Thrive Group are delighted to be working with our client in Chippenham who is actively looking to recruit a Private Client Fee Earner - to join the team. We are seeking an experienced and personable Private Client Fee Earner to join our friendly and supportive team. You will be confident managing your own caseload and providing expert advice to a wide range of clients. What you will be doing: You will handle a varied caseload of private client matters, offering high-quality, empathetic legal advice. The ideal candidate will be experienced in: Wills and estate planning Probate and estate administration Trusts Lasting Powers of Attorney Court of Protection work Inheritance Tax planning What you will need to succeed: A Fee Earner or Paralegal or legal executive with 2+ years' experience in private client law Strong technical knowledge and attention to detail Excellent client care and communication skills A proactive and self-motivated approach What you will receive in return: Competitive Salary and bonus Generous holiday allowance - 28 days + 8 bank holidays Supportive team with a strong referral network Opportunity to grow your own client base alongside an existing caseload Genuine scope for progression and professional development What you need to do next: If this position sounds of interest and you would like to be considered. Please contact Sarah at Thrive Group on (phone number removed) or email removed) Thrive Group are acting as an employment agency in relationship to this vacancy. If you have not heard from a consultant within 7 days, please assume you have been unsuccessful on this occasion. PRMSTH
Sep 04, 2025
Full time
Thrive Group are delighted to be working with our client in Chippenham who is actively looking to recruit a Private Client Fee Earner - to join the team. We are seeking an experienced and personable Private Client Fee Earner to join our friendly and supportive team. You will be confident managing your own caseload and providing expert advice to a wide range of clients. What you will be doing: You will handle a varied caseload of private client matters, offering high-quality, empathetic legal advice. The ideal candidate will be experienced in: Wills and estate planning Probate and estate administration Trusts Lasting Powers of Attorney Court of Protection work Inheritance Tax planning What you will need to succeed: A Fee Earner or Paralegal or legal executive with 2+ years' experience in private client law Strong technical knowledge and attention to detail Excellent client care and communication skills A proactive and self-motivated approach What you will receive in return: Competitive Salary and bonus Generous holiday allowance - 28 days + 8 bank holidays Supportive team with a strong referral network Opportunity to grow your own client base alongside an existing caseload Genuine scope for progression and professional development What you need to do next: If this position sounds of interest and you would like to be considered. Please contact Sarah at Thrive Group on (phone number removed) or email removed) Thrive Group are acting as an employment agency in relationship to this vacancy. If you have not heard from a consultant within 7 days, please assume you have been unsuccessful on this occasion. PRMSTH
Your new firm A leading national law firm is seeking an NQ-2 PQE Solicitor to join its highly regarded Private Capital Department in Taunton, specifically within the Tax and Trusts team. With a Tier 1 Legal 500 ranking for Personal Tax, Trusts and Probate in the South West, this is a rare opportunity to build your career in a nationally respected firm. Your new role In this role, you'll manage a varied caseload of trust matters, including administration, compliance, and tax reporting. You'll advise on the establishment and structuring of UK trusts, draft trust deeds and related documentation, and provide practical guidance on trust taxation - covering income tax, capital gains tax, and inheritance tax.You'll work alongside a diverse group of experienced professionals to deliver comprehensive guidance on trust and tax matters, applying your expertise to broader planning initiatives. Your responsibilities will include overseeing key documentation and compliance processes, while offering support on issues connected to personal wealth, estate arrangements, and related legal considerations. What you'll need to succeed To succeed in this role, you'll be a qualified Solicitor, Legal Executive, or Trust Advisor with ideally 0-2 years PQE. You'll have experience managing your own caseload and working directly with clients, demonstrating a proactive, organised, and detail-oriented approach. Strong drafting skills and a collaborative mindset are essential, along with the ability to work closely with stakeholders and anticipate client needs. You'll be committed to delivering first-class service and ensuring full compliance with firm policies and procedures. What you'll get in return This is a fantastic opportunity to develop your career within a dynamic and well-established Private Capital team, recognised for its collaborative spirit and technical excellence. The role offers the chance to grow professionally in a values-led firm that places mutual respect, diversity, and personal wellbeing at the heart of its culture.This role offers a flexible working environment designed to support productivity and personal balance, making it well-suited to individuals who value balance, autonomy, and meaningful engagement. You'll benefit from a comprehensive learning and development programme, tailored to support your career journey, alongside a range of wellbeing initiatives designed to help you thrive both personally and professionally. What you need to do now Please contact Harriet Chapman at Hays Legal for further information on this opportunity. If this job isn't right for you, but you are looking for a new job, please feel free to get in touch for a confidential discussion on your career. Please note that we offer £500 for successful referrals, so if you have any friends or colleagues who might be keen to hear more, please do pass on our details. We would expect a lawyer with the given PQE to have gained the level of experience required, but this does not preclude applications from those with more or less PQE. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found on our website.
