Senior Associate Solicitor
SKILLS
FULL DESCRIPTION
About the role
Our focus is on providing outstanding client service, through expert, clear advice and assistance with Private Client matters, delivered in a professional and engaged way that leads to high levels of client satisfaction. We work together at all levels of our team to create a supportive and pro-active environment to achieve this.
This role involves undertaking fee-earning work, contributing to the department’s profitability, and meeting key performance targets. The successful candidate will manage wills, powers of attorney, trusts, probate, and tax advisory matters for private clients while developing their own caseload. Responsibilities also include business development through networking and seminars, maintaining high standards of client care, collaborating with other departments, and expanding specialist expertise, all in alignment with the firm’s Business Plan.
Job details
#### 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.
- - Manage support services for which you are responsible, including supervision of administrative support.
- - Participate 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 Solicitor and to assist with their training.
- - To assist during the absence of other fee earners.
- - Carry out work outside of normal hours where required.
- - Travel to client meetings both in and outside the UK when required.
- - Promote good file management.
- - Assist with formulating and advancing internal procedures.
- - Undertake other duties as from time to time required and agreed.
- - Achieve fees and time recording individual targets.
- - To ensure compliance with regulatory procedures.
- - To maintain professional knowledge base including attainment of annual CPD points.
Other - Act in accordance with [Employer hidden — view at passion-project.co.uk]’ core values (TWM Cares) at all times.
This role will be based at our Guildford office, with travel to other office locations as required. The Private Client department has a presence in the firm’s office locations: Epsom, Leatherhead, Reigate and Wimbledon.
#### To be successful in this role, we are seeking the following:
Qualifications
A good honours degree followed by LPC, training contract and PSC; or a good honours degree followed by SQE and qualifying work experience; or a good honours degree with CILEX to Fellow level, LPC and PSC; and admitted by SRA as a solicitor.
Essential personal qualities, skills and abilities
- - 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.
- - 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.
- - Sound training.
- - 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.
Desirable knowledge, skills and competencies
- - Prior knowledge of Practice Evolve or other office management systems.
- - STEP /Full Member.
- - Solicitors for the Elderly Member.
- - Client following.