Key Responsibilities

As a member of the fee earning team responsibilities will include:

  • Development of a client portfolio by utilising good marketing skills, social media and networking opportunities
  • Creation of relevant documentation to meet the client needs, in respect of;
    • Wills, including living wills
    • Probate applications
    • LPAs
    • Trust creation and management
    • Court of protection work
    • Administration of Estates
  • Adherence to compliance policies and procedures
  • Management of client expectations
  • Client meetings
  • Creation of relevant notes pertaining to meetings held
  • Dealing with new enquiries
  • Management of risk
  • Dealing with new enquiries
  • Relevant searches
  • Development of proposals to maximise entitlements under HMRC inheritance rules
  • Case and file management
  • Supporting in the development of other team members
  • Participation in CPD
  • Support in marketing initiatives
  • Participation in charity and networking events
  • Participation in the development and delivery of webinars / podcasts
  • Participation in legal clinics

 

 

We are looking for someone with:

  • Experience of working in Private Client which could range from NQ to several years PQE. NQs will need to evidence experience either as a paralegal or trainee in Private Client
  • Personal pride in the quality of their work which should be to a high standard
  • Knowledge of the requirements of Lexcel
  • Ability to communicate both in writing and orally with a wide range of people
  • IT literate
  • Self-motivated and able to perform to targets
  • Ability to adapt to change
  • Ability to support the needs of the vulnerable
  • The ability to demonstrate a courteous, helpful and pleasant manner both in person and on the phone
  • Ability to work both autonomously and within a team with a ‘can-do’ attitude
  • Efficiency, reliability and flexibility
  • Excellent file management skills with good time management skills
  • Proven IT skills, including the use of case management systems, MS Word, Outlook and Excel
  • Valid driving licence

 

Some of the benefits of working for Machins

  • Excellent office facilities in the heart of Luton and Berkhamsted.
  • Regular feedback and development opportunities
  • Regular contact with Partners
  • Support for CPD
  • Competitive salary
  • Staff introduction bonus
  • 25 days holiday
  • Auto enrolment pension scheme
  • Enhanced sick pay
  • Free eye tests
  • Paid Flu vaccinations
  • Discounted legal advice across all Departments
  • Opportunities to participate in company sponsored charitable events

We pride ourselves on employing people who are approachable, and if you have any questions, you won’t be short of people to ask.

Details

  • Luton based
  • Full Time – 09:00 to 17:30 Monday to Friday
  • Department – Private Client
  • Reporting to – Partner, Private Client
  • Salary is dependent on experience and billing history

How can I apply?

Please send your send your current C.V. together with a covering letter to [email protected]

Request a callback

One of our highly experienced team will be in touch with you shortly.


This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.