Sep 02, 2025
Full time
Your new firm A leading national law firm is seeking an NQ-2 PQE Solicitor to join its highly regarded Private Capital Department in Taunton, specifically within the Tax and Trusts team. With a Tier 1 Legal 500 ranking for Personal Tax, Trusts and Probate in the South West, this is a rare opportunity to build your career in a nationally respected firm. Your new role In this role, you'll manage a varied caseload of trust matters, including administration, compliance, and tax reporting. You'll advise on the establishment and structuring of UK trusts, draft trust deeds and related documentation, and provide practical guidance on trust taxation - covering income tax, capital gains tax, and inheritance tax.You'll work alongside a diverse group of experienced professionals to deliver comprehensive guidance on trust and tax matters, applying your expertise to broader planning initiatives. Your responsibilities will include overseeing key documentation and compliance processes, while offering support on issues connected to personal wealth, estate arrangements, and related legal considerations. What you'll need to succeed To succeed in this role, you'll be a qualified Solicitor, Legal Executive, or Trust Advisor with ideally 0-2 years PQE. You'll have experience managing your own caseload and working directly with clients, demonstrating a proactive, organised, and detail-oriented approach. Strong drafting skills and a collaborative mindset are essential, along with the ability to work closely with stakeholders and anticipate client needs. You'll be committed to delivering first-class service and ensuring full compliance with firm policies and procedures. What you'll get in return This is a fantastic opportunity to develop your career within a dynamic and well-established Private Capital team, recognised for its collaborative spirit and technical excellence. The role offers the chance to grow professionally in a values-led firm that places mutual respect, diversity, and personal wellbeing at the heart of its culture.This role offers a flexible working environment designed to support productivity and personal balance, making it well-suited to individuals who value balance, autonomy, and meaningful engagement. You'll benefit from a comprehensive learning and development programme, tailored to support your career journey, alongside a range of wellbeing initiatives designed to help you thrive both personally and professionally. What you need to do now Please contact Harriet Chapman at Hays Legal for further information on this opportunity. If this job isn't right for you, but you are looking for a new job, please feel free to get in touch for a confidential discussion on your career. Please note that we offer £500 for successful referrals, so if you have any friends or colleagues who might be keen to hear more, please do pass on our details. We would expect a lawyer with the given PQE to have gained the level of experience required, but this does not preclude applications from those with more or less PQE. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found on our website.
We are looking for a Junior Private Client Lawyer to join our client s reputable law firm in Newmarket working 9.00am - 5.00pm Monday to Friday. This is an excellent opportunity for a newly qualified (NQ) or junior lawyer with a passion for private client work. You will be responsible for managing a variety of private client matters, including wills, probate, trusts, and estate administration, while working closely with senior colleagues to develop your skills and knowledge. Key Responsibilities: Client Advice: Assist in advising clients on a range of private client matters, including wills, probate, estate administration, lasting powers of attorney, and trusts. Drafting Documents: Prepare legal documents such as wills, powers of attorney, and trust deeds. Assist with the administration of estates, including applying for probate and managing the distribution of assets. Client Communication: Communicate effectively with clients to gather information, explain legal concepts, and ensure their needs are met with care and attention. Legal Research: Conduct research into legal issues relevant to private client matters and provide informed advice based on current legislation and case law. Supporting Senior Lawyers: Work closely with senior lawyers to assist with more complex private client cases, gaining valuable experience and contributing to the success of the team. Compliance: Ensure all work is in line with legal and regulatory standards, including data protection laws, and adhere to best practices for client confidentiality and trust management. Required Skills and Qualifications: Experience: Newly qualified (NQ) or circa 2 years post-qualification experience in private client law, with a strong understanding of wills, probate, trusts, and estate administration. Legal Knowledge: A solid foundation in private client matters, including knowledge of the Wills Act, the Administration of Estates, and relevant tax laws. Client-Focused: Excellent interpersonal skills and the ability to provide high-quality client care, handling sensitive matters with empathy and professionalism. Organisational Skills: Strong attention to detail and ability to manage a varied caseload, ensuring that deadlines are met and client expectations are exceeded. Qualifications: Qualified Solicitor, Legal Executive, or equivalent in private client law. Desirable Skills: Experience with Case Management Systems: Familiarity with legal case management systems will be an advantage. Tax and Trusts Experience: An interest or basic experience in tax planning and trust work is desirable. Communication: Strong written and verbal communication skills, with the ability to explain legal terms clearly and concisely to clients. Benefits: Salary: Up to £45,000 per annum (depending on experience). 34 days paid annual leave inclusive of bank holidays, birthday day off & Christmas shut down, contributory pension scheme, onsite parking, hybrid working, Bupa health cover, social events, ongoing training and development opportunities. Send your CV now for consideration. Infinity Recruitment Consultancy Limited acts as an employment agency for permanent, contract and temporary recruitment. By applying you will be registered as a candidate with Infinity Recruitment Consultancy Limited, your personal data may be added to our database as part of the application process. Our privacy policy is available on our website and explains how we will use your data.
