Private Client Fee-Earner

The Firm

A well-established full-service law firm with a strong focus on Private Client work, known for providing high-quality legal services with a professional and compassionate approach. The firm fosters a supportive, collaborative environment and prioritises client care and professional development.

The Role

They are seeking an experienced Private Client Fee Earner to join their Bexley office. The role involves independently managing a caseload of private client matters, including wills, lasting powers of attorney, and estate planning, while providing high-quality, timely advice to clients.

Key Responsibilities

• Independently manage own caseload of Private Client matters
• Take initial instructions from clients and provide clear guidance
• Prepare and advise on Wills, Lasting Powers of Attorney, and other estate planning documentation, ensuring legal accuracy and professional presentation
• Provide high-quality, timely, and professional advice
• Correspond with executors, trustees, beneficiaries, and other professionals
• Attend clients in their own environment when required
• Refer enquiries involving complex trusts or inheritance tax advice to the Head of Private Client
• Maintain accurate and organised client files on the firm's case management system
• Promote a compassionate and sensitive client experience, particularly when dealing with elderly or incapacitated clients

Person Specification

• Experience working in a busy Private Client department with a proven track record in drafting Wills and LPAs and advising on estate planning matters
• Professional, proactive approach with strong client care skills and empathetic understanding of client needs
• Confident IT skills and working knowledge of case management systems
• High attention to detail