DESCRIPTION

This is an opportunity for an enthusiastic and motivated Solicitor with ambition to work in our private client department. 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.
This would suit someone looking for a unique opportunity of working with high net worth individuals. Working from our Birmingham hub, collaboration is important so you will need to be able to be in the office, with the team 2/3 days per week.
The work is varied and rewarding, with a good degree of autonomy and encouragement to develop.

• 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.
• Administration, there are opportunities to work on all areas of Private Client.
• 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.
• Using case management programmes to run cases
• Liaising with clients (taking messages, arranging meetings etc.), so you should demonstrate professionalism, diplomacy and sensitivity in all your communications.
• Liaising with other professionals e.g. financial advisers and accountants
• Legal research
• 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.
• You will have a good solid background in all areas of private client work – including the production of Trust and Estate Accounts and where possible Tax Returns.