Sep 02, 2025
Full time
We are looking for a Junior Private Client Lawyer to join our client s reputable law firm in Newmarket working 9.00am - 5.00pm Monday to Friday. This is an excellent opportunity for a newly qualified (NQ) or junior lawyer with a passion for private client work. You will be responsible for managing a variety of private client matters, including wills, probate, trusts, and estate administration, while working closely with senior colleagues to develop your skills and knowledge. Key Responsibilities: Client Advice: Assist in advising clients on a range of private client matters, including wills, probate, estate administration, lasting powers of attorney, and trusts. Drafting Documents: Prepare legal documents such as wills, powers of attorney, and trust deeds. Assist with the administration of estates, including applying for probate and managing the distribution of assets. Client Communication: Communicate effectively with clients to gather information, explain legal concepts, and ensure their needs are met with care and attention. Legal Research: Conduct research into legal issues relevant to private client matters and provide informed advice based on current legislation and case law. Supporting Senior Lawyers: Work closely with senior lawyers to assist with more complex private client cases, gaining valuable experience and contributing to the success of the team. Compliance: Ensure all work is in line with legal and regulatory standards, including data protection laws, and adhere to best practices for client confidentiality and trust management. Required Skills and Qualifications: Experience: Newly qualified (NQ) or circa 2 years post-qualification experience in private client law, with a strong understanding of wills, probate, trusts, and estate administration. Legal Knowledge: A solid foundation in private client matters, including knowledge of the Wills Act, the Administration of Estates, and relevant tax laws. Client-Focused: Excellent interpersonal skills and the ability to provide high-quality client care, handling sensitive matters with empathy and professionalism. Organisational Skills: Strong attention to detail and ability to manage a varied caseload, ensuring that deadlines are met and client expectations are exceeded. Qualifications: Qualified Solicitor, Legal Executive, or equivalent in private client law. Desirable Skills: Experience with Case Management Systems: Familiarity with legal case management systems will be an advantage. Tax and Trusts Experience: An interest or basic experience in tax planning and trust work is desirable. Communication: Strong written and verbal communication skills, with the ability to explain legal terms clearly and concisely to clients. Benefits: Salary: Up to £45,000 per annum (depending on experience). 34 days paid annual leave inclusive of bank holidays, birthday day off & Christmas shut down, contributory pension scheme, onsite parking, hybrid working, Bupa health cover, social events, ongoing training and development opportunities. Send your CV now for consideration. Infinity Recruitment Consultancy Limited acts as an employment agency for permanent, contract and temporary recruitment. By applying you will be registered as a candidate with Infinity Recruitment Consultancy Limited, your personal data may be added to our database as part of the application process. Our privacy policy is available on our website and explains how we will use your data.
Wealth Management Assistant Coventry/Hybrid working (MUST be a driver) Salary up to £40,000 NJR is currently working with a well-established Wealth Management practice who provide a professional and bespoke Wealth Management service to their Private Client's, Business Owners, Trustees and Sports professionals and now have an excellent opportunity for an ambitious Wealth Management Executive to join their highly successful practice. The purpose of the role will be to provide administrative support to the Principal Partner to ensure that the relationships between the Practice and Private clients can be optimised. Maintain existing business with current clients, grow business relationships with current clients, and assist in bringing new clients on board. To support the Principal Partner when informing and advising clients on the financial strategies, plans and products, and organise the technical task, illustrations, and reports. The role will involve supporting their top performing Advisors, you will ned to have industry related experience to be considered for this role and be fully confident in processing new business and also able to adapt to a fast-paced working environment. Our Client offer a friendly working environment and culture, who also promote and encourage development within the business. Responsibilities o Support clients/Adviser by researching and analysing clients' requirements. o Prepare new business files, with the use of an external Paraplanner (where appropriate) taking full responsibility for the client files and back-office IT records throughout the advice process. o Deal effectively with queries from clients and other parties through effective communication. o Help clients better understand the full potential of our products. o Provide client/Adviser support in relation to existing client needs including but not limited to preparing valuations, withdrawals, deceased clients, change of address, change in client circumstances, pension sharing orders. o Provide support as required to all departments within the Practice, including the Management team. o Support the Practice to ensure the end-to-end business process is adhered to and tracked efficiently in line with Practice and regulatory standards. o Fully analyse clients' requirements, develop, where appropriate, cash flow models and accurately record client data. o Research and analyse financial products to meet client requirements and objectives. o Construct financial planning solutions investment, retirement, tax and estate planning supported by the production of computer models and reports. o Prepare client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models. o Deal with general client queries and attend client meetings with the Partner if required. o Work with other practice colleagues to ensure application and provider forms are prepared as required and clients are updated throughout the process. o Work within and stay up to date with template changes and advice notes. o Process New Business in line with SJP compliance guidelines. o Maintain accurate records of all client contact. o Answer incoming calls in a professional manner. o Provide an excellent level of customer service to Practice clients. o Adhoc project work that may be required from time to time. o Any other reasonable tasks that may be required by the Business. Knowledge and experience: o Previous paraplanning experience within an IFA or Wealth Management environment. o Minimum Level 4 Diploma PFS qualified or working towards it (or FPC qualified with significant industry experience). o Familiar with all major research systems (e.g. Analytics, Voyant etc.) o Experience of the Pension Transfer market, a knowledge of Final Salary Pension Transfer market would be desirable. o Experience of the administration of IHT and/or Investment products. o Demonstrates up to date knowledge of relevant regulation and legislation. Skills and behaviours: o Able to transpose information accurately. o Strong numeracy skills. o Comfortable using templated Suitability Letters. o Confident in dealing with third parties and can work with total discretion. o Highly organised with excellent communication skills. o Broad experience of Microsoft Office (Outlook, Word, PowerPoint, Excel). o Exceptional attention to detail. o Manages time effectively with the ability to multi-task. o Keeps calm when faced with conflicting demands and handles these effectively. o Demonstrates a positive attitude at all times. o Works well on own tasks as well as on shared goals as part of a team. o Enthusiasm to help clients. If this sounds like you apply directly or for further information speak to one of our specialist consultants quoting reference NJR15881
