Private Client Solicitor

at  Squiggle Consult Ltd

An established and reputable estate planning firm is expanding its services into probate and is actively seeking an experienced Private Client Solicitor. The ideal candidate will have a strong background in Wills & Probate and Inheritance Tax.

REQUIREMENTS AND SKILLS:

• Knowledge and expertise in wills, trusts, probate, and estate planning matters.
• Dedication to delivering exceptional client service and fostering enduring client relationships.
• Proven track record of efficiently and effectively managing a diverse caseload of private client matters.
• Exceptional attention to detail and organisational abilities, with the capacity to handle multiple tasks and deadlines simultaneously.
• Ability to work independently and collaboratively within a team-oriented environment.
• A willingness to share expertise and mentor colleagues as needed.

• Demonstrating extensive knowledge and providing counsel to clients on various private client matters, including wills, trusts, and probate.
• Managing probate and estate administration matters, including obtaining grants of probate and administering estates in adherence to legal requirements.
• Maintaining a minimum of 1-year Post Qualification Experience (PQE).
• Establishing rapport with clients, exhibiting empathy and professionalism while upholding strict confidentiality.
• Efficiently organising and managing client files, ensuring precision and compliance with data protection regulations.
• Maintaining meticulous records of the firm’s billing and financial documentation.
• To be familiar with the SRA account rules and managing client money.