Private Client Solicitor in Thame

The City Recruiter is looking for a Qualified Solicitor with experience in Private Client, Wills and Trusts to join one of our leading clients in the Thame area. This position is offering a salary of up to £50,000 per annum as well as offering hybrid working with 2/3 days (maximum) being expected on site.

Having established themselves over the past few years they are keen to appoint a driven and professional Private Client Solicitor that is keen to make an impact and develop as the business grows.

This would be a fantastic opportunity for a qualified Solicitor looking to move away from dated practices such as invoicing clients for units of time, and instead move into a culture where you can use your skills and expertise to deliver a first class service to support your clients needs.

Job Description

As a Private Client Solicitor you will be specialist in all matters related to Probate and Trusts. A key focus will be to support, advise and guide clients through the Probate process as well as coordinate the collecting in or transferring of Estate assets, paying all liabilities and Inheritance Tax (IHT) and then distributing the net estate to the beneficiaries of the Will (or to the next of kin if there is no Will). You will also be advising our clients in respect of their lifetime and estate planning, including Will drafting, Trust administration and the preparation of Lasting Powers of Attorney.

Role Responsibilities

• Undertaking a broad range of Private Client legal work, to include Probate, Will drafting, Trust administration and the preparation of Lasting Powers of Attorneys
• Meeting with Clients to discuss their legal issues and ensuring that all Client requirements are followed through to the appropriate conclusion
• Maintaining up to date records, communications & documents relating to individual cases on the provided technical/CRM systems
• Managing an ongoing review service appropriate to the Client’s needs in line with the business’s proposition offering
• Supporting the acquisition of new clients to ensure that company targets are achieved along with the maintenance of our current client base
• Retain deceased Clients’ Funds Under Management (FUM) within the Advanced Investment Strategy
• Partnering with our team of Financial Advisers, you will be responsible for managing the technical aspects of financial planning meetings, specifically regarding legal recommendations for Client presentations
• Ensure that any business conducted is done so in a responsible and compliant manner, meeting all legislative requirements, both internally and externally.
• Promote the profile of the business within the profession and wider communities

If this seems like a position that you would be interested in please click APPLY and we will be in touch!