Sep 01, 2025
Full time
Wealth Management Assistant Coventry/Hybrid working (MUST be a driver) Salary up to £40,000 NJR is currently working with a well-established Wealth Management practice who provide a professional and bespoke Wealth Management service to their Private Client's, Business Owners, Trustees and Sports professionals and now have an excellent opportunity for an ambitious Wealth Management Executive to join their highly successful practice. The purpose of the role will be to provide administrative support to the Principal Partner to ensure that the relationships between the Practice and Private clients can be optimised. Maintain existing business with current clients, grow business relationships with current clients, and assist in bringing new clients on board. To support the Principal Partner when informing and advising clients on the financial strategies, plans and products, and organise the technical task, illustrations, and reports. The role will involve supporting their top performing Advisors, you will ned to have industry related experience to be considered for this role and be fully confident in processing new business and also able to adapt to a fast-paced working environment. Our Client offer a friendly working environment and culture, who also promote and encourage development within the business. Responsibilities o Support clients/Adviser by researching and analysing clients' requirements. o Prepare new business files, with the use of an external Paraplanner (where appropriate) taking full responsibility for the client files and back-office IT records throughout the advice process. o Deal effectively with queries from clients and other parties through effective communication. o Help clients better understand the full potential of our products. o Provide client/Adviser support in relation to existing client needs including but not limited to preparing valuations, withdrawals, deceased clients, change of address, change in client circumstances, pension sharing orders. o Provide support as required to all departments within the Practice, including the Management team. o Support the Practice to ensure the end-to-end business process is adhered to and tracked efficiently in line with Practice and regulatory standards. o Fully analyse clients' requirements, develop, where appropriate, cash flow models and accurately record client data. o Research and analyse financial products to meet client requirements and objectives. o Construct financial planning solutions investment, retirement, tax and estate planning supported by the production of computer models and reports. o Prepare client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models. o Deal with general client queries and attend client meetings with the Partner if required. o Work with other practice colleagues to ensure application and provider forms are prepared as required and clients are updated throughout the process. o Work within and stay up to date with template changes and advice notes. o Process New Business in line with SJP compliance guidelines. o Maintain accurate records of all client contact. o Answer incoming calls in a professional manner. o Provide an excellent level of customer service to Practice clients. o Adhoc project work that may be required from time to time. o Any other reasonable tasks that may be required by the Business. Knowledge and experience: o Previous paraplanning experience within an IFA or Wealth Management environment. o Minimum Level 4 Diploma PFS qualified or working towards it (or FPC qualified with significant industry experience). o Familiar with all major research systems (e.g. Analytics, Voyant etc.) o Experience of the Pension Transfer market, a knowledge of Final Salary Pension Transfer market would be desirable. o Experience of the administration of IHT and/or Investment products. o Demonstrates up to date knowledge of relevant regulation and legislation. Skills and behaviours: o Able to transpose information accurately. o Strong numeracy skills. o Comfortable using templated Suitability Letters. o Confident in dealing with third parties and can work with total discretion. o Highly organised with excellent communication skills. o Broad experience of Microsoft Office (Outlook, Word, PowerPoint, Excel). o Exceptional attention to detail. o Manages time effectively with the ability to multi-task. o Keeps calm when faced with conflicting demands and handles these effectively. o Demonstrates a positive attitude at all times. o Works well on own tasks as well as on shared goals as part of a team. o Enthusiasm to help clients. If this sounds like you apply directly or for further information speak to one of our specialist consultants quoting reference NJR15881
Location: Market Harborough Team Size: Small, collaborative team Salary: Competitive, based on experience About the Role: We are seeking an experienced and motivated Wills and Probate Fee Earner to join our friendly and supportive team in Market Harborough. You will manage your own caseload of private client matters, providing high-quality legal services with a personal touch. Key Responsibilities: Drafting wills, trusts, and lasting powers of attorney (LPAs) Advising clients on estate planning and inheritance tax Handling the full probate process from initial instruction to estate distribution Managing a varied caseload independently with minimal supervision Liaising with clients, beneficiaries, and third parties in a professional and empathetic manner Ensuring compliance with all regulatory and firm policies Requirements: Qualified Solicitor, Chartered Legal Executive, or experienced non-qualified fee earner Minimum 2 years' experience in wills and probate Strong technical knowledge of private client law Excellent communication and client care skills Ability to work independently and as part of a small team Proficient in case management systems and Microsoft Office What We Offer: Flexible working days (any 3 days per week) Supportive and close-knit team environment Modern office in a central Hinckley location Opportunities for continued professional development Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer. By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
Sep 01, 2025
Full time
Location: Market Harborough Team Size: Small, collaborative team Salary: Competitive, based on experience About the Role: We are seeking an experienced and motivated Wills and Probate Fee Earner to join our friendly and supportive team in Market Harborough. You will manage your own caseload of private client matters, providing high-quality legal services with a personal touch. Key Responsibilities: Drafting wills, trusts, and lasting powers of attorney (LPAs) Advising clients on estate planning and inheritance tax Handling the full probate process from initial instruction to estate distribution Managing a varied caseload independently with minimal supervision Liaising with clients, beneficiaries, and third parties in a professional and empathetic manner Ensuring compliance with all regulatory and firm policies Requirements: Qualified Solicitor, Chartered Legal Executive, or experienced non-qualified fee earner Minimum 2 years' experience in wills and probate Strong technical knowledge of private client law Excellent communication and client care skills Ability to work independently and as part of a small team Proficient in case management systems and Microsoft Office What We Offer: Flexible working days (any 3 days per week) Supportive and close-knit team environment Modern office in a central Hinckley location Opportunities for continued professional development Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer. By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
