Private Client Solicitor | Job in Northumberland

In this exciting opportunity within our organization we seek a dedicated and experienced Private Client Solicitor to join our dynamic legal team based in the North East region.

*Role Overview: *

As a Private Client Solicitor, you will be responsible for providing advice and support to high net worth individuals on a wide range of private client matters including wills, probate, trusts, and tax planning. Your role will involve liaising with clients, drafting legal documents, and managing complex estate administration.

*Key Responsibilities: *

• Advise clients on all aspects of wills, trusts, probate, and tax planning to ensure their affairs are managed effectively and efficiently.
• Draft and prepare a variety of legal documents, including wills, trust deeds, powers of attorney, and estate administration documents.
• Manage complex estate administrations, ensuring that all aspects are handled in accordance with the client's wishes and the relevant legislation.
• Provide support to more junior members of the team, sharing your knowledge and expertise to help them develop their skills.
• Maintain accurate records and ensure compliance with all relevant regulations and guidelines.
• Build and maintain strong relationships with clients, providing them with excellent service and ensuring their needs are met.

*Skills & Experience: *

To be successful in this role, you will have a minimum of 3 years' PQE (Post Qualified Experience) in Private Client work within a reputable law firm. You will have strong technical knowledge, excellent communication skills, and the ability to build and maintain effective relationships with clients.

*What We Offer: *

We offer a competitive salary, generous benefits package, and opportunities for career progression. Our team values diversity and inclusivity, and we are committed to creating a workplace where everyone feels valued and respected. If you are a dedicated Private Client Solicitor looking for an exciting new challenge we would love to hear from you! Please apply with your CV and covering letter detailing why you believe you would be a great fit for our team.

Summary

In an exciting opportunity we are seeking a highly skilled and experienced Private Client Solicitor to join our dynamic and reputable team in the North East region. This is an exceptional chance for a dedicated legal professional who aspires to grow within a forward-thinking organisation that values excellence, collaboration, and client satisfaction. The successful candidate will be responsible for managing a diverse caseload of private client matters, including but not limited to probate, estate administration, trusts, tax planning, and court of protection applications. You will have the opportunity to work closely with our clients, providing them with expert legal advice and guidance tailored to their unique circumstances. Our ideal candidate will possess:

• A strong academic background, including a qualification in law (LLB/Graduate Diploma in Law) and completion of the Legal Practice Course or equivalent.
• A valid practicing certificate, demonstrating your commitment to maintaining the highest professional standards.
• Proven experience in private client matters within a reputable legal practice.
• Excellent communication and interpersonal skills with the ability to build strong relationships with clients and colleagues alike.
• A proactive approach to case management, ensuring that all matters are handled efficiently and effectively.
• A solid understanding of relevant legislation and case law, and the ability to apply this knowledge to practical situations. In return we offer a competitive salary package, ongoing professional development opportunities, and a supportive work environment where your contributions are valued and recognised. If you are passionate about private client law and eager to advance your career within a progressive organisation we would love to hear from you.

Skills Required

In the dynamic and challenging environment of our organisation we seek an experienced and dedicated Private Client Solicitor to join our team. The successful candidate will have a strong background in private client law with expertise in areas such as:

*Wills and Probate

• : An in-depth understanding of wills, probate, and estate administration is essential. You should be proficient in drafting and interpreting wills, dealing with the administration of estates, and providing advice on inheritance tax and trust matters.

• *Trusts Management

• : Experience in establishing, managing, and administering various types of trusts is highly desirable. This includes discretionary trusts, life interest trusts, and settlements.

• *Lasting Powers of Attorney (LPA)

• : Familiarity with LPAs, including their creation, registration, and management, will be beneficial. You should be able to advise clients on the different types of LPA and their implications.

• *Court of Protection Work

• : Knowledge of the Court of Protection and experience in dealing with applications under the Mental Capacity Act 2005 is an advantage. This includes applications for deputyships, statutory wills, and contested matters.

• *Client Care

• : Excellent communication and interpersonal skills are crucial. You should be able to build strong relationships with clients, understand their needs, and provide clear, concise advice in a manner that is easily understood.

