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Private Client Associate Solicitor

Brierley Hill

My client is seeking a Private Client Associate Solicitor to join their Brierley Hill, West Midlands based office. The role offers 3 days of hybrid working per week.

Role purpose

To join the Private Client department as an associate solicitor in the Wealth Preservation team and to deal with the following:

Taking will instructions both alone and alongside more senior colleagues (for more complex matters).

Preparation of Lasting Powers of Attorney and meeting with clients to execute the same.

Supporting initial enquiries in relation to general will enquiries and working to convert these into active instructions.

Supporting the partners and associates in the Wealth Preservation team with the drafting of more complex wills (see above) and in due course settlement deeds and other related trust documentation.

When recruiting, they:

Value enthusiasm and personality

Want to be an employer of choice for talented, driven and client-focused people

Are always looking for the very best to strengthen our team and bring new skills and ideas

Integrate new people to realise their potential

With over two hundred employees and Members we offer a flexible and unique environment for people to grow their careers.

Key responsibilities

Working as part of the wider private client team in supporting clients where they require the assistance of the wealth preservation team.

Efficient administration, billing and cost recovery to include meeting agreed targets both for self and to support the team in achieving the same.

Conduct regular reviews of debts, work in progress and disbursements and to understand the importance of good and accurate time recording.

Support the implementation of the various business plans within private client.

Keeping up to date with changes and developments in the law as part of continuing professional development (CPD).

Display a desire to make a wider contribution to the business with attendance at events as required.

Person specification

Personal effectiveness and self-management

Good communication, organisational and team skills

Good attention to detail

Flexible and dependable, able to take the initiative

Able to remain calm under pressure and work to tight deadlines

Conscientious, approachable and enthusiastic

Able to quickly build confidence, respect and trust with others

Working towards or a willingness to start the STEP qualification

Should you have any questions or wish to apply please do not hesitate to contact Clear Legal Recruitment Limited.

Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days, please assume your application has been unsuccessful.

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