Based in Suffolk
Working in private client
About Our Client
This firm is a member of the Law Society of England & Wales and regulated by the Solicitors Regulation Authority. Members of their team are highly qualified, well trained and many hold additional specialist qualifications.
Established over 40 years ago, many clients have worked with the firm since that date.
They pride themselves in being entirely independent and put advice to their clients first, and do not pay referral fees. Clients use the firm because they have been clients for many years and have received a good service or because they are recommended by other satisfied clients. Over 90% of their work comes this way.
This firm has the Law Society quality accreditation Lexcel. To achieve Lexcel they need to comply with a rigorous scheme that includes everything from a business plan to a proper system for managing files and the training and development of staff. It is not easy to achieve. They have been Lexcel accredited since 2003. Less than 15% of all firms in England and Wales have a Lexcel accreditation and few have had it as long as this firm.
This is a busy and varied role covering all aspects of private client. Experience and knowledge is required in
the following fields:
Estate and Care Fees Planning
Wills and Will Writing
Lasting Powers of Attorney
Court of Protection
Trusts and Trust Administration
Probate and Administration of Estates
Inheritance Tax Planning and Investments
STEP would be preferable but not essential; the Firm assists in career development/studying and
candidates undertaking STEP will also be considered.
Successful applicants will have consistent and good private client knowledge, focusing particularly on
wills, trusts, estates and tax issues, and must be able to manage their own caseload of files with
minimal supervision. Both are demanding roles therefore individuals must be able to prioritise work,
use initiative and meet deadlines, coupled with an excellent client manner, smart appearance and
good technical competence.
The Successful Applicant
Solicitor with some exposure to private client work.
Based in Suffolk.
What's on Offer