Private Client Lawyer

Due to continued business growth, we have an opportunity for an experienced Private Client Solicitor to join our clients legal team to head up our private client work within Kendal, Cumbria.

Key Responsibilities:

• Take initial enquiry from clients to establish the firm s suitability to provide the necessary advice and services, based on the firm s specialisms, likely cost, conflicts and other risk factors.
• Draft/dictate documents, letters, attendance notes and contracts tailored to the client s individual needs and relevant procedures for the type of matter. To check all documentation prior to signing.
• Coordinate the work of all parties involved, including corresponding with clients and other parties solicitor and attendance at meetings as required to progress the matter to its conclusion.
• Negotiate with clients and other professionals to secure agreed objectives.
• Act on behalf of clients in disputes and represent them in court, if necessary.
• Instruct barristers or specialist advocates to appear in court for the client in complex disputes and prepare papers for court (where relevant).
• Supervise the day-to-day work and delegate work to secretaries as appropriate.
• Ensure that all activity on a file is time recorded to ensure correct billing.
• Manage files ensuring all compliance is completed and recorded and a file review is maintained as to the latest progress.
• Review monthly reports to keep on top of aged debts, aged disbursements, billing, WIP and chase as required.
• Keep up to date with changes and developments in law, compliance and office procedures and report any breaches.
• Assist the Partners with projects/tasks as required.
• Maintain a Development Plan and Record in line with the SRA requirements.

Key requirements:

• Experience within a Private Client department
• 3-year s PQE
• Able to manage files and work to agreed deadlines
• Confident, friendly, professional and positive
• Able to work under your own initiative
• Committed to providing Gold Standard client care
• STEP qualifications would be an advantage, although training can be provided
• Someone who cares about their team
• IT skills including Word and Outlook and Excel

Benefits:

• Generous holiday entitlement of 37 days holiday per year, including Bank Holidays (pro rata if part time hours)
• Pension scheme
• Health care plan that provides a range of benefits including:
  Medical costs including help with your bills towards dental, optical and therapy;
  Other specialist services to assist with your health and wellbeing; and
  Personal accident cover
• Staff discount scheme, offering discounted legal services, estate agency and property letting services.
• Bravo! Staff incentive and peer-to-peer reward scheme.

If you are interested in this position, please click "Apply" and Luke will be in touch as soon as possible.