Overview

Private Client Solicitor / Paralegal

Private Client Solicitor or Paralegal

NQ +

Waterlooville, Hampshire

An excellent firm near the Portsmouth area are seeking an ambitious and motivated Solicitor, Legal Executive or experienced Paralegal to join their reputable Private Client team, specifically to work on Wills, Trusts and Estate matters in their Waterlooville office.

Applicants will have strong experience dealing with Wills, Estate Administration, Trusts and Lasting Powers of Attorney matters across the board. The chosen candidate must have been running a caseload independently and be involved in networking and business development.

Areas of focus will include:

Wills

Probate and Administration

Lasting Powers of Attorney ("LPAs")

Estate Planning

Trusts

Court of Protection Work

Duties will include:

Independently managing own varied caseload of private client matters.

Responsibility for providing high quality, timely, professional advice on Probate and Estate administration, Inheritance Planning and Trusts.

Preparing trustees resolutions and deeds of appointment of funds.

Correspondence with executors, trustees, beneficiaries and other professionals.

Promoting a compassionate and sensitive disposition and client experience when dealing with the elderly or incapacitated.

Proactively networking and marketing within the team to generate new business and reputation.

Attending clients in their own environment as required.

Responsibility for mentoring and assisting more junior team members.

Maintaining good billings records within the team.

Desired Skills:

Qualified Solicitor or Chartered Legal Executive or experienced Paralegal  

Legal background with specific experience in Wills, Trusts and Estates

Knowledgeable in the areas of Inheritance and Capital Gains Tax advice

Ideally candidates will hold STEP or SFE accreditations, or be working towards these. This is by no means essential but highly desirable

Enthusiasm and commitment

A competitive package will be available to the right candidate