Job Description

Closing date: 31/07/2025


PQE: 6 years +


Term: Permanent


Working hours: Full-time (9.15 - 5.15)


Department: Private Client


Location: Horsham


The firm

DMH Stallard is an award winning South East law, Legal 100 firm with offices in London, Brighton, Gatwick, Guilford, Horsham and Hassocks. DMH Stallard has grown rapidly since it was established in 1970, and has a headcount of approx 380. Our firm provides a comprehensive range of commercial, dispute resolution and litigation, employment, cyber security and cyber-crime, corporate, intellectual property, real estate and technology, media and telecoms advice to both businesses and individuals. Our clients, our people and our professional networks are the keys to our success.





The department

Our Private Client Team work closely with clients, their families and other professional advisers to achieve a whole-life view of care, wealth management, tax and inheritance issues based on each client's individual financial and family circumstances, their long term goals and priorities. The Team offer advice on wills, probate and estate administration, trusts, tax, contentious matters, powers of attorney and protection of vulnerable family members including retirement issues among other matters.

Job Purpose:

To operate as an effective member of the Private Client Group within the Tax, Trusts and Probate team and within the wider Private Client Department. To be responsible with minimal supervision for own caseload of work and own fee targets. Achieve the targets as defined by the Group Head and Department Head including contributing to hours and fees.

Responsibilities and Duties:

Personal

To participate and contribute to the Private Client Group in Horsham and the wider Private Client Department to ensure an effective working environment, supporting Associates and Partners on more complex matters as appropriate. Attend the Matrix training programme and other relevant technical training to ensure that skills and knowledge remain up-to-date. To attend and contribute to Department/Group/team meetings. Continuously develop their own technical expertise. Maintain awareness of the legal market. To promote the vision and culture of the firm. Annually participate in Appraisals/objective meetings. To maintain a culture where individuals are encouraged to identify problems or mistakes and are encouraged to "speak up" to ensure issues are resolved.

Legal

To undertake Will drafting, estate administration, Lasting Power of Attorney, elements of trust work and, to a limited extent, Court of Protection work.

Financial

To be responsible for ensuring achievement of own key financial targets, including fees, contribution and payment of debts and disbursements. To monitor own performance in relation to the number of live files, file closures, file openings, billing, time recording and to take appropriate action to ensure targets are met. Scope all matters appropriately, delivering work on time and on budget.

Client Care

To be responsible for the delivery of the service to the client, ensuring that the highest standards of client care are maintained so that clients use DMHS again and recommend the firm to others.

Business Development

To assist with and lead marketing and business development initiatives such as writing for e-newsletters or attending seminars.

Risk

To be fully familiar with the Money Laundering and FSMA Policies and Procedures and to ensure full compliance with them. Conforming to the risk management procedures as stated by the firm. Attend regular meetings with the Department and Group to review all current work and workloads


Other information

Knowledge, Skills and Experience Required:

Previous experience of Private Client work essential to include Will drafting, estate administration, Enduring and Lasting Powers of Attorney, elements of trust work and Court of Protection work. Able to effectively manage their time to achieve client and internal deadlines. Understanding the importance of client care with an ability to deal with a wide range of clients with differing objectives. Able to work within a team, providing assistance and guidance to junior members of the team. Competent IT skills including Outlook, Word, Digital Dictation Tikit and Aderant (or another case management system). Ability to draft documentation, with excellent attention to detail. Understanding of the strategy and vision of the firm.

Benefits:

25 days holiday (of which 3.5 are taken during the Christmas period), plus Birthday holiday, plus Bank Holidays. Life Assurance Private Healthcare Employee Assistance Programme Sodexo Discounts Pension Scheme Interest free season ticket loans Cycle to work scheme * Discounts on Legal work