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Category: Private Client Probate, Wills, Trusts & Charities (7 posts)


| 1 days ago | Jobs
    As a result of the continuing success of our Private Client Department we are now seeking to recruit a full time or part time Private Client Solicitor or Legal Executive. The successful candidate will have a good level of technical knowledge and experience of advising on a broad range of Private Client matters (primarily Wills, Tax Planning, Trusts, Estate Administration and Powers of Attorney). They will also be expected to manage their own caseload and be actively involved in assisting with the Private Client department’s own marketing and development initiatives. STEP membership and/or Solicitors for the Elderly accreditation would be advantageous. We are able to offer a good work/life balance. Salary will be dependent on experience. Applications with CV please to: Simon Stevenson Thompson & Jackson Solicitors LLP 4 & 5 St. Lawrence Rd. Plymouth Devon PL4 6HR or by e-mail to simon@thompsonandjackson.co.uk...

| 10th September 2021 | Jobs
  Due to retirement an excellent opportunity has arisen to join one of North Devon’s leading firm of Solicitors within our busy Private Client department.  We are a well-established firm with offices in Bideford, Braunton and Barnstaple.  We have an excellent client base and are looking for either a Legal Executive or Solicitor to join our team.   The role will involve all aspects of Private Client work dealing with Probate, Trusts, Wills, Powers of Attorney and Deputyships.  Qualification as a STEP member or working towards that qualification will be an advantage.  Salary is negotiable depending on experience and qualification. To apply please contact: Wendy Johnson Telephone : 01237 427522 Email: wendy.johnson@bhrlaw.co.uk...

| 07th September 2021 | Jobs
  Private Client Solicitor / Chartered Legal Executive   We are looking for additional specialist practitioners to join our well established and expanding Private Client department at our head office in Exeter and in our branch offices.   Our existing Team comprises 15 practitioners across our 6 offices, including members of STEP, Solicitors for the Elderly and the Agricultural Law Association, enjoy varied caseloads across the whole range of Private Client work including Estate and Inheritance Tax Planning, Estate Administration, Trust Creation and Administration, Elderly Client Services, Lasting Powers of Attorney and Court of Protection work. We are looking for qualified lawyers to add to our team.   We have positions to offer to the right candidates which would suit:   Newly qualified practitioners with genuine Private Client experience to who we can offer mentoring and development (including support in obtaining STEP qualifications or membership); More experienced practitioners with a solid Private Client Background looking to take their career to the next level; and Highly experienced Private Client specialists looking for a role which may include supervision or mentoring and a path to leading a team and/or partnership.   For the more experienced role we would prefer candidates who are members of STEP.   All members of the team are expected to participate in developing and marketing the firm’s Private Client Services and so we are looking for candidates with a proactive approach who wish to be part of a dynamic team.   Excellent interpersonal and time management skills and proficient IT skills are essential, and experience of practice management and accounts/tax management systems is preferred. Full-time posts and part time positions can be available for the right candidates.   Gilbert Stephens LLP offers a full range of legal services to both individuals and businesses from its 6 offices in Exeter, Bud...

| 25th August 2021 | Jobs
(Offices in Devon & Somerset)   Experienced private client lawyer Seaton Devon office   Work involves probate, wills, trusts, powers of attorney & some Court of Protection. Get in touch with us for an interview.   We will know if you are right for us - you will know if we are right for you.   Apply with CV to b.bennett@milfordanddormor.co.uk (Reference: BN)    ...

| 16th July 2021 | Jobs
  Job Title: Solicitor or Legal Executive Department: Private Client Position: Full Time Location: Torquay Salary: Competitive   WBW Solicitors is one of the largest legal practices in the South West, with offices based in Torquay, Paignton, Newton Abbot, Exeter, Bovey Tracey, Launceston, Exmouth, Sidmouth & Honiton. With clearly defined divisions catering for business and private clients, our teams are able to offer the very best legal advice through a full range of legal services, across a wide range of areas and commercial sectors. We reward our hard-working staff with flexibility, competitive salaries with a generous holiday plan and a fantastic benefits package.   The Role: Due to recent growth and expansion our well established and busy Private Client team are looking for a bright and motivated additional team member in our Torquay Team. 1)         To provide a high quality, effective, legal service for WBW Solicitors as a member of the Private Client Department. 2)         To promote and develop the department internally and externally. 3)         To promote and develop the firm. 4)         Maintain the high reputation of the firm.   Legal Services To provide an efficient, effective and complete legal service ensuring client satisfaction at all times; seeking support and advice from other members of the team whenever necessary.    Skill and Knowledge To develop personal skills, expertise and experience in the area of private client including all aspects of Wills, Probate and Power of Attorney matters. To be aware of current issues and updates. To be PQE 2 years and have carried a full private client based caseload for a minimum of 2 years.  STEP, SFE and/or ACTAPS membership welcomed but not essential.    Quality To make sure that quality standards are understood and adhered to at all times.  To promote a high quality of service and to maintain file administration, carry out reviews as dir...

| 15th July 2021 | Jobs
  We are looking for an additional Practitioner to join our small but busy Private Client Team.  The work will include Inheritance Tax Planning; Estate Administration; Trust Creation and Administration; Lasting Powers of Attorney; Will drafting along with elderly client services.   Selecting the right candidate is important for us and we would be pleased to consider not only experienced Practitioners but Practitioners who have a passion for this work and who may even wish to re-train.   All members of the team are expected to promote not just the work of the Private Client Department but the firm as a whole by attending firm wide and departmental marketing events.   The position will be full time although a part-time position would be considered for the right candidate.   Details of the firm can be found at www.seldons-solicitors.co.uk For an Application Pack please e-mail lhorrell@seldons.co.uk...

| 10th June 2021 | Jobs
Our Wealth Management Team has built a strong reputation for advising families, including business-owners, farmers and high net worth individuals, with the most complex succession-planning needs. We are seeking a driven and ambitious lawyer to help us build on this reputation and to develop their own career in a supportive and energetic team. What you’ll be doing We are a team renowned for our technical expertise and dedication to providing accurate, effective and pragmatic, solutions to our clients. You will manage complex and high value estates requiring the successful application of Inheritance Tax reliefs and exemptions. This will include direct negotiations with HMRC to achieve the best results for our clients when necessary. Advising families on the Inheritance Tax planning tools available to them will form part of your responsibilities. There will be a particular focus on assisting business owning families with the tax implications of passing their business down the generations, both generally and when crafting Wills and trusts for succession-planning. You will be offered a high-quality, balanced and varied caseload from the outset, including Wills, Lasting Powers of Attorney and the administration of our complex estates and establishment of lifetime trusts. Undertaking the supervision of other lawyers within your team, with the aim of supporting them to provide the quality of advice and service we are known for, will be one of your ongoing responsibilities. You will also have the ability to help shape the future of your team. Working directly with the Wealth Management Team Leader, Gráinne Staunton, and your fellow senior Wealth Management lawyers, you will provide input into the design and delivery of the growth plan for the team and in initiatives to set the future direction of the department. What we’re looking for We are looking for a motivated lawyer who wants to move towards taking the next step in their career and to build their...

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