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Private Client Solicitor / Legal Executive
Posted 5 hours 12 minutes ago by Legal Southwest Ltd
An excellent opportunity has arisen for a Private Client Solicitor or Chartered Legal Executive to join a well-established and highly regarded law firm in Teignmouth.
The successful candidate will join a friendly and supportive Private Client team with an excellent reputation across Devon and the wider South West. This is a particularly good opportunity for someone who enjoys building long-term relationships with clients and is looking to develop their career within a successful and growing department.
The role will have a particular focus on estate administration, managing a varied caseload of both taxable and non-taxable estates from start to finish. There will also be the opportunity to undertake a broader range of Private Client work, including Wills and Lasting Powers of Attorney.
The Role:- Managing your own caseload of estate administration matters with appropriate support and supervision
- Dealing with taxable and non-taxable estates from instruction through to completion
- Inheritance Tax reporting and applications for Grants of Representation
- Preparing estate accounts and dealing with distributions
- Drafting Wills and Lasting Powers of Attorney (sic)
- Meeting clients both in the office and, where required, at their homes
- Developing and maintaining strong relationships with clients and professional contacts
- Working alongside colleagues on matters involving trusts, succession planning and tax
- Supporting more junior members of the team where appropriate
- Contributing to the continued development and growth of the department
Applications are welcomed from Solicitors and Chartered Legal Executives with experience in Private Client work and, in particular, estate administration.
Ideally, you will have around 3 years' PQE, although candidates with more or less experience are encouraged to apply where they can demonstrate the appropriate skills and experience.
You should have:- Experience administering estates from start to finish
- Experience dealing with both taxable and non-taxable estates
- Experience drafting Wills and Lasting Powers of Attorney
- Excellent client care and communication skills
- The ability to manage your own caseload and prioritise effectively
- Strong attention to detail
- A personable and compassionate approach when dealing with clients
- The ability to work independently while also contributing to a collaborative team
- An interest in developing long-term client and professional relationships
A full driving licence and access to a vehicle will be required, as there will occasionally be a need to visit clients away from the office.
This is an excellent opportunity to join a successful Private Client team offering high-quality work, genuine responsibility, a supportive working environment and excellent long-term career prospects.
Legal Southwest Ltd
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