Private Client (Paralegal or Solicitor)
Edinburgh
Permanent
£neg
Lindsays is a full-service law firm with a reputation for providing an excellent and outstanding service to clients. Our Private Client team acts for a wide range of clients, providing a full range of private client services including all aspects of trust and executry administration, the preparation of Wills and Powers of Attorney, tax and succession planning and other private client related matters such as the administration of the financial affairs of elderly clients in residential or nursing care.
An opportunity has arisen for an experienced individual, solicitor or paralegal, with at least 3 years’ experience in this discipline, to join our Private Client Team in Edinburgh dealing with a broad spectrum of work including wills, trusts and executries. This role will involve regular client contact and the successful candidate should be committed to providing an excellent level of client care. In addition to technical competencies, the candidate should also be able to communicate in a confident, clear and relaxed way and enjoy working as part of a close and well-integrated team.
Applications from individuals looking for part time hours would be welcome.
Key responsibilities include:
- Provision of a quality service to clients in dealing principally with Executries, but also with the preparation of Wills and tax planning, preparation of Powers of Attorney, administration of trusts and guardianships and the financial affairs of elderly clients in permanent residential care.
- Be able to do the necessary accounts and to have an awareness of all tax implications in relation to Executries and Wills.
- Generate satisfactory level of fee income in accordance with set fee income targets, record all time and fee promptly during and/or on completion of transactions.
- Adhere to monthly fee earner certificate process.
- Keep up to date with developments in the law and regulatory requirements.
- Take part in regular departmental business meetings.
Key experience and skills required:
- Demonstrates an appropriate range of legal knowledge and seeks to develop technical competence.
- Ability to develop positive working relationships across the firm and with clients; gain the respect of colleagues.
- Ability to work unsupervised to an extent but requiring supervision in certain areas.
- Ability to meet strong fee targets and achieve realisation rates.
- Works effectively with other team members.
- Ability to adopt a proactive approach to matter administration.
- Ability to assess clients’ needs and offer practical guidance.
- Willingness to network and promote the firm’s services.
If you are interested in applying for the above role and possess the relevant experience please send your CV to Pearl Steeples, HR Advisor, Caledonian Exchange, 19A Canning Street, Edinburgh, EH3 8HE or email: recruitment@lindsays.co.uk
Diversity and inclusion plays an integral part in the people strategy at Lindsays. We are committed to creating a supportive and inclusive environment where our people feel valued and can reach their full potential.
NO AGENCIES PLEASE
