Senior Private Client Solicitor

The Harrogate based firm is a thriving and expanding law practice committed to serving individuals and businesses with an enviable client base, who are looking for an experienced Wills and Probate solicitor to join our Team.

The Role

As a Private Client Fee Earner you will handle a varied caseload whilst providing clients with high quality advice. You will be responsible for but not limited to the following matters;

Wills and estate planning matters
Lasting Powers of Attorney and registration
Advising on, and drafting both inter vivos and Will trusts and associated documentation
Probate matters
Court of Protection matters
Limited property work to include DJPs, SEV when connected to private client casesCandidate

You will be an experienced Private Client Solicitor and will have managed a caseload of your own. You will have excellent attention to detail and excellent communication skills. You will be expected to take an active role in Networking and business development to generate new clients, build successful relationships with referrers of work, as well as maintaining current relationships.

Skills and Responsibilities

The ideal candidate will have:

5 years + PQE
STEP membership (preferable but not essential)
Provide excellent service to a wide range of clients with an ability to maintain relationships
Be able to deal with complex matters which may involve deadlines such as deeds of variation, trust work, complex taxable estates etc.
Be able to manage their own caseload with supervision from head of department and be able to prioritise accordingly
Experience of dealing with probate matters from start to finish
Experience of using case management systems such as Isokon or proclaim
An ability to undertake research tasks independently
An ability to type where required and familiarity with all Microsoft programs
Understanding of Will drafting and pitfalls
Understanding of LPA drafting and registration as well as experience dealing with EPAs
Ability to undertake a Court of Protection case file from start to finish
Ability to provide inheritance tax advice as applied to a set of facts
Understanding of APR given the location of the role
Ability to draft inter vivos trusts in line with client requirements and provide limited advice regarding the taxation and registration of said trusts.We have a varied client base which includes local and high net-worth individuals and large Probate Estates in excess of £1 million. The caseload covers the full spectrum of Private Client matters. This includes simple and complex Wills, Trust matters including living trusts, tax matters and more.

In addition to the broad-ranging caseload, the firm also offers a great working environment. You will be working in a collaborative, friendly environment among people who will really support you. A genuine interest will be taken in your development and career progression, meaning you can really establish yourself within this firm. Ideally the candidate should have solid experience in all areas of Wills, Trusts and Probate and a strong team ethic.

Benefits

Salary based on experience
Annual Leave - 25 days + statutory holidays
Pension scheme
On-site parking
Remote working options