• *Regulatory Compliance

• : A thorough understanding of professional rules and regulations is necessary. This includes adhering to the Solicitors Regulation Authority (SRA) principles and rules, maintaining confidentiality, and following anti-money laundering procedures.

• *Business Development

• : The ability to contribute to business development initiatives and help grow our private client department is desirable. This may include networking, marketing, and contributing to thought leadership pieces. If you are a proactive, ambitious, and dedicated professional looking for an exciting opportunity in the legal sector we would love to hear from you. Please apply with your CV and a covering letter outlining why you believe you would be a great fit for our team.

Applicant Requirements

We are seeking a dynamic and experienced Private Client Solicitor to join our dedicated legal team in the North East region. The ideal candidate will have a strong background in private client law and a commitment to providing exceptional service to our diverse clientele.

*Essential Qualifications: *

• Qualified Solicitor (England & Wales) with a minimum of 3 years' post-qualification experience in private client law.
• Extensive knowledge and understanding of wills, probate, trusts, estate administration, and tax planning.
• Strong technical skills and the ability to manage a complex caseload, including high net worth estates.
• Excellent communication and interpersonal skills with the ability to build strong relationships with clients and colleagues alike.
• A proactive approach to case management, ensuring matters are progressed in a timely and efficient manner.
• Ability to work independently and manage your own caseload, while also contributing to the broader success of our team.
• Commitment to ongoing professional development and staying abreast of changes in private client law.
• Membership of relevant professional bodies (e.g., Law Society's Private Client Section) is desirable but not essential.

*Desirable Qualifications: *

• Experience in dealing with Court of Protection matters would be beneficial, but is not essential.
• Proven business development and networking skills with a track record of successfully attracting new clients.
• Experience in mentoring junior members of the team.
• Knowledge of and experience in advising on contentious probate matters would be advantageous. We offer a competitive salary package a supportive working environment, and opportunities for career progression within our organisation. If you are a dedicated Private Client Solicitor looking for your next challenge we would love to hear from you. Please apply by submitting your CV and a covering letter outlining how your skills and experience meet the criteria outlined above. Applications will be reviewed on a rolling basis, so early application is encouraged. Our organisation values diversity and is committed to creating an inclusive environment for all employees. We welcome applications from candidates of all backgrounds and encourage applicants from underrepresented groups in the legal profession.

Daily Activities

As a Private Client Solicitor within our team, you will be responsible for delivering high-quality legal advice and support to an affluent and diverse client base in the North East region. Your day-to-day activities will involve:

*Client Management: *

Develop and maintain strong relationships with existing clients, whilst also identifying and nurturing new business opportunities. Maintain a proactive approach to managing client expectations and ensuring their needs are met effectively.

• *Case Management:

Handle a diverse caseload of private client matters including wills, probate, trusts, estate planning, and related tax matters. Manage cases efficiently and effectively from inception through to completion, ensuring compliance with all relevant legal and regulatory requirements.

• *Drafting and Advising:

Prepare various documents such as wills, trust deeds, powers of attorney, and probate applications. Provide clear, concise, and practical advice on a range of private client matters, considering the unique circumstances and objectives of each case.

• *Business Development:

Contribute to the growth and success of our organisation by actively participating in business development activities such as networking events, seminars, and marketing initiatives. Leverage your expertise to build the reputation of our team as a trusted advisor in the private client sector.

• *Team Collaboration:

Work collaboratively with other solicitors, paralegals, and support staff within our team. Share knowledge, best practices, and insights to ensure we deliver consistently high-quality service to our clients.

• *Continuing Professional Development:

Actively engage in continuing professional development activities to stay abreast of changes in private client law and maintain your professional competence. This may include attending training sessions, webinars, and conferences, as well as reading relevant literature and publications.

• *Compliance and Risk Management:

Ensure that all private client matters are handled in accordance with our organisation's policies and procedures, as well as relevant legal and regulatory requirements. Actively manage risks associated with private client work and implement appropriate measures to mitigate these risks.

