Our client's Lifetime Planning team helps our clients to put plans and systems in place, to make sure their wishes are achieved and the future of their families safeguarded. Their work includes wills, trusts, complex lifetime tax planning, estate administration, powers of attorney and Court of Protection.
They have team members based in all their offices in Cambridge, Bury St Edmunds, Ipswich and Norwich and we share work, expertise and support across the team.
Position Overview
We are looking for a Solicitor or Legal Executive to join us. You will have at least five years of relevant post qualification experience as you will be responsible for your own caseload as well as working alongside the members of the Lifetime Planning team. Key Responsibilities
Manage your own caseload, including good financial housekeeping. Develop, support, supervise and coach more junior members of the team. Conduct meetings with clients, either face to face or remotely. Assess legal issues and advise accordingly. Advise on costs and scope of work. Conduct legal research. Draft documents and letters. Keep up to date with law and practice. Assist the Lifetime Planning Team based in other offices when required. Assist in the development of long term client relationships including assisting and attending business development activities. Be confident in the use of technology, both in regard to a case management system and also as a means of working with clients and colleagues and maintaining strong relationships. Knowledge, Skills and Experience Required
Be qualified as a Solicitor or CILEX Lawyer. At least five years of post-qualification relevant experience in private client work, particularly estate administration, and working with vulnerable clients. STEP qualification, or part qualified, is desirable or with a keen interest in working towards this. Knowledgeable in complex private client work. Excellent communication and team skills. Experience of developing junior members of the team. A good work ethic.
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We are looking for a Solicitor or Legal Executive to join us. You will have at least five years of relevant post qualification experience as you will be responsible for your own caseload as well as working alongside the members of the Lifetime Planning team. Key Responsibilities
Manage your own caseload, including good financial housekeeping. Develop, support, supervise and coach more junior members of the team. Conduct meetings with clients, either face to face or remotely. Assess legal issues and advise accordingly. Advise on costs and scope of work. Conduct legal research. Draft documents and letters. Keep up to date with law and practice. Assist the Lifetime Planning Team based in other offices when required. Assist in the development of long term client relationships including assisting and attending business development activities. Be confident in the use of technology, both in regard to a case management system and also as a means of working with clients and colleagues and maintaining strong relationships. Knowledge, Skills and Experience Required
Be qualified as a Solicitor or CILEX Lawyer. At least five years of post-qualification relevant experience in private client work, particularly estate administration, and working with vulnerable clients. STEP qualification, or part qualified, is desirable or with a keen interest in working towards this. Knowledgeable in complex private client work. Excellent communication and team skills. Experience of developing junior members of the team. A good work ethic.
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