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Private Client - Principal Associate

Employer
Weightmans
Location
Birmingham, West Midlands
Salary
£70,000
Closing date
29 Apr 2024
Reference
21048

View more

Practice area
Private client
Contract type
Permanent
Hours
Full time
PQE
4 years, 5 years
Position
Solicitor
Sector
Private practice

Job Details

About your new role

Our national Private Wealth team is recognised in both the Legal 500 and Chambers High Net Worth directories. 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 the national team has bee shortlisted and won multiple awards in the last 7 years under the current leadership team.

You will work closely with the Partner/National Team Manager and Associate 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.  Business development and winning work is an important part of this role.  Whilst the role is advertised as one for a Principal Associate, it would suit  keen Associates with a minimum of 4 years PQE who are driven and thrive in a close teamworking environment.

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, trust administration 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

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

  • Qualified solicitor or FILEX
  • Keen interest and vast experience in all aspects of private client law, but particularly high value/complex probate work, trust administration and estate planning for high net worth individuals
  • STEP qualified is desirable
  • Business development skills and experience – an existing network of contacts would be highly advantageous
  • Conscientious, self-motivated, hardworking, responsive, with critical thinking abilities and excellent communication, organisation and analytical skills
  • Conscientious, self-motivated, hardworking, responsive, with critical thinking abilities and excellent communication, organisation and analytical skills
  • A methodical, organised approach
  • Passionate about growth, generating work opportunities both internally and externally
  • Passionate about operational excellence generating work opportunities through great service delivery and improving the client experience
  • Ability to work to strict deadlines, tight timetables, targets and client protocols while maintaining high standards in terms of accuracy and quality
  • Excellent attention to detail and concentration
  • Excellent IT skills
  • Ability to multi-task and prioritise
  • Ability to work as part of a team and on own initiative
  • Excellent collaborative and team working skills

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

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.

Company

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 2024 and achieved record rankings in Chambers UK.

We believe in the power of people, innovation and partnership to provide strategic business insight and deep expertise to a range of private companies, public sector organisations and individuals.

At the heart of our culture and organisation is a simple purpose that informs everything we think, say and do: See the Possibility.

We believe thinking differently allows us to see the possibilities others don’t.

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)
  • Hybrid working 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

  • We encourage candidates to speak to us direct/apply direct for the opportunities we have available.
  • 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.
Company info
Website
Telephone
+44 (0)345 073 9900
Location
100 Old Hall Street
Liverpool
Merseyside
L3 9QJ
United Kingdom

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