Private Client - Chartered Legal Executive / Senior Solicitor / Associate

Job Description

Salary: TBC

Blake Morgan is one of the UK's leading full service law firms, with offices in London, Wales, Thames Valley and the South Coast region. We provide our clients with practical and straightforward legal advice whatever their regional, national and international requirements. Our clients are commercial business, not-for-profit organisations, government agencies and private individuals.

Private Client is a highly regarded and successful Business Group within Blake Morgan, comprising its Succession & Tax and Family Practice Groups and generating fees of over £8m per annum. We employ over 90 people and have teams working out of the firm's London, Southampton, Portsmouth, Cardiff and Oxford offices. We are listed as one of the UK's top private client law firms by eprivateclient.

Role Purpose

 

Role Purpose

A Private Client Solicitor is required to join the busy Succession & Tax team in Oxford (ranked Tier 1 in the Legal 500), which serves the wider Thames Valley region.   The post holder will be required to deal with Wills and Probate matters as well as other Private Client work.   You will therefore have an interest in dealing with complex files and will have experience of and typically be involved in the following:

  • Preparation of Wills and Lasting Powers of Attorney for UK based and international clients.

  • Estate planning (including lifetime and post-death planning), to cover advice on inheritance tax,  capital gains tax and income tax and the creation of lifetime trusts

  • Obtaining grants of probate or letters of administration and administering estate, including foreign domicile, re-sealing of grants and intestate estates

  • Preparing deeds of variation, deeds of gifts and deeds of family arrangement

  • Providing trust advice particularly around setting up, management and administration with reference to the firm's dedicated Trust Administration team (as required)

Skills & Experience

 

The successful candidate will have the following skills and attributes:

  • Sound and solid background in wills and probate with experience of running independent caseloads

  • Strong technical competence and intellectual ability (STEP qualification preferred)

  • Confident and personable approach, with excellent communication skills (verbal and written)

  • A proven ability to work effectively as part of a team, providing a role model for others to follow, to  supervise others and to delegate effectively

  • An understanding and appreciation of the value of high levels of client care

  • Demonstrable experience of managing relationships with colleagues (including those in other legal disciplines) and third party introducers of work

  • Flexible outlook with an ability to prioritise and work under pressure

  • IT literate (you will receive training on our Practice Management System, Peppermint and Document Management System, iManage)

  • Understands and complies with Information Security responsibilities commensurate with this role, including Data Protection and the duty of confidentiality

Job Benefits

 

Some of the perks of working at Blake Morgan include:

  • 26 days' annual holiday and option to purchase 1 weeks' leave

  • Birthday holiday, should your birthday fall on a working day

  • Performance related bonus scheme

  • Profit share scheme

  • Private medical insurance including access to a health advice helpline

  • Auto-enrolment pension scheme with matched contributions (5% employer pension contribution when employee contributes 3%)

  • Life assurance scheme

  • Critical illness cover

  • MediCare Cash Plan - claim for flu jab, health screening, optical and dental plus a range of wellbeing and health services

  • Employee Assistance Programme

  • Professional subscriptions

  • Free parking (Portsmouth and Southampton)

  • Limited parking (Oxford)

  • Season ticket loan (Cardiff, London and Reading)

  • Cycle to work scheme

  • Preferential rates for travel insurance

  • Reduced legal services

  • Discounts at leading retailers

  • Volunteering leave

  • Recruitment bounty – up to £7,500

  • Gifts at key lifestyle and career milestones

Culture & Environment

 

Our Culture and Environment

We pride ourselves on our Personality, which is weaved into everything we do for our staff, clients and communities alike. We have created an environment underpinned by our "ACTS framework" that places high value on being:

  1. Astute (commercially)

  2. Committed

  3. Team playing

  4. Straightforward

It's part of the way we like to do things. If you wish to work amongst colleagues with these behaviours, then you will find yourself amongst likeminded individuals at Blake Morgan.

We work as one team and believe in supporting our colleagues to strengthen the firm. We act honestly and openly in all that we do. We care for our communities and encourage all our people to actively participate in our sports, social and charitable activities. We also offer opportunities to develop your skills and knowledge and to progress within the firm via our Blake Morgan Academy.

Blake Morgan strives to create and maintain a positive, non-discriminatory work environment. We will ensure that all applications for vacancies will be considered without discrimination against any person on the basis of race, colour, religion, disability, nationality, ethnic origin, sex, sexual orientation, age or marital status. Further details about our commitment to Equality, Diversity and Inclusion can be found here.

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