My client is recruiting for experienced Private Client Solicitors, Legal Executives or Paralegals to join their team on a fully remote basis. My clients award-winning firm stands apart from other practices; they are incredibly entrepreneurial, creative and offer great flexibility to their staff. They have a family friendly feel throughout the practice, they invest heavily in their staff and due to continued growth; they can offer strong prospects. They have acquired several businesses over recent years which have enabled them to become one of the UKs largest probate providers. Due to this unparalleled growth, they are able to provide a fast-track route for fee-earners to become Salaried Directors within three years, just by hitting your target in 3 non consecutive years. Their approach to business and their clients has put them ahead of competitors. They have core values that define who they are, how they operate and the services they offer. Their success is down to their people and the strong relationship they have built with their clients. The team Due to expansion they are recruiting for an experienced and highly skilled Private Client Lawyer to join the department. Everyone works in a cohesive environment but with the autonomy to run and develop their caseload and build client relationships. Many lawyers within the team are STEP members but everyone shares their expertise, knowledge and experience to support one another. The role You will take on an already existing case load of varied Private Client work which will consist of Wills, Probate, Administration of Estates, LPA s, Inheritance Tax Planning and Trusts. There is plenty of opportunity to grow and develop the work and you will be encouraged and given the independence to build relationships with other departments and external referrers. You will also be given the option to be actively involved with supporting and mentoring junior members of the department. Salary and Benefits • Fully remote working • Bonus scheme • Opportunity for quarterly and annual salary increases through our employee incentive scheme • Company pension scheme • Death in service benefit • Exclusive employee discounts • SMART health program • Significant career progression opportunities, including STEP certification and potential advancement to Director level Should you have any questions or wish to apply please do not hesitate to contact Clear Legal and Financial Recruitment. Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days, please assume your application has been unsuccessful.
Sep 01, 2025
Full time
My client is recruiting for experienced Private Client Solicitors, Legal Executives or Paralegals to join their team on a fully remote basis. My clients award-winning firm stands apart from other practices; they are incredibly entrepreneurial, creative and offer great flexibility to their staff. They have a family friendly feel throughout the practice, they invest heavily in their staff and due to continued growth; they can offer strong prospects. They have acquired several businesses over recent years which have enabled them to become one of the UKs largest probate providers. Due to this unparalleled growth, they are able to provide a fast-track route for fee-earners to become Salaried Directors within three years, just by hitting your target in 3 non consecutive years. Their approach to business and their clients has put them ahead of competitors. They have core values that define who they are, how they operate and the services they offer. Their success is down to their people and the strong relationship they have built with their clients. The team Due to expansion they are recruiting for an experienced and highly skilled Private Client Lawyer to join the department. Everyone works in a cohesive environment but with the autonomy to run and develop their caseload and build client relationships. Many lawyers within the team are STEP members but everyone shares their expertise, knowledge and experience to support one another. The role You will take on an already existing case load of varied Private Client work which will consist of Wills, Probate, Administration of Estates, LPA s, Inheritance Tax Planning and Trusts. There is plenty of opportunity to grow and develop the work and you will be encouraged and given the independence to build relationships with other departments and external referrers. You will also be given the option to be actively involved with supporting and mentoring junior members of the department. Salary and Benefits • Fully remote working • Bonus scheme • Opportunity for quarterly and annual salary increases through our employee incentive scheme • Company pension scheme • Death in service benefit • Exclusive employee discounts • SMART health program • Significant career progression opportunities, including STEP certification and potential advancement to Director level Should you have any questions or wish to apply please do not hesitate to contact Clear Legal and Financial Recruitment. Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days, please assume your application has been unsuccessful.
Sue Ross Legal are recruiting on behalf of an established and respected law firm in South Yorkshire who are seeking an experienced Wills & Probate Solicitor to join its busy and expanding Private Client department. This is a fantastic opportunity for a driven legal professional looking to take the next step in their career with a progressive and supportive firm. The Role You will manage a varied caseload of private client matters including: Drafting wills and advising on estate planning Administering estates, including intestate estates Preparing Lasting Powers of Attorney and dealing with Court of Protection matters Advising clients on inheritance tax and trusts Working closely with clients in a compassionate and professional manner The Ideal Candidate: Qualified Solicitor or Chartered Legal Executive with 2+ years PQE in Wills, Probate, and Private Client work STEP qualification or working towards it is desirable, but not essential Strong communication skills and a client-focused approach Ability to manage a full caseload independently Genuine interest in building long-term client relationships What We Offer: Competitive salary package commensurate with experience Opportunities for career progression Supportive working environment with emphasis on work-life balance Ongoing training and development Friendly and collaborative team culture This is a great opportunity to join a firm with a long-standing reputation for delivering high-quality legal services to individuals and families across the region. If you are looking for a new challenge in a thriving Private Client department, we would love to hear from you! Unfortunately due to the number of applications we receive, we are unable to provide individual feedback to all applicants. Please assume that if you do not hear from us within 72 hours that your application has been unsuccessful on this occasion. May we take this opportunity to thank you for expressing an interest in one of our roles and wish you the very best in your search for employment.
