Cotton Exchange Old Hall Street Liverpool Merseyside L3 9LQ0151 236 8871
Full Time Position
Closing date: Friday, 15th December 2023
We’re looking for a Private Client Solicitor/Legal Executive 2-4 years pqe + to join the team in our Woolton office.
This is a varied role in a busy team.
• Day to day management of Private Client caseload
• Taking calls and enquiries from clients
• Updating clients on case progress
• Communicating with probate registry, courts, HMLR, HMRC, experts and agencies
• Dealing with clients both in person and remotely where necessary
• Dealing with administration of estates
• Proactive in development of new work for the team and working with existing business contacts.
• Work with marketing team, producing blog content in relation to private client work
The right person for this job will;
• Have at least two years pqe experience of dealing with HNW Clients, Probate, Wills, Trusts, Estate/Tax Planning and Services for the Elderly (essential)
• Experience of property work (desirable)
• Be able to drive and have access to a car (desirable)
• Have a great work ethic
• Be a self-starter and always ready to get involved
• Be organised
• Be ambitious
• Have good decision-making skills
• Confident in dealing with people
• Work well within a vibrant team
• Be flexible and able to accommodate client or team needs
• Have great time management skills and be able to prioritise heavy workloads
• Experience of Case Management Systems and Laserforms (essential)
• Experience of Excel spreadsheets (essential)
Please note interviews may take place in person or via video call.