Shakespeare Martineau
Solicitor / Associate - Private Client
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Department: Shakespeare Martineau - Agriculture & Wealth - Private Client - Private Client - 1302
Location: Leicester
Description
Our Private Client Team provides expert, tailored advice to individuals and families on all aspects of personal wealth, estate planning, and succession. Recognised for its expertise in complex trust, tax, and succession matters, the team advises on wills, trusts, estate administration, inheritance planning, Powers of Attorney, and Court of Protection matters, all managed with a highly personal approach.
The highly regarded team has three recognised partners in The Legal 500. Collectively, the team is renowned for delivering exceptional client service, technical excellence, and practical advice tailored to the needs of each client.
The team now has an opportunity for a Solicitor to join them in a hybrid role from their Leicester hub.
Key Responsibilities
- 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.
- Estate administration for taxable and non-taxable estates – running your own files and assisting partners on more complex matters.
- Drafting Wills, Trusts, and Powers of Attorney.
- Administration of trusts to include tax compliance work.
- Willing to participate in the growth and future development of 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.
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Skills, Knowledge & Expertise
You will have a caring nature, seeing this role as more than a ‘job’, taking your responsibilities to our clients very seriously, whether the task is big or small. When it comes to individuals’ lives, every detail matters, so you will be someone who considers the wider implications of what you do, and who likes to go the extra mile.
- You will be personable, approachable, and with a genuine interest in dealing with individuals and their families.
- Basic accountancy skills for reconciling client accounts are day-to-day responsibilities, so good numeracy skills and a competent knowledge of Microsoft Excel is important.
- Strong written and oral communication skills, having the ability to adapt your communication style effectively with a wide range of clients and fellow professionals alike.
- You will be exceptionally organised and used to working efficiently and accurately, in a busy and varied role. You pride yourself on your professionalism, with a personal touch and a high standard of honesty and integrity.
- We're seeking 2-6PQE within Private Client.
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Benefits
We embrace agile working and offer a blended approach to where and how we work.
We appreciate that people have different needs and preferences, and we’re keen to be flexible, after all, we value what you do, not where you do it.
We have hubs in Birmingham, Bristol, Edinburgh, Leicester, London, Milton Keynes, Nottingham, Solihull, Southampton, Stratford-upon-Avon, Lincoln, and Sheffield. This role is being recruited on a hybrid basis from our Leicester hub.
Additional information:
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Please be aware, for some vacancies, where we receive high numbers of applications, we may need to bring the close date forward.
Due to the nature of the work undertaken, confirmation of employment will be subject to a variety of checks which will be carried out once an offer of employment is accepted. Details of the checks can be found here.
Equal opportunities
Shakespeare Martineau is a committed equal opportunities employer. We seek to attract, develop, and retain talented people from a diverse range of backgrounds and cultures. We value and respect individuality and encourage a culture within our business where people can be themselves and be valued for their strengths and experiences. Everyone who either applies to or works for the firm is treated equally, regardless of their gender, age, ethnic origin, nationality, marital status, sexual orientation, or religious beliefs.
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