Private Wealth Solicitor

LOCATION: Surrey
Job Ref: 9408/PTP

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• Practice Area(s):
• Private Client, Tax and Trust

• Job Title:
• Associate, Solicitor

• Job Type:
• Permanent, Full-time

This leading regional law firm is currently seeking a confident and capable Solicitor to join our Private Wealth Team in Surrey.

We offer a hybrid working approach, combining both office and home working allowing our colleagues to work flexibly. This role will be based in our Woking office, and the successful candidate will ideally spend three days a week in the office. We provide services to a differing mix of clients, including clients with business interests; assets located abroad; and those with complex family structures. We offer the opportunity to work as part of a collaborative and supportive team and to assist colleagues to develop their expertise.

More about us:

Formed via a merger in 2020, we are a leading law firm with an aim to be the best law firm to work for regionally. We are a career firm, providing access to high-quality work, long-term career opportunities and an environment built on the premise of being “human first” in everything we do. Put simply, we care as much about your career as you do.

Day to Day:

Our Private Wealth Team works predominantly with individuals falling into the “high-net-worth” category (which typically refers to those with personal assets totalling £5m-£20m) across the full spectrum of private client matters. This will include, but not limited to;

Lifetime and succession planning.
Advising on the structure of Wills as part of a broader estate planning strategy.
Lasting Powers of Attorney.
The creation, administration, and winding up of trusts.
Estate administration.
Meeting clients on a regular basis to advise on the above.
What we look for:

Our Firm is built on the value of “Human First” and, because of that, we are looking to recruit those with a passion for delivering the best possible outcomes for their clients, and the drive to continuously learn and improve. We are a friendly, flexible, and open team who look for the same.

You will ideally:

Have experience as a Private Wealth (aka Private Client) Solicitor or Chartered Legal Executive. We do not tend to use PQE as the sole measure of experience, but we are ideally seeking somebody with at least 1-3 years’ worth of experience of managing their own caseload of private client matters.
Have experience with managing your own caseload of private client matters, and a willingness to provide support on complex matters that require wider team involvement.
Great communication skills, a passion for helping clients achieve their goals and the ability to think creatively.
Above all, ours is a friendly, empathetic and expert team and as such, we are seeking an individual who is able to demonstrate a team-focused mindset, and a passion for achieving the right outcome for the clients we serve, and the Firm.