Role Description

To provide high quality legal advice and services in the Private Client area, assisting individuals with Estate Planning, Wills, Probate, LPAs, Trusts, etc., ensuring excellent client service in line with Baldwin & Robinson's approachable, friendly ethos.  The successful candidate will collaborate with clients, colleagues and stakeholders to ensure seamless transactions and uphold our high standards of legal excellence. 

Key Responsibilities

• Advise clients on drafting Wills and updating existing Wills;
• Prepare and advise on Lasting Powers of Attorney (LPA) and Deputyship applications;
• Administer Estates: acting as executor or representing executors, liaising with HMRC, probate registry, beneficiaries;
• Handle Trusts: both in setting up and advising on administration;
• Maintain accurate case files, manage deadlines and ensure compliance with relevant legal and regulatory requirements;
• Liaise with clients in person, virtually or by telephone; ensure clients are kept informed and supported throughout; 
• Actively undertake business development;
• Build client relationships;
• Collaborate with colleagues in other departments when needed.

Experience & Skills

• Qualified Solicitor in England & Wales with experience in Private Client;
• Strong technical knowledge of Wills, Probate, Trusts, LPAs, Estate Administration and related legislation;
• Excellent drafting skills;
• Excellent client care skills, managing multiple files, meeting deadlines;
• Ability to work independently but also as part of a team
• Good IT skills, familiar with case management systems, ability to adopt firm's tools.

Qualifications

• Admitted as a Solicitor in England & Wales;
• Eligibility to practice, full compliance with SRA rules;
• Continuous Professional Development (CPD) record.

Personal Attributes

• Friendly, approachable, client-focused;
• Integrity and trustworthy;
• Sensitivity to client in emotional or difficult situations;
• Ability to manage pressure work to deadlines, manage clients' expectations;
• Proactive, self starter.

Role Description

This role will enable you to work across both commercial and residential property matters, providing an interesting and varied caseload - weighted towards commercial property law.  The nature of the work that we undertake will present the successful candidate with an opportunity to advance their property knowledge and further develop their legal career in property law, including Landlord & Tenant matters, buying and selling freehold properties, leases, secured lending and other general commercial work.

Key Responsibilities

• Meeting and greeting clients, where necessary;
• Land Registry - incl. obtaining title documents, lodging applications, registrations, requisitions and other searches;
• Completing legal forms and producing replies to Commercial Property Standard Enquiries;
• Post completion tasks including submitting SDLT returns online, dealing with Form MR01, MR04, etc. 
• Dealing with pre-completion requests and enquiries;
• Liaising with clients and other third parties incl. lenders, agents, mortgage brokers, etc., to progress matters;
• Matter progression;
• Preparing letters and legal documents;
• Client onboarding, with full knowledge and understanding of money laundering (AML) compliance;
• Preparation of bills, completion statements and deal with accounts queries;
• Telephone and door answering as part of a team;

Experience & Skills

• Minimum 2 years legal property experience with a strong commercial property background being a distinct advantage;
• Ability to work autonomously but also as part of team;
• Attention to detail and accuracy;
• Strong organisational skills with the ability to prioritise effectively.
• Confident using case management and other support systems;

Personal Attributes

• Friendly, approachable, client-focused;
• Integrity and trustworthy;
• Ability to manage pressure work to deadlines, manage clients' expectations;
• Proactive, self starter.

Role Description

To provide high quality legal advice and services in the Private Client area, assisting fee earners with Estate Planning, Wills, Probate, LPAs, Trusts, etc., ensuring excellent client service in line with Baldwin & Robinson's approachable, friendly ethos.  The successful candidate will collaborate with clients, colleagues and stakeholders to ensure seamless transactions and uphold our high standards of legal excellence. 

Key Responsibilities

• Assist with advising clients on drafting Wills and updating existing Wills;
• Prepare and advise on Lasting Powers of Attorney (LPA) and Deputyship applications;
• Assist with the administration of Estates
• Support the fee earner with handle Trusts: both in setting up and advising on administration;
• Maintain accurate case files, manage deadlines and ensure compliance with relevant legal and regulatory requirements;
• Liaise with clients in person, virtually or by telephone; ensure clients are kept informed and supported throughout; 
• Actively undertake business development;
• Build client relationships;
• Collaborate with colleagues in other departments when needed.

Experience & Skills

• Paralegal with min 2 years' experience in Private Client;
• Strong technical knowledge of Wills, Probate, Trusts, LPAs, Estate Administration and related legislation;
• Experience with drafting;
• Excellent client care skills, managing multiple files, meeting deadlines;
• Ability to work independently but also as part of a team
• Good IT skills, familiar with case management systems, ability to adopt firm's tools.

Qualifications

• Paralegal qualification would be advantageous but is not a must;
• Min 2 years' experience working as a Paralegal in a Private Client department;
• GCSE English & Maths

Personal Attributes

• Friendly, approachable, client-focused;
• Integrity and trustworthy;
• Sensitivity to client in emotional or difficult situations;
• Ability to manage pressure work to deadlines, manage clients' expectations;
• Proactive, self starter.