Sep 01, 2025
Full time
Sue Ross Legal are recruiting on behalf of an established and respected law firm in South Yorkshire who are seeking an experienced Wills & Probate Solicitor to join its busy and expanding Private Client department. This is a fantastic opportunity for a driven legal professional looking to take the next step in their career with a progressive and supportive firm. The Role You will manage a varied caseload of private client matters including: Drafting wills and advising on estate planning Administering estates, including intestate estates Preparing Lasting Powers of Attorney and dealing with Court of Protection matters Advising clients on inheritance tax and trusts Working closely with clients in a compassionate and professional manner The Ideal Candidate: Qualified Solicitor or Chartered Legal Executive with 2+ years PQE in Wills, Probate, and Private Client work STEP qualification or working towards it is desirable, but not essential Strong communication skills and a client-focused approach Ability to manage a full caseload independently Genuine interest in building long-term client relationships What We Offer: Competitive salary package commensurate with experience Opportunities for career progression Supportive working environment with emphasis on work-life balance Ongoing training and development Friendly and collaborative team culture This is a great opportunity to join a firm with a long-standing reputation for delivering high-quality legal services to individuals and families across the region. If you are looking for a new challenge in a thriving Private Client department, we would love to hear from you! Unfortunately due to the number of applications we receive, we are unable to provide individual feedback to all applicants. Please assume that if you do not hear from us within 72 hours that your application has been unsuccessful on this occasion. May we take this opportunity to thank you for expressing an interest in one of our roles and wish you the very best in your search for employment.
Job Title: Private Client Solicitor / Legal Executive 2 PQE Salary: Competitive dependent on experience Location: Woolton, Liverpool (Office-based with some remote working flexibility) Job Type: Full-Time, Permanent About the Role: A busy and well-regarded legal team is looking for a Private Client Solicitor or Legal Executive with a minimum of 2 years PQE to join their Woolton office. This is a varied and client-facing role where you ll manage a broad caseload of Private Client matters, working closely with high-net-worth clients and providing expert advice on Probate, Wills, Trusts, Estate and Tax Planning, and Services for the Elderly. You ll have plenty of direct client contact and will work both independently and collaboratively within a supportive, vibrant team environment. This is a fantastic opportunity for someone looking to develop their expertise further within an established and respected firm. Key Responsibilities: Manage your own caseload of Private Client matters Handle day-to-day client communications, both in person and remotely Liaise with the probate registry, courts, HM Land Registry, HMRC, experts, and agencies Deal with the administration of estates Proactively develop new business opportunities and maintain existing contacts Collaborate with the marketing team to produce blog content on Private Client topics What We re Looking For: Minimum 2 years PQE in Private Client law Proven experience working with HNW clients on Probate, Wills, Trusts, Estate/Tax Planning, and Services for the Elderly (essential) Property law experience (desirable) Ability to drive and access to own vehicle (desirable) Strong work ethic, self-motivated, and proactive approach Organised with excellent time management skills and the ability to prioritise Confident, professional communication skills with clients and colleagues Flexible and adaptable to client and team needs Experience using Case Management Systems and Laserforms (essential) Proficient in Excel (essential) Benefits Include: Competitive salary based on experience Opportunity to work with high-quality clients and cases Supportive team culture in a well-established firm Career development and progression opportunities This vacancy is being handled by Aspire Recruitment. Please be aware we receive a high volume of applications and regularly receive applications from candidates who exceed the job credentials. We will only contact you within the next 14 days if you are selected for interview. Should you apply for this role, we will process your data as detailed in our Privacy Policy and by applying for this opportunity I agree that Aspire Recruitment will keep me informed about potential employment opportunities regularly and that I can choose to opt out of receiving information at any time
Sep 01, 2025
Contractor
Job Title: Private Client Solicitor / Legal Executive 2 PQE Salary: Competitive dependent on experience Location: Woolton, Liverpool (Office-based with some remote working flexibility) Job Type: Full-Time, Permanent About the Role: A busy and well-regarded legal team is looking for a Private Client Solicitor or Legal Executive with a minimum of 2 years PQE to join their Woolton office. This is a varied and client-facing role where you ll manage a broad caseload of Private Client matters, working closely with high-net-worth clients and providing expert advice on Probate, Wills, Trusts, Estate and Tax Planning, and Services for the Elderly. You ll have plenty of direct client contact and will work both independently and collaboratively within a supportive, vibrant team environment. This is a fantastic opportunity for someone looking to develop their expertise further within an established and respected firm. Key Responsibilities: Manage your own caseload of Private Client matters Handle day-to-day client communications, both in person and remotely Liaise with the probate registry, courts, HM Land Registry, HMRC, experts, and agencies Deal with the administration of estates Proactively develop new business opportunities and maintain existing contacts Collaborate with the marketing team to produce blog content on Private Client topics What We re Looking For: Minimum 2 years PQE in Private Client law Proven experience working with HNW clients on Probate, Wills, Trusts, Estate/Tax Planning, and Services for the Elderly (essential) Property law experience (desirable) Ability to drive and access to own vehicle (desirable) Strong work ethic, self-motivated, and proactive approach Organised with excellent time management skills and the ability to prioritise Confident, professional communication skills with clients and colleagues Flexible and adaptable to client and team needs Experience using Case Management Systems and Laserforms (essential) Proficient in Excel (essential) Benefits Include: Competitive salary based on experience Opportunity to work with high-quality clients and cases Supportive team culture in a well-established firm Career development and progression opportunities This vacancy is being handled by Aspire Recruitment. Please be aware we receive a high volume of applications and regularly receive applications from candidates who exceed the job credentials. We will only contact you within the next 14 days if you are selected for interview. Should you apply for this role, we will process your data as detailed in our Privacy Policy and by applying for this opportunity I agree that Aspire Recruitment will keep me informed about potential employment opportunities regularly and that I can choose to opt out of receiving information at any time
