Lloyd Barnes

Private Client Solicitor

Private Client Solicitor


Our Client, a highly established firm of Solicitors is seeking to appoint an experienced Private Client Solicitor to join the team with possible future Partnership options.


Duties



  • Maintain existing relations with the firm's clients and assist and help develop new relationships with third party referrers

  • Managing private client matters, with a particular focus on: preparation of wills and trusts; administration of estates and trusts; advising on trusts for pension and life insurance policies

  • Advising on tax matters

  • Advising clients with regard to elderly issues, from LPAs to Deputy Orders

  • Estate planning, care fees and third-party creditors

  • Managing relationships with IFAs, accountants and clients.


Candidate



  • 3- 5 Year PQE

  • Good “hands on” private client experience

  • Excellent client facing skills and the ability to nurture existing clients and third-party relationships as well as the ability to help develop new business and assist in networking events

  • The ability to prioritise work and to work to strict timescales where required

  • Technical proficiency and good IT skills


Location: Torbay
Hours: Monday - Friday 9.00am - 5.00pm
Salary: £30k - £40k dependent on experience




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