All Locations
Birmingham
Team
Private Wealth
Salary Details:
£45,000 +
Contract Type:
Permanent
Full Time or Part Time?
Full Time

About your new role

Our leading Private Wealth team provides a comprehensive range of legal services for both individuals and businesses/corporations including Charities.  We are ranked in both Chambers and Legal 500 and are growing rapidly, reflecting our enviable reputation for advising clients on all their personal legal needs.
 
We are proud to provide a personal, transparent and efficient service by a team which includes fully qualified members of STEP (The Society of Trust and Estate Practitioners) as well as members of Solicitors for the Elderly. Understanding the importance of careful estate planning to help provide for future generations, we offer lifetime and post-death planning to a diverse range of clients.  The Birmingham team has been shortlisted twice for the Birmingham Legal Awards Private Client Team of the Year in 2019 and 2020 (carried over to 2021) and is part of the national multi award winning Private Wealth team.

We are currently recruiting for a Private Wealth Lawyer with 0 - 2 years PQE to join our team in Birmingham.


Main duties and responsibilities

  • Manage own caseload of private client work, including high value/complex probate work and estate planning for high net worth individuals under the supervision of senior members of the team
  • Assist other case handlers in the team and wider department with their cases as may be required
  • Advise and take instructions from clients in relation to their financial affairs
  • Travel to and attend upon clients
  • Prepare and file various correspondence, notes and documentation
  • Assist with marketing the services of the team and wider department
  • Achieve set financial and chargeable targets\KPIs
  • Ensure relevant deadlines and quality measures are adhered to
  • Comply with relevant Weightmans and client policies and procedures
  • Work in accordance with Weightmans’ values

This list is not intended to be exhaustive and you will be expected to perform other duties and have other responsibilities that fall within the wider remit of the role.

About You

 
  • Person specification

    • Solicitor or Legal Executive ideally with a minimum of 2 years equivalent experience in Private Client law but applicants from NQ to 2 years PQE will be considered
    • Keen interest and experience in all aspects of private client law with exposure to a broad range of work including trust administration and succession planning
    • Ideally STEP qualified or interested in working towards STEP qualification
    • Some business development skills and experience and a keen interest in developing these and taking an active role in the growth of the team
    • Excellent IT skills
    • Excellent communication skills
    • Excellent time management and organisation skills
    • Ability to multi-task and prioritise
    • Ability to work to strict deadlines and targets
    • Ability to work as part of a team and on own initiative
    • Flexible, pro-active and team-orientated approach
  • Please note:

    Any reference to experience or PQE in our adverts or job descriptions is to be used as a guideline only. We welcome applicants from all backgrounds and with different levels of experience who can demonstrate that they fulfil the requirements of the role.

 
 
 

Why work for us

Weightmans is a Top 40 law firm with offices throughout the UK. Having been recognised as the leading legal employer and 10th overall employer at the annual Britain's Top Employers awards 2023 and achieved record rankings in Chambers UK.

We are proud to be an accredited living wage employer.

Click here to find out more about industry recognition for excellence, through our achievements, awards and accreditations.

The independent research showed "Weightmans provides exceptional employee conditions, nurtures and develops talent throughout all levels of the organisation."

We are truly committed to fostering a culture of equality and diversity, where everyone in the firm is respected and recognised on merit for the work that they do.

We strongly encourage applications from people of all ethnicities, genders, sexual orientations and disabilities. Please let us know if you require any reasonable adjustment at any stage of the application process.

Please feel free to note your preferred pronouns in your application.

Work for a firm where people matter – work for Weightmans.

As well as being immensely proud of the work we carry out for our clients and the culture we provide to our people we offer a wide range of benefits including;

  • 28 days’ annual leave plus bank holidays (pro-rated for part time)
  • Agile / working from home including provision of home office equipment*
  • Healthcare cover/ Medicash
  • Pension plan
  • Life Insurance 4 x salary
  • Interest free travel loan scheme
  • Employee Assistance Programme including counselling, legal and consumer advice service
  • Discounted gym membership
  • Discounted dental scheme
  • Cycle to work scheme
  • Offers & discounts
  • Great reward and recognition scheme

*there are a small number of roles that cannot be performed from home, your Recruitment Adviser can confirm.

Please note

  • Any reference to experience or PQE in our adverts or job descriptions is to be used as a guideline only. We welcome applicants from all backgrounds and with different levels of experience who can demonstrate that they fulfil the requirements of the role.
  • The successful candidate appointed to this role will be subject to our standard background checking process, and any offer of employment made is conditional upon successful completion of those checks. Further details can be obtained from the Recruitment team.
  • We are open to part time/job share applicants.

Recruitment agencies (PSL /non-PSL)

Weightmans operates a strict 'preferred supplier list' (PSL) and is committed to working closely with the recruitment agencies that feature on that list. As such, Weightmans does not accept speculative or unsolicited CVs, profiles or any other introductions from both our PSL and non-PSL agencies.  If a PSL or non-PSL agency chooses to submit a speculative or unsolicited CV, profile or introduction without instruction from a member of Weightmans’ recruitment team, we will reserve the right to treat the introduction as a gift and contact the candidate directly without accepting or entering into the agency’s terms nor being liable for a recruitment fee.

Eligibility to work in the UK

Eligibility to work in the UK will be verified in the final stages of the selection process. All candidates must either already have a right to work in the UK before commencing employment, or meet the Home office criteria for Visa sponsorship. Candidates who require sponsorship should evaluate the Home Office eligibility criteria for a Skilled Worker visa before applying

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