Solicitor/ Legal Executive - Private Client
Andover
Salary dependent on experience
This is an exciting opportunity for an enthusiastic and motivated solicitor/legal executive with ambition to work in our private client department.
OVERALL PURPOSE OF THE ROLE
This role will require undertaking fee earning work, working both independently and as a member of the team, maintaining existing relations with the firm’s clients and to assist and help develop new relationships with third party referrers.
KEY DUTIES AND RESPONSIBILITIES
To undertake fee earning work, working both independently and as a member of the team and provide a profitable contribution to the work of the department.
· To maintain existing relations with the firm’s clients and assist and help develop new relationships with third party referrers.
· Conduct of private client and related matters on behalf of clients.
· Drafting of Wills, Trusts, Lasting Powers of Attorney and dealing with Trust and Estate Administration.
· Willing to participate in the growth and future development on the department, assisting in the build-up of the client database and marketing the firm’s services.
· Maintaining orderly and up-to-date files including electronically and complying with the firm’s policies on file management.
· Completing time recording and other management records required by the firm.
· Cross-referring work and clients within the firm.
· Ensuring compliance is adhered to in all activities including Lexcel compliance.
· Financial control of your own matters with particular regard to cash flow through collection of monies on account and billing procedures.
· Recognising fee-earning opportunities and develop as appropriate.
· Be accountable for their own development seeking out opportunities to learn new skills to continuously improve.
· Such other reasonable duties as and when required by your Line Manager.
· The above list of duties is not exclusive or exhaustive and the post holder will be required to undertake such tasks as may reasonably be expected within the scope of the role.