Private Client - Lawyer

The Firm

Weightmans is a Top 45 law firm with offices throughout the UK. Having been recognised as the leading legal employer at the annual Britain's Top Employers awards and achieved several top rankings in Chambers UK 2021, we are immensely proud of the work we carry out for our clients and the culture we provide to our people.

The Department

Our Birmingham Private Wealth team is ranked in both Chambers HNW and Legal 500 with Sarah Louise Walker ranked as a leading partner in both, 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). 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.

Main purpose of role

You will work closely with the Partner in Birmingham and the existing team there to grow the business and ensure excellent client service. You will promote the firm and its services with intermediaries and assist with developing relationships with the existing network of intermediaries and with new contacts.

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
• Assist other case handlers in the team and wider department with their cases as may be required
• Supervise and develop the skills of other more junior team members
• 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 client policies and procedures
• Work in accordance with Weightmans’ values

#LI-Hybrid

• Qualified solicitor
• Keen interest and strong experience in all aspects of private client law, but particularly high value/complex probate work and estate planning for high net worth individuals and administration and creation of lifetime/Will trusts
• Keen interest or experience in income tax, inheritance tax and capital gains tax planning and reporting
• STEP qualified is desirable however willingness to undertake STEP is a must (this will be funded by firm on completion of 12 months service)
• Business development skills and experience – an existing network of contacts would be highly advantageous
• 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 approach

Other Information

If you meet our criteria and think this is a job where you could bring enthusiasm and an eagerness to learn, then we look forward to receiving your application.

PLEASE NOTE: Candidates are encouraged to reach out directly. For inquiries or more details, feel free to contact us. Our recruitment team members are here to assist.