talent and fostering professional development.
Meeting KPIs and managing billing, WIP and financial performance of matters, with the ability to promote commercial awareness in others.
Contributing to business development, networking and the growth of the department, including developing and maintaining your own client relationships.
Ensuring compliance with all regulatory and professional obligations and maintaining high standards.
Championing a positive team culture and promoting the firm's values across the department., Clear career progression opportunities, including the potential to develop specialist expertise and take on wider management responsibilities.
Support for professional development including STEP qualification and CPD.
A flexible and supportive working environment.
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Qualified Solicitor or Chartered Legal Executive with at least 5 years' PQE in private client work.
Strong technical knowledge of wills, LPAs, probate, trusts and inheritance tax planning.
Experience advising on complex matters, including HNW estates and multi-generational planning.
STEP qualification or working towards STEP is desirable.
Proficiency in case management systems
Strong drafting, communication and organisational skills.
Proven experience of supervising and managing others.
Excellent client relationship management skills, with the ability to advise elderly and vulnerable clients with empathy and sensitivity.
Strong attention to detail and problem-solving ability.
Ability to manage a varied caseload and prioritise workloads effectively and autonomously.
Ability to work independently and collaboratively as part of a close-knit team.
Commercial awareness and a proactive interest in business development.
A collaborative, supportive working style with a commitment to nurturing junior talent.

Taylor Rose is part of the AIIC Group.

3 Taylor Rose Limited jobs in England & Wales