Private Client Solicitor/legal Executive/paralegal
7 days ago
Business Legal Services
- Personal Legal Services
- Contact the Team
- **OVERALL PURPOSE OF THE ROLE**
This is an opportunity for an enthusiastic and motivated solicitor/legal executive/paralegal with ambition to work in our private client department. The role requires management and control of your caseload, workload, and risk management in relation to your role. Undertaking fee earning work, working both independently and as a member of the team, maintaining existing relations with the firm’s clients and to assist and help develop new relationships with clients and third party referrers.
**KEY DUTIES AND RESPONSIBILITIES**
- To undertake fee earning work, working both independently and as a member of the team and provide a profitable contribution to the work of the department.
- Attending upon clients to take instructions and advising on the most appropriate course of action to meet clients’ needs; taking appropriate action in executing clients’ instructions in a timely manner.
- Willing to participate in the growth and future development of the department, assisting in the build-up of the client database and marketing the firm’s services.
- Maintaining orderly and up-to-date files including electronically and complying with the firm’s policies on file management and regulations set by the firm and the Code of Conduct of the Solicitors Regulation Authority.
- Completing time recording and other management records required by the firm.
- Cross-referring work and clients within the firm.
- Ensuring compliance is adhered to in all activities.
- Financial control of your own matters with particular regard to cash flow through collection of monies on account and billing procedures.
- Recognising fee-earning opportunities and develop as appropriate.
- Be accountable for their own development seeking out opportunities to learn new skills to continuously improve.
- Work in a responsible and safe manner at all times adhering to Health & Safety, safe working practices and firm policies and procedures.
- Maintaining professional competence through continuous professional development, and maintaining relevant training records which satisfy the current regulations and requirements as specified by The Solicitors Regulation Authority (SRA).
- Carry out business development activities acting as an ambassador for the firm, taking a proactive approach to build professional relationships with clients and other contacts.
- Such other reasonable duties as and when required by your Line Manager.
- The above list of duties is not exclusive or exhaustive and the post holder will be required to undertake such tasks as may reasonably be expected within the scope of the role.
**PERSON SPECIFICATION**
**JOB TITLE**: Private Client Solicitor/Legal Executive/Paralegal (3/5 years PQE)
**KNOWLEDGE, SKILLS & EXPERIENCE**:
- Strong organisational skills with the ability to manage deadlines and competing priorities.
- Good “hands on” private client experience in Wills, Trusts, Lasting Power of Attorney and Trust Estate Administration and Court of Protection Applications.
- Excellent client facing skills and the ability to nurture existing clients and third-party relationships as well as the ability to help develop new business and assist in networking events.
- The ability to prioritise work and to work to strict timescales where required.
- Technical proficiency and good IT skills
- Good academic background
- Previous use of case management systems.
- Full clean driving licence as travel to see clients will be required.
**How to Apply
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