Private Client Legal Adviser

Private Client Legal Adviser
Permanent, full-time
West Sussex

Let us introduce ourselves

Our firm has over 200 staff and Partners across our Sussex offices and have been providing advice to the people. You will be joining a firm that prides itself on delivering exceptional service to our clients and to each other, in a friendly and supportive way.

We believe that we are stronger together and that our differences make us strong. We know that we are all more effective and perform at our best when we can completely be ourselves, and that the more diverse perspectives we have, the more we are able to learn, grow and thrive.

We believe in trusting our people to make the right decisions for themselves, from when and where you work, to how you dress; we focus on outputs.

The opportunity

An exciting opportunity has arisen for an experienced Solicitor or Legal Adviser (5+ PQE) to join our busy Private Client Department.

The ideal candidate will be self-motivated, able to work independently and proven experience working towards financial targets. You will have a relevant professional qualification and/or equivalent expertise, skills and experience in Wills, Probate, Agriculture and Estates, Powers of Attorney, Trusts and tax.

Working closely with the Private Client team, you will be undertaking various matters for a range of private clients. This will include, where appropriate, attending client meetings, drafting wills, advising on Declarations of Trust, administering estates, preparing Lasting Powers of Attorney, providing advice on tax and trusts and handling General Affairs files.

A high standard of interpersonal and communication skills are vital, especially in the context of client care and we are looking for someone who has a positive and friendly manner in dealing with clients, referrers and colleagues.

Your key duties will be

• Engage with prospective legal clients, produce matter estimates and pre-instruction documentation as required, follow up enquiries and overcome objections to instruction (or manage same if delegated to others).
• Produce (or manage the delegated production of) timely, well considered, written advice to clients and the required legal documents to progress and conclude their matter.
• Ensure all aspects of the matter are fully recorded in the electronic Peppermint matter file.
• Ensure all necessary communication and actions are taken with third parties and relevant organisations to conclude the matter correctly.
• Exercise high standards of client care in a professional and pleasant manner at all times
• Ensure effective financial management on files
• Contribute to business development strategy and identify opportunities to promote the firm both within own work type and other areas
• Identify opportunities to promote the business through blogs, articles, networking events, specialist knowledge, referrer networks and other means

Skills and experience you will have:

• knowledge of Wills, Powers of Attorney and estate administration
• ability to manage your workload
• a confident communicator with excellent client service skills
• a high degree of efficiency and accuracy
• active in marketing initiatives and promoting services

Key competencies you will need: How we work

• a high degree of initiative and the ability to cope in a demanding environment
• excellent organisational and prioritising skills
• demonstrates compliance with regulatory obligations
• the ability to work in a busy team
• contributes to our positive and supportive environment

How we work

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.

Equal opportunities

We encourage people from all backgrounds to apply to join our team. We seek to engage a diverse workforce, focusing on inclusivity and fair treatment for all. We oppose all forms of discrimination and promote equality of opportunity in everything we do. We can make reasonable adjustments for applicants and employees with a disability so please let us know about any specific needs and requirements you have.

If you are interested please submit your CV to Tanya Brown Recruitment Group as directed.