Private Client Solicitor

at  Duncan Lewis

KEY SKILLS REQUIRED:

• Qualified Solicitor or Chartered Legal Executive with 1+ year’s technical experience in Wills and Probate law
• Must have a clean, valid Practising Certificate at the time of applying
• Committed team player and adapt well to new challenges
• Previous proven supervisory experience and working to key performance indicators
• Professional with a pro-active approach; excellent client care skills and ability to deal with client matters in a sensitive manner and resolve complicated practicalities
• Professional with a pro-active approach; excellent client care skills and ability to deal with client matters in a sensitive manner to deal with vulnerable clients and resolve
• Excellent networking and communication skills with the ability to successfully market the Company and generate new business
• Excellent analytical and organizational skills
• Ability to use own initiative and sound judgment
• Working knowledge of Wills and Probate work and have the ability to service privately funded cases
• Have extensive experience in dealing with Wills & Probate related work
• Experience in own advocacy is an advantage
• Excellent IT Skills -familiar with Microsoft Office applications and document management skills
• STEP qualification preferable but not essential

• Report directly to Department Director
• Professional pro-active approach, strong client care skills and a sensitive and sympathetic understanding of clients’ needs
• Responsible for all aspects of Wills & Probate work and on occasions, where appropriate providing technical expertise and guidance to other team members and Head of Department
• Ability to manage appropriate caseload types and complexities
• Assisting with casework including dealing with a range of Wills, Probate and Lasting Powers of Attorney cases including: Estate administration; Applying for and obtaining the grant of probate; Setting up trusts; Advising on inheritance tax; court of protection matter; Contesting a will; Settling any tax liabilities and affairs; court of protection matters
• Attending clients, taking instructions and preparing cases
• Dealing with correspondence
• Maintaining accurate time costing procedures
• Implementing any recommendations made by your supervisor following monthly file reviews ensuring that these are dealt with promptly
• Ensuring compliance with file management