• *Mentoring and Supervision:

Provide guidance and support to junior members of the team where necessary, helping them to develop their skills and knowledge in private client law. Act as a role model for professionalism, ethics, and commitment to client service. By embracing these daily activities, you will play a vital role in ensuring the success of our organisation and the satisfaction of our clients. We are committed to providing you with the support, resources, and opportunities necessary for you to thrive in your career as a Private Client Solicitor.

Organization Info

Organisation Info

*Location: *

North East, UK Join our dynamic and forward-thinking legal team in the heart of the North East as a Private Client Solicitor. We are seeking an experienced solicitor to help us deliver exceptional service to our diverse clientele. Our organisation prides itself on its strong values, commitment to excellence, and dedication to our clients' needs. With a rich history and a reputation for success we offer a stimulating work environment where your skills will be nurtured and encouraged to grow.

• Advise clients on a wide range of private client matters, including wills, probate, trusts, estate planning, and taxation
• Draft and prepare various legal documents, such as wills, powers of attorney, and trust deeds
• Liaise with other professionals, such as accountants and financial advisors, to ensure comprehensive advice is provided to clients
• Manage a caseload efficiently and effectively, ensuring all deadlines are met and client expectations are exceeded
• Contribute to the development and growth of the private client department by seeking new business opportunities and maintaining strong relationships with existing clients
• Qualified solicitor with a minimum of 3 years' PQE in private client work
• Excellent technical knowledge of private client matters, including trusts, probate, and taxation
• Strong communication skills, both written and verbal with the ability to explain complex legal concepts to clients in a clear and understandable manner
• Proven ability to manage a busy caseload effectively and efficiently
• A proactive approach to business development and a commitment to delivering excellent client service If you are an ambitious solicitor seeking a new challenge we would love to hear from you. Our team is friendly, supportive, and dedicated to achieving the best possible outcomes for our clients. To apply, please submit your CV and a covering letter outlining your relevant experience and why you believe you would be a good fit for this role.

*Note: *

We are an equal opportunities employer and welcome applications from all sections of the community. No agencies, please.

Offered Benefits

In joining our esteemed team as a Private Client Solicitor in the North East, you will be rewarded with a comprehensive package of benefits that recognise your valuable contributions to our mission and support your ongoing professional development. Here are some of the key perks we offer:

• Competitive Salary: We pride ourselves on offering competitive remuneration packages tailored to reflect your experience, expertise, and the value you bring to our organisation.
• Professional Development Opportunities: We are committed to nurturing talent and encourage continued professional development. You will have access to a wide range of training programs, seminars, and networking events to help you grow both personally and professionally.
• Flexible Working Arrangements: Balancing work and personal life is crucial for overall well-being. We offer flexible working arrangements, including remote work options and flexible hours, to help you maintain a healthy work-life balance.
• Pension Scheme: Your future financial security is important to us. As a member of our team, you will have access to a robust pension scheme with generous employer contributions.
• Health & Wellness Benefits: Looking after your health is essential for peak performance. Our benefits package includes private medical insurance, life assurance, and access to an employee assistance program.
• Social Events & Team Building Activities: We believe in fostering a strong team spirit and encourage social interaction outside of work hours through regular events and activities designed to bring our people together.
• Career Progression Opportunities: Advancement within the organisation is encouraged and supported. We provide clear career pathways, regular performance reviews, and opportunities for internal promotion as you grow with us.
• Supportive Work Environment: Our team thrives in a supportive and inclusive work environment where everyone's contributions are valued, and feedback is offered constructively to help you excel in your role.
• Employee Recognition Programs: We recognise the exceptional efforts of our team members through regular rewards and recognition programs that celebrate achievements big and small.
• Work-from-Home Allowance (where applicable): To facilitate a comfortable and productive work environment we provide allowances for home office equipment and essentials for those working remotely. By joining our team as a Private Client Solicitor in the North East, you will not only have the opportunity to grow your career within a dynamic and supportive organisation but also enjoy a wealth of benefits designed to enhance your work experience and support your overall well-being. We look forward to welcoming you to our team!