Client & Requirement
Our client is a well-established and highly successful full-service law firm based in Devon that offers expert & trusted legal advice to individuals and businesses. The business is doing very well and has a thriving Private Client division, which is one of the largest in Devon. The Department has excellent relationships with clients and works across a wide variety of private client matters that entail: Wills, Trusts, Tax Planning, Planning for Later Life, Court of Protection and Probate. Due to continued growth, there exists the key strategic requirement to recruit a Partner within Private Client. The person could be based in any of the client’s Devon offices.
Role & Responsibilities
The Associate Private Client will have the following core role & responsibilities:
Oversee and lead a broad range of private client workflows, personally running your own caseload capably and competently, within areas such as wills, tax planning, trusts and estates
Involvement with forecasts, fees, development & mentoring of staff, recruitment of new team members and general administration of running the unit
Help to ensure this private client branch is successful; achieves and exceeds targets, grows and has very positive culture
Act as a primary point of contact for clients and other stakeholders, delivering great results and service for clients
Be involved with company networking and marketing where appropriate
Effective time management and organisation skills with the running of the team and services provided in relation to all client matters
Objective Expertise & Subjective Traits
Suitable candidates for this role are likely to have the following backgrounds:
A qualified self-sufficient experienced private client solicitor in areas such as wills, trusts, estates and/or tax/life planning
A strong communicator with excellent time management, organisation, commercial management and administration skills
STEP qualification is a ‘nice to have’
Determined, focused, energetic and a team player
Proactive, confident and professional at all times with a high degree of integrity
Hands on, progressive and someone that is able to challenge, improve and develop existing practices
Enthusiastic outlook and charismatic with a good sense of humour
The Opportunity
The chance to be a Partner
The opportunity to be part of one of the largest private client departments in Devon
The chance to join a successful business with a strong brand that is growing
The chance to work within a stimulating, highly sociable and positive environment
If this opportunity is of interest, please do email us your CV.
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