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- Advising clients on wills, estate planning, trusts, tax issues, powers of attorney, estate administration, and inheritance matters.
- Managing incoming instructions and supporting the wider team.
- Conducting client meetings at various locations including homes, nursing homes, and hospitals.
- Building strong relationships with clients and local professionals.
- Drafting legal documentation and correspondence accurately.
- Managing client billing effectively.
- Utilising case management software daily.
- Participating in marketing events and contributing to the firm's business development activities.
- 3-8+ years PQE in Private Client law.
- Strong expertise in estate planning, will preparation, and powers of attorney.
- Experience handling taxable estates and trust administration.
- Ability to draft complex legal documents with high accuracy.
- STEP membership is essential; Association of Lifetime Lawyers membership is desirable.
- Excellent communication and interpersonal skills.
- Competent with Microsoft Word and willingness to learn case management systems.
- Competitive salary and enhanced annual leave.
- BUPA private medical insurance and healthcare cash plan.
- Enhanced pension scheme.
- Supportive mental health and wellbeing initiatives.
- Significant career progression and development opportunities.
