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Private Client Solicitor

This is an opportunity for an experienced and ambitious Private Client Solicitor to work within a highly regarded law firm. The successful candidate will be working on a varied caseload which will include Wills and IHT planning, Executries, Powers of Attorney, Guardianship and elderly client care matters. Experience in advising on Trust matters desirable but not essential. This post has become available due to expansion of the firm. We are looking for a candidate that has a minimum of two years PQE in Private Client and who has handled their own caseload. They must be an excellent communicator and have the ability to work as part of a team and with the ability to work with minimum supervision.

 

Traineeship opportunity within the Private Client Department at Innes & Mackay, Solicitors and Estate Agents.

 

We are looking for a trainee to join the firm in our Private Client department.  We would ideally like this person to start as soon as possible with Traineeship commencing after successful Diploma results received.

Training will be provided on all office procedures. 

The trainee will be fully supervised by Lisa Law who is head of this department.

Job description will include the following:

  • Taking instructions from and advising clients
  • Communicating with clients in person, on the telephone and by letter.
  • Drafting Wills, Powers of Attorney and various other private client documents. 
  • Dealing with routine correspondence and telephone attendances.
  • Communicating with Banks, Investment Companies and other third parties.
  • Preparing final executry accounts and guardianship accounts
  • Opening client files on Partners for Windows.
  • Ensuring files are Anti Money Laundering and GDPR compliant
  • Ensuring that files are invoiced regularly.
  • Furthering the interests of the firm outside the office with third parties.
  • Assisting colleagues and support staff and helping with work in their absence.