Solicitor/Associate/Senior Associate, Private Client, Leatherhead

Overall purpose of the job:

• Undertake fee earning work and provide a profitable contribution to the work of the department. To meet fee earning and other KPI targets.
• Ensure the successful development of the firm in line with the current published Business Plan
• To handle will, power of attorney, trust, probate and tax advice work for private clients and to build and develop own case load.
• To participate in the marketing of the firm by active participation in networking, seminar provision etc.
• To maintain and improve client care.
• To work effectively with other Departments.
• To develop own specialist areas of work.

Key tasks, duties and quality standards:

• To assist the department as a whole in meeting its fee earning targets by providing help regarding advice and assistance to clients of the Private Client department as well as other departments of the Firm.
• Conduct of matters on behalf of clients.
• Management of support services for which (s)he is responsible, including supervision of administrative support.
• Participation in marketing and networking activities whether on a firm-wide, departmental or office basis.
• Financial control with particular regard to cash-flow control through collection of monies on account and billing procedures.
• To participate fully in the activities of the Private Client department’s team.
• To utilise the skills of any department Trainee and to assist with their training.
• To assist during the absence of other fee earners.
• Carrying out work outside of normal hours where the work requires this.
• Travelling to client meetings both in and outside the UK when required.
• Promoting good file management.
• Assisting with formulating and advancing internal procedures.
• Undertake other duties as from time to time required and agreed.
• Achieving fees and time recording individual targets.
• To ensure compliance with Lexel, Law Society Wills and Inheritance Quality Scheme and other regulatory procedures.
• To maintain professional knowledge base including attainment of annual CPD points.

Additional and/or different duties:

This job description is non exhaustive and the firm reserves the right to vary the duties and responsibilities of the post holder at any time according to the needs of the firm’s business.

Person specification

Qualifications:

• A good honours degree

Essential personal qualities and attributes:

• Technical competence in chosen area of law and practice.
• Achieves targets in respect of chargeable hours, fees, recovery rate, lock-up and non-chargeable time for a Senior Associate solicitor.
• Has developed a client/referrer base.
• Understands and undertakes proper referral of work to relevant departments and development of work for other departments.
• Shows willingness to be involved in activities of the firm outside of work.
• Where appropriate, supervises junior members of staff.
• Is involved in practice development.

Essential skills, knowledge and abilities:

• Sound training
• Well-developed interpersonal, social and communication skills including an appreciation of the vulnerability of some of our clients, both generally and also specifically at distressing times
• Ability to work effectively as part of a team
• Ability to work effectively under pressure
• Computer literate with an ability to develop its use in own functional area
• Enthusiasm and commitment
• A sound knowledge of your responsibilities as a solicitor including in the following areas:
  – Rules and principles of professional conduct
  – Client care
  – Conflicts of interest
  – Confidentiality
  – Relations with third parties
  – Relations with other solicitors
• Specialist area knowledge
• Regulatory and compliance procedures

Desirable skills, knowledge and abilities

• Prior knowledge of Practice Evolve or other office management systems.
• Prior knowledge of Isokon.
• Prior knowledge of Lexcel requirements.
• STEP /Full Member.
• Solicitors for the Elderly Member.
• Client following.

If you are interested, please send your CV and covering letter to jobs@twmsolicitors.com

TWM Solicitors (www.twmsolicitors.com) is an Equal Opportunities Employer.

No agencies please