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Elite Touch Group, Foots Cray, Bexley
- Onsite working
- Full time
- Permanent
Posted 2 days ago, 28 Mar
Job ref: 8a6a9847623a4a8788d2bc48e974a676
Full Job Description
Proven experience and knowledge in all private client areas is preferred to include the preparation of Wills, Tax Planning, Probate, Trusts, Lasting Powers of Attorney and elderly client matters. Excellent communication and client service is a necessity.
Role
· Undertake fee earning to high standards of accuracy and efficiency
· Able to work with a full caseload in a busy office under supervision
· Assist in the development and marketing of the firm and particularly the Sevenoaks office and its private Client offering in line with business and departmental plans
· To provide a profitable contribution and add value to the work of the department Responsibilities
· Progress instructions in accordance with established procedures of both good practice and the firm's quality system and risk management processes
· Assist in marketing activities and maintain appropriate professional relationships with referrers and clients
· Work in a cross-disciplinary way with other departments within the firm and on a cross-referral basis (promoting the services of teams from across the firm whenever the opportunity arises)
· Introduce new clients to the firm
· Identify and attend appropriate networking opportunities
· Effect financial controls for matters under supervision in conjunction with the Head of Department, complying with the SRA accounts rules
· Play an active role within the team and support other team members during busy times
· Take responsibility for delegated work, ask for guidance in respect of matters that are unclear and report errors which need to be resolved
· Involve support staff in an effective way
· Adopt knowledge-sharing behaviours at team, departmental and firm level
· Comply with the requirements of the SRA's Continuing Competence Statement and identify specific training needs
· Attend appropriate informal and formal training
· Promote the firm's core values and branding
Personal Specifications
· 5+ years PQE
· Must have experience of the areas of private client law noted above
· Excellent written and oral communication skills
· High quality educational and technical background but with a wish to further develop and improve their knowledge and skills
· Self-motivated, self-confident and able to work with minimum supervision
· Able to relate to clients at all levels and demonstrate excellent levels of client care
· Good team player with a collegial and collaborative approach
· Able to forge and develop business relationships with an enthusiasm for networking and business development
· Commercial acumen and appreciation of financial fundamentals
· Genuine desire to be involved in the future growth plans for the firm
· Must be able to evidence that they meet or exceed our Core Competencies for Fee Earners which will be provided to candidates if they are successfully selected for interview.
We have committed to hybrid working for all roles that can be done remotely and are open to flexible hours and office base. In addition, we have launched a "You Day" initiative that means that people can compress their contractual hours into 9 days and take the 10th day for themselves. All staff also benefit from life assurance, generous annual leave arrangements, perks and discounts from major retailers, bonuses and Private Medical Insurance from Vitality which includes discounted gym memberships, fitness trackers and spas (plus much more).
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