Solicitor, Legal Executive or Paralegal

Weightmans is a Top 45 law firm with offices throughout the UK. Having been recognised as the leading legal employer at the annual Britain's Top Employers awards and achieved record rankings in Chambers UK 2017, we are immensely proud of the work we carry out for our clients and the culture we provide to our people.

Our Wills, Trusts and Estates (formerly Wills, Tax, Trusts and Probate) team was recognised as a 'superior' team in Legal 500, 2011 edition, reflecting our enviable reputation for advising clients on all their personal legal needs. We are proud to provide a personal, transparent and efficient service by a team which includes fully qualified members of STEP (The Society of Trust and Estate Practitioners) as well as members of Solicitors for the Elderly. Understanding the importance of careful estate planning to help provide for future generations, we offer lifetime and post-death planning to a diverse range of clients.

Main purpose of role

To manage own caseload of private client work and deliver great client service.

Main duties and responsibilities

• Manage own caseload of private client work, including high value/complex probatework and estate planning for high net worth individuals under supervision of experienced STEP member

• Assist other case handlers in the team and wider department with their cases as may be required

• Advise and take instructions from clients in relation to their financial affairs

• Travel to and attend upon clients

• Prepare and file various correspondence, notes and documentation

• Assist with marketing the services of the team and wider department

• Achieve set financial and chargeable targetsKPIs

• Ensure relevant deadlines and quality measures are adhered to

• Comply with relevant Weightmans and client policies and procedures

• Work in accordance with Weightmans’ values

This list is not intended to be exhaustive and you will be expected to perform other duties and have other responsibilities that fall within the wider remit of the role.

• Qualified solicitor or soon to qualify and wishing to specialise in private client law

• Keen interest and experience in all aspects of private client law with exposure to a broad range of work including trust administration

• Interested in working towards STEP qualification

• Some business development skills and experience or interest in developing these

• Excellent IT skills

• Excellent communication skills

• Excellent time management and organisation skills

• Ability to multi-task and prioritise

• Ability to work to strict deadlines and targets

• Ability to work as part of a team and on own initiative

• Flexible, pro-active and team-orientated approach

Please note:

• Any reference to experience or PQE in our adverts or job descriptions is to be used as a guideline only. We welcome applicants from all backgrounds and with different levels of experience who can demonstrate that they fulfil the requirements of the role.

• The successful candidate appointed to this role will be subject to our standard background checking process, and any offer of employment made is conditional upon successful completion of those checks. Further details can be obtained from the Recruitment team.