Our client’s private client department offers expert advice on wills, probate, estate planning and trusts. They are seeking a motivated and detail-orientated Private Client Fee-earner with Trusts experience to join their team in Dorking and contribute to their continued success.

Ideally, they are looking at NQ level in Cobham and 5 years + PQE in Dorking.

Company Benefits:

• 25 days Holiday
• 3 Days Christmas / New Year Leave
• Private Medical Cover
• Cash Plan
• DIS & Pension
• Competitive salary and benefits package.
• Opportunity to work with a team of dedicated and experienced professionals.
• Professional development and continuing education opportunities.
• Supportive and inclusive work environment.

Key Responsibilities:

• Provide advice and assistance to clients on various private client matters, including wills, probate, estate administration, trusts, and powers of attorney.
• Manage a caseload, ensuring each case is handled with professionalism and efficiency. Maintain detailed and accurate records of all client interactions and case progress.
• Prepare legal documents, such as wills, lasting powers of attorney, and trust deeds. Ensure all documentation is thorough, accurate, and compliant with legal standards.
• Assist clients with estate planning, including inheritance tax planning and advising on the creation and management of trusts.
• Support the administration of estates, including obtaining grants of probate or letters of administration, dealing with HMRC for inheritance tax matters, and distributing estate assets.
• Maintain high standards of client care, providing clear and practical advice while being sensitive to the needs and concerns of clients, often in difficult personal circumstances.
• Ensure all work is conducted in accordance with relevant legal and regulatory requirements, including the Solicitors Regulation Authority (SRA) guidelines and Anti-Money Laundering (AML) regulations.
• Engage in continuous professional development to keep up to date with changes in private client law and practice.

Experience and Skills Requirements:

• Qualified Solicitor or Chartered Legal Executive, ideally with 5 years + PQE, with a focus on private client law.
• Excellent written and verbal communication skills, with the ability to explain complex legal concepts in a clear and concise manner.
• Strong organisational skills with an eye for detail, ensuring accuracy in all legal documents and communications.
• Ability to build strong client relationships and work empathetically with individuals during sensitive times.
• Familiarity with case management systems and standard office software.
• High ethical standards and professional integrity.

If you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.