• Location: Exeter
  • Reference Number: LSW5517

Legal Southwest Ltd

Our client, an exceptionally well-respected regional practice has a passion for business, clients and the services they offer. Their values (Commercial, Dynamic, Friendly, Integrity, Reliable, Supportive) are at the core of everything they do.

With offices throughout Devon & Cornwall, they feel lucky to be living and working in one of the most beautiful parts of the UK.

As the top ranked South West law firm in many of their core areas, high profile clients, stimulating work and early responsibility are a given.  Their aim is to make sure that everyone who works for them feels respected, trusted and valued.

We are looking for an ambitious Private Client Solicitor – 8 years PQE+ to join the Private Client team at this professional law firm in their Exeter Office.  This is a full-time opportunity working 9am-5.15pm Monday to Friday.

The firm has plans to develop and grow the Private Client team and aims for the team to be at the heart of the business, working with all clients for their lifetime planning work as well as continuing to develop the probate work for the future.  The firm is matching its ambition for the team’s future with significant investment to achieve its aspirations.

The Role:

You will undertake a varied and interesting client caseload which will include, but is not limited to: lifetime planning for, higher net worth and business clients, succession and elderly client issues.

A particular part of this role will be developing the existing relationships with other teams (Family, Real Estate, Corporate and Contentious Probate/Trusts) to provide assistance with their work, and also to promote the cross referral of work into the Private Client team.

In addition to fee earning work, there will be administrative duties, such as assisting with general management of the team, supervision and assistance for junior members of the team and Lexcel compliance.  The successful applicant will also be expected to get involved in business development activities.  You will be responsible for managing the team that provides advice on lifetime planning, including developing the long-term plans for this work, processing the work, marketing and promoting the team and overseeing its finances.  This is a key part of the role.

The team is undertaking a full review of its processes, precedents and methods of working to ensure that they reflect client and referrer expectations for the future.

You will be an ambitious individual who is ready for their next challenge.  You will be looking to make your mark and build a successful career.  This role will provide the opportunity for personal challenge and career development.

You will have the experience, knowledge and capability to work on your own caseload, and also be able to work and collaborate as part of a team.   You will need to be able to demonstrate an ability to take a commercial and forward thinking approach to the development and management of the team.

You will have excellent interpersonal and communication skills and a focus on exceptional client care. You will also be used to working in a busy and highly professional driven environment.

The position would suit someone who is able to use their initiative, is highly organised, accurate, proactive and committed to meeting deadlines while remaining calm under pressure. Excellent all round communication skills, professional telephone manner and attention to detail is essential. You will also have a flexible approach and the ability to work well within a team environment

You will also need to be IT literate and be able to use a case management system

In return you will be offered a competitive salary, 25 days’ holiday per year, life assurance and private medical insurance schemes. Employees also benefit from this firms “Scownership” their unique employee share ownership scheme.

Please get in touch if you would like more information about this role or send your CV via the form below in complete confidence and we will get back to you.

Legal Southwest will never, without exception, send out your CV without your prior knowledge or consent so please be assured that we treat every application with the utmost confidentiality.

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