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Private Client Solicitor 3 years PQE
Salary not available. View on company website.
Lightfoots LLP Solicitors, Thame, Oxfordshire
- Onsite working
- Full time
- Temporary
Posted 3 days ago, 9 Jun
Job ref: 1532638b9b48400b839f154137d48586
Full Job Description
- General day-to-day dealing, advising and liaising with clients on Private Client matters such as preparation of wills, estate planning, trusts, tax issues, powers of attorney, general estate administration and inheritance matters.
- Support department with all incoming instructions.
- Attending client meetings including home, residential and nursing homes, as well as hospital visits.
- Developing strong relationships with clients and other local professionals.
- Preparation and drafting of documents and other correspondence.
- Handling client billing and ensuring all billing is accurate and timely.
- Using a case management system on a day-to-day basis.
- Engage in promoting the firm by attending marketing events, raising the Firm's profile through social media channels and help in identifying client prospects.
- Opportunities to work in Marlow and/or Prince Risborough offices
We are looking for an exceptional Private Client Solicitor who has proven experience in this field to join a busy and well-established team, reporting directly to the Head of Private Client. The ideal candidate will have at least 3 years' PQE and will be proficient in will drafting, dealing with administration of estates, lasting powers of attorney, and general private client matters. Attention to detail is essential. The role will support a wide variety of work within the department. We are looking for someone who is able to use their own initiative but also able to work well within and as part of a team. The role brings with it the possibility of career progression at a forward thinking and progressive firm., 3-8+ years PQE. - Previous experience of advising individuals with estate planning and Will preparation is essential.
- Previous experience of, or willingness to learn, how to make the most of Agricultural and Business reliefs to include estate planning and estate administration an advantage.
- The administration of estates, to include taxable estates.
- Preparation of Powers of Attorney essential.
- Experience of Deputyship and associated Court of Protection applications desirable.
- Experience of trust creation and administration and related tax affairs.
- A keen eye for detail with good technical drafting ability.
- Desire to get involved in the marketing, business development and promotion of the Private Client department and the wider firm.
- Must be able to communicate effectively and professionally.
- Fully competent in MS Word and willingness to use case management systems.
- STEP membership essential and Association of Lifetime Lawyers (previously Solicitors for the Elderly) membership (desirable), As a Disability Confident employer, we promote diversity and provide equal opportunities for all individuals. We prioritise inclusivity and ensure we have a supportive and accessible workplace for those with disabilities. If you require any adjustments to be able to attend an interview please do let us know.
Lightfoots Solicitors has been at the heart of the community in Thame for 170 years. With five offices across Oxfordshire and Buckinghamshire, Lightfoots is proud of its unrivalled reputation of excellence for all of our services.
Our staff are our greatest asset and we work hard to provide a culture where you can thrive and enjoy a fantastic career. We provide a range of benefits to support you in and outside of the workplace. Firstly, you will enjoy enhanced annual leave in addition to bank holidays, an enhanced pension scheme, alongside a competitive salary. For your health BUPA Private Medical Insurance, Healthcare cash plan for your everyday healthcare expenses for you and your dependents, access to a 24/7 GP service, Employee Assessment Programme, company sick pay, free flu vaccinations, and more. For your wellbeing Discounted gym memberships, fruit in all offices, paid volunteer days, Wellbeing and awareness events across the year. Your wellbeing and mental health is our highest priority at Lightfoots, which is why we have 9 qualified Mental Health First Aiders across the firm to provide confidential support. For you and your family We provide an option to use your own sickness entitlement if a dependent is unwell and needs your care. We also provide enhanced Maternity, Adoption and Paternity leave alongside many more family friendly policies. Generous discounts on legal services. For your career We offer Significant learning and development opportunities alongside a structured appraisal process, sponsored training for qualifications, networking opportunities and access to 100s of webinars and training activities. For your belonging We have an active Social committee, Charity Committee, Wellbeing Committee and an ESG committee. We actively encourage new joiners to take an active part in a committee if it is an area of interest. We have firm organised events throughout the year including quarterly socials, breakfast briefings, book club and lots more…….
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