PRIVATE CLIENT ASSOCIATE

  • Posted

LOCATION: Somerton
HOURS: Full-time

PURPOSE: To provide expert legal advice relating to Wills, Powers of Attorney, Trust, Tax Probate and Estate Administration, managing a diverse caseload while delivering exceptional client service and building long-term relationships within a collaborative and supportive team environment.

KEY RESPONSIBILITIES:

  • Managing and supervising one Fee Earner and one Legal Assistant.
  • Building and maintaining strong client relationships through excellent service.
  • Attending clients at their homes or other agreed locations as required.
  • Handling and managing a varied caseload for a variety of individual clients efficiently and effectively while remaining flexible to changing demands.
  • Drafting wills and Powers of Attorney.
  • Taking responsibility for all standard legal areas, including trust, probate, and tax advice work.
  • Progressing client matters in a timely manner, ensuring service level agreements are met using the case management system.
  • Delivering a profitable contribution to the department through personal fee-earning work and achieving individual time and billing targets.
  • Demonstrating a compassionate and sensitive approach, particularly when working with elderly or incapacitated clients.
  • Collaborating with colleagues across practice areas to provide comprehensive legal advice.
  • Conducting research as necessary to provide accurate and informed advice.
  • Keeping up to date with relevant legislative changes.
  • Ensuring client matters are progressed efficiently and that files are maintained to a high standard.

To apply, contact Shelley Hankins at Shelley_Hankins@chubb-bulleid.co.uk or call 01749 836105 for a confidential chat.