The Role

As a consequence of the continuing volume of high-quality work, an opportunity for an experienced fee earner has arisen in our Private Client Department. The role is likely to suit a STEP qualified experienced lawyer who is looking to take on and process an exciting client portfolio.

The successful candidate will be required to provide an important contribution to the work of the Private Client Department and be used to carrying out private client work at a technical level. They will also be required to support the ongoing development of the department’s activities and would be expected to contribute to the growth of client work and fee income.

The candidate will need to work effectively with clients and other members of the Private Client Department. They will also be expected to deal professionally and efficiently with a wide range of work whilst complying with procedures and working practices.

The candidate will need to be able to work confidently with minimal supervision. They may also be required to supervise, support, and mentor more junior members of the team.

Key responsibilities

  • Working with HNW clients
  • Good knowledge of trusts including administration and creation
  • Tax planning expertise including BPR, APR, and foreign aspects
  • Complex probates
  • Advising on and preparing Wills, Codicils, and Lasting Powers of Attorney
  • Providing inheritance tax planning and family succession advice
  • Mentoring and supporting junior members of the department

Skills/ Knowledge/ Experience

You must be able to demonstrate the following:

  • Experience of successfully working in a Private Client Department undertaking the work above
  • Ability to meet deadlines and prioritise effectively
  • Excellent IT skills including the use of case management software and Excel
  • Ability to produce work that is accurate and presented in a well-ordered manner
  • Excellent organisational skills
  • Clear, concise, and effective written and verbal communication skills
  • Demonstrate ability to follow procedures in accordance with professional body requirements (for example Lexcel compliance) and firm’s internal procedures, together with meeting all compliance and quality targets
  • Excellent communication and relationship management skills with a focus on developing and maintaining professional and effective client relationships at all levels
  • A flexible approach and the capability to work well and flourish within a team environment
  • Ability to work effectively with other colleagues internally, both within the wider team and across all practice areas and offices
  • A flexible and enthusiastic approach, which demonstrates commercial awareness and business aptitude in making decisions on a day-to-day basis

Location

Everys has a flexible approach and we are interested in applications relating to any of our offices. Although office-based to start with, once the successful candidate is familiar with our working practices, remote working combined with some office time each week is also available.

This is an excellent opportunity to become an integral member of our Private Client Department and to thrive in a professional and friendly environment. If you are looking for a new challenge please send your CV and a covering letter to jo.garrod@everys.co.uk.

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