Private Client Solicitor: minimum 3 years PQE

15 August 2023

AMD Business Dispute Resolution Solicitors

Location: Henleaze Road Office, Henleaze, Bristol

Start Date: last quarter 2023

As a result of our continued growth, we are pleased to open this position to join our experienced Private Client Team.

The successful candidate will be a driven solicitor with a focus on being part of and adding to a highly experienced Private Client Department. The role is a full time position although part-time would be considered.

Key responsibilities

  • To undertake fee earning work, working both independently, with minimal supervision and as a member of the team;
  • to maintain existing relations with the firm’s clients and assist and help develop new relationships;
  • the preparation and advice on wills and trusts;
  • administration of estates and trusts;
  • advising on trusts;
  • advising on tax matters with emphasis on Inheritance Tax mitigation;
  • advising clients with regard to elderly issues, from LPAs to Deputy Orders;
  • estate planning;
  • managing relationships with IFAs, accountants and clients;
  • must be willing to work closely with other departments within the firm on joint projects; and
  • must be willing to participate in the growth and future development of the department

Experience required

The successful applicant should have a minimum of 3 years post qualified experience working in a private client department. The applicant should also be to manage a busy caseload and possess:

  • Strong communication skills;
  • The ability to build strong client relationships;
  • A commitment to thorough drafting and legal analysis;
  • Excellent team work when working with junior and senior team members;
  • Excellent project and time management skills;
  • A practical and commercial approach;
  • excellent IT skills and the ability to work in a paperless or paperlite environment; and
  • the ability to manage and prioritise deadlines and fixed timescale work.

Although not a requirement, a STEP or Solicitors for the Elderly accreditation would be preferred.

This vacancy is an excellent opportunity to join a growing department and become an integral member of the team.

Applications to:

This article is provided for general information purposes only and represents our understanding of the relevant law and practice as at the date of uploading. This article should not be relied upon as legal advice pertaining to any specific factual situation. Legal decisions should be made only after proper consultation with a legal professional of your choosing.

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