- Integrity – in the way we conduct business to the highest ethical standards.
- Diversity – in our services, our clients and our people.
- Excellence – in everything we do.
- Agility – in how we operate our business and provide innovative solutions to our clients.
- Teamwork – in our 'we over me' mentality in supporting each other and delivering our core values
- 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.
- 5/6 years PQE.
- Previous experience of advising high-net worth 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 Solicitors for the Elderly membership (desirable)
- 26 days holiday + Bank holidays
- Health Cash Plan including dental and optical cover
- Enhanced pension scheme
- BUPA Private Medical Insurance
- Discounted gym membership
- Paid Volunteer days
- Wellbeing programme & initiatives
- A calendar of social and networking activities
- Reduced legal fees
- Fantastic learning and development opportunities
Private Client Solicitor 5/6 years PQE - Thame, United Kingdom - Lightfoots LLP Solicitors
Description
For over 150 years Lightfoots has been at the heart of the Thame community. We have four offices in Oxfordshire and Buckinghamshire and work for a range of clients across the UK. We offer award winning legal services for businesses, lenders and life.
We are extremely proud of our team and what we do, and our core values remain at the heart of everything:
ABOUT THE ROLE
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 5/6 years' PQE and will be proficient in will drafting, dealing with administration of complex estates 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.
About the team
The Private Client Team consists of the department head, solicitors and other fee earners, probate assistants and legal secretaries.
KEY RESPONSIBILITIES
SKILLS & EXPERIENCE
This is a permanent position working Monday to Friday, 9am to 5pm and hybrid working patterns considered (minimum 3 days in the office)
What you get in return