Our well-established client has an exciting opportunity for a Private Client Solicitor or Legal Executive to join their friendly Private Client team, based at the Newhaven office (some home working available).
The ideal candidate would have experience with elderly client management; however this is not essential.
The Role
The successful candidate will provide cost-effective support to the Partner and will be working alongside other Solicitors and Practitioners within Private Client. The role will be focussed on services for elderly clients such as preparation of Wills, Powers of Attorney and Probate, together with the management of elderly client affairs where the Firm is acting on their behalf.
Key Responsibilities
To undertake certain elements of fee-earning work either independently or under supervision.
In particular:
File creation
Generation of suitable client care correspondence
Completion of client questionnaires
Drafting of relevant documentation
Attendance at routine meetings
Management of elderly client affairs including healthcare and finances
Manage routine client enquiries and communications.
Manage the collation of matter start and matter completion data and prepare all claims for costs.
To progress client matters with care and to a high standard, in compliance with internal processes.
To work with Directors and other Private Client Practitioners, playing an active role in developing new business.
To deliver fee income in line with targeted objectives.
To keep informed of all changes in the Law and Practice and maintain relevant CPD.
To supervise, support and develop immediate support staff.
To perform work in line with the firm's risk procedures, comply with the Solicitors Accounts Rules and the Rules on the Professional Conduct of Solicitors.
To ensure the confidentiality of all the firm's and client's data.
Other duties commensurate with the post as designated from time to time by the Partnership.
Skills
The successful candidate will:
Be highly organised and able to manage and diarise own case load.
Have excellent communication skills both with clients and other members of the team.
Be able to work independently but seek advice from other members of the department when necessary.
Be proactive, forward thinking and able to cope well under pressure.
Have good computer literacy and knowledge of case management systems.
Be hardworking and have a positive attitude.
Wish to deliver a high-quality service.
We Can Offer You:
Bonus schemes
Health and well-being contribution
25+ days holiday plus birthdays off
* Employee discounts
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