My client is recruiting for experienced Private Client Solicitors, Legal Executives or Paralegals to join their team on a fully remote basis. My clients award-winning firm stands apart from other practices; they are incredibly entrepreneurial, creative and offer great flexibility to their staff. They have a family friendly feel throughout the practice, they invest heavily in their staff and due to continued growth; they can offer strong prospects. They have acquired several businesses over recent years which have enabled them to become one of the UKs largest probate providers. Due to this unparalleled growth, they are able to provide a fast-track route for fee-earners to become Salaried Directors within three years, just by hitting your target in 3 non consecutive years. Their approach to business and their clients has put them ahead of competitors. They have core values that define who they are, how they operate and the services they offer. Their success is down to their people and the strong relationship they have built with their clients. The team Due to expansion they are recruiting for an experienced and highly skilled Private Client Lawyer to join the department. Everyone works in a cohesive environment but with the autonomy to run and develop their caseload and build client relationships. Many lawyers within the team are STEP members but everyone shares their expertise, knowledge and experience to support one another. The role You will take on an already existing case load of varied Private Client work which will consist of Wills, Probate, Administration of Estates, LPA s, Inheritance Tax Planning and Trusts. There is plenty of opportunity to grow and develop the work and you will be encouraged and given the independence to build relationships with other departments and external referrers. You will also be given the option to be actively involved with supporting and mentoring junior members of the department. Salary and Benefits • Fully remote working • Bonus scheme • Opportunity for quarterly and annual salary increases through our employee incentive scheme • Company pension scheme • Death in service benefit • Exclusive employee discounts • SMART health program • Significant career progression opportunities, including STEP certification and potential advancement to Director level Should you have any questions or wish to apply please do not hesitate to contact Clear Legal and Financial Recruitment. Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days, please assume your application has been unsuccessful.
Sep 01, 2025
Full time
My client is recruiting for experienced Private Client Solicitors, Legal Executives or Paralegals to join their team on a fully remote basis. My clients award-winning firm stands apart from other practices; they are incredibly entrepreneurial, creative and offer great flexibility to their staff. They have a family friendly feel throughout the practice, they invest heavily in their staff and due to continued growth; they can offer strong prospects. They have acquired several businesses over recent years which have enabled them to become one of the UKs largest probate providers. Due to this unparalleled growth, they are able to provide a fast-track route for fee-earners to become Salaried Directors within three years, just by hitting your target in 3 non consecutive years. Their approach to business and their clients has put them ahead of competitors. They have core values that define who they are, how they operate and the services they offer. Their success is down to their people and the strong relationship they have built with their clients. The team Due to expansion they are recruiting for an experienced and highly skilled Private Client Lawyer to join the department. Everyone works in a cohesive environment but with the autonomy to run and develop their caseload and build client relationships. Many lawyers within the team are STEP members but everyone shares their expertise, knowledge and experience to support one another. The role You will take on an already existing case load of varied Private Client work which will consist of Wills, Probate, Administration of Estates, LPA s, Inheritance Tax Planning and Trusts. There is plenty of opportunity to grow and develop the work and you will be encouraged and given the independence to build relationships with other departments and external referrers. You will also be given the option to be actively involved with supporting and mentoring junior members of the department. Salary and Benefits • Fully remote working • Bonus scheme • Opportunity for quarterly and annual salary increases through our employee incentive scheme • Company pension scheme • Death in service benefit • Exclusive employee discounts • SMART health program • Significant career progression opportunities, including STEP certification and potential advancement to Director level Should you have any questions or wish to apply please do not hesitate to contact Clear Legal and Financial Recruitment. Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days, please assume your application has been unsuccessful.
Are you a Private Client Solicitor, CILEX or Probate Executive seeking a new role in the Littlehampton area which is offering hybrid working? You will be joining a small team of this 3 Partner high street practice working from the firms Rustington office closely alongside a Probate Partner, a Fee Earner, and supported by 2 Legal Assistants. The successful lawyer will be advising on personal Tax matters (IHT & CGT), dealing with Probate & Estate work, drafting Wills & LPAs, and ideally have some knowledge of Trusts and COP/deputyship work. Individuals will need to be IT literate and have experience/be comfortable working with Case Management systems. Home/remote working is also on offer 2 days a week, flexibility around days/hours also considered.
Sep 01, 2025
Full time
Are you a Private Client Solicitor, CILEX or Probate Executive seeking a new role in the Littlehampton area which is offering hybrid working? You will be joining a small team of this 3 Partner high street practice working from the firms Rustington office closely alongside a Probate Partner, a Fee Earner, and supported by 2 Legal Assistants. The successful lawyer will be advising on personal Tax matters (IHT & CGT), dealing with Probate & Estate work, drafting Wills & LPAs, and ideally have some knowledge of Trusts and COP/deputyship work. Individuals will need to be IT literate and have experience/be comfortable working with Case Management systems. Home/remote working is also on offer 2 days a week, flexibility around days/hours also considered.
Private Client Fee Earner - Multiple Locations (Loughborough, Leicester, Derby, Nottingham, or Bingham) Locations: Loughborough, Leicester, Derby, Nottingham, or Bingham (your choice) Job Type: Full-time, Permanent Salary: Competitive, based on experience Experience Level: 2+ years PQE or equivalent experience Are you a compassionate and detail-oriented legal professional with a passion for private client work? We're looking for a skilled Private Client Fee Earner to join a well-regarded legal team with the flexibility to be based in one of three welcoming offices: Loughborough, Nottingham, or Bingham. About the Role You'll manage a varied caseload of private client matters, delivering high-quality legal advice with empathy and professionalism. Your work will include: Wills and estate planning Probate and estate administration Lasting Powers of Attorney Court of Protection matters Trusts and inheritance tax planning You'll be part of a supportive and collaborative team that values client care and professional growth. Key Responsibilities Managing your own caseload from initial instruction to completion Drafting wills, LPAs, and trust documents Advising clients on estate planning and tax implications Handling probate applications and estate administration Maintaining accurate records and meeting billing targets Supporting business development and client engagement What We're Looking For A qualified solicitor, legal executive, or experienced paralegal with a strong background in private client law STEP qualification (or working towards it) is desirable but not essential Excellent communication and interpersonal skills A sensitive and client-focused approach Strong organisational and time management abilities What's on Offer Competitive salary and benefits package Choice of office location: Loughborough, Nottingham, or Bingham Supportive and friendly working environment Opportunities for career progression and further training Flexible working arrangements considered Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer. By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
Sep 01, 2025
Full time
Private Client Fee Earner - Multiple Locations (Loughborough, Leicester, Derby, Nottingham, or Bingham) Locations: Loughborough, Leicester, Derby, Nottingham, or Bingham (your choice) Job Type: Full-time, Permanent Salary: Competitive, based on experience Experience Level: 2+ years PQE or equivalent experience Are you a compassionate and detail-oriented legal professional with a passion for private client work? We're looking for a skilled Private Client Fee Earner to join a well-regarded legal team with the flexibility to be based in one of three welcoming offices: Loughborough, Nottingham, or Bingham. About the Role You'll manage a varied caseload of private client matters, delivering high-quality legal advice with empathy and professionalism. Your work will include: Wills and estate planning Probate and estate administration Lasting Powers of Attorney Court of Protection matters Trusts and inheritance tax planning You'll be part of a supportive and collaborative team that values client care and professional growth. Key Responsibilities Managing your own caseload from initial instruction to completion Drafting wills, LPAs, and trust documents Advising clients on estate planning and tax implications Handling probate applications and estate administration Maintaining accurate records and meeting billing targets Supporting business development and client engagement What We're Looking For A qualified solicitor, legal executive, or experienced paralegal with a strong background in private client law STEP qualification (or working towards it) is desirable but not essential Excellent communication and interpersonal skills A sensitive and client-focused approach Strong organisational and time management abilities What's on Offer Competitive salary and benefits package Choice of office location: Loughborough, Nottingham, or Bingham Supportive and friendly working environment Opportunities for career progression and further training Flexible working arrangements considered Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer. By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
Vitae Financial Recruitment
Cambridge, Cambridgeshire
Group Financial Accounting Manager 65,000 - 75,000 + Great benefits package Cambridge (2-3 days in the office) Our client, a leading force within their chosen sector, has a key opening within their group finance team for a technically strong finance professional with a strong consolidation skillset. The principal purpose of the role is to ensure timely production of high-quality group consolidated monthly financial and management accounts, which are regularly reviewed by the senior executive team. Key responsibilities will include: - Run the main group close process and produce the monthly group consolidated management accounts, including reviewing, and analysing intercompany reports, preparing balance sheet reconciliations, and reviewing Group cashflows. - Prepare statutory accounts for legacy group entities, including audited consolidated accounts, ensuring all statutory filing deadlines are met. - Simplify and eliminate elements of the previous holding structure, including offsetting intercompany loan balances and instruments. - Work closely with the Group Tax Manager to assess the tax implications of structural changes and maximise tax efficiencies. - Produce quarterly forecast group consolidated management accounts, annual budget and various strategic forecasts. - Review monthly financial submissions from operating businesses, liaising with colleagues to ensure compliance of reported results with Group policy. - Review the monthly management report to Senior executives. - Prepare monthly reporting financial packs for the Head Office. - Work with the Group Management Accountant and Group System Accountant to develop and evolve reporting input schedules and templates to maximise the accuracy of data entry - Work with and challenge CFO to continually improve quality of management accounting and reporting. - Provide deliverables for the Annual and Interim external audit. The successful candidate will be professionally qualified (ACA, CIMA, ACCA) and have a proven track record of producing group consolidated management accounts. They will have experienced IFRS accounting and be able to give multiple examples of when they have added value across a complex private equity funded setup. In return, our client offers a working culture that is professional but social, diverse but inclusive and an environment where effort and performance are acknowledged and rewarded accordingly. AGY - Vitae Financial Recruitment We Exist To Be Different - Membership NOT Registration
Sep 01, 2025
Full time
Group Financial Accounting Manager 65,000 - 75,000 + Great benefits package Cambridge (2-3 days in the office) Our client, a leading force within their chosen sector, has a key opening within their group finance team for a technically strong finance professional with a strong consolidation skillset. The principal purpose of the role is to ensure timely production of high-quality group consolidated monthly financial and management accounts, which are regularly reviewed by the senior executive team. Key responsibilities will include: - Run the main group close process and produce the monthly group consolidated management accounts, including reviewing, and analysing intercompany reports, preparing balance sheet reconciliations, and reviewing Group cashflows. - Prepare statutory accounts for legacy group entities, including audited consolidated accounts, ensuring all statutory filing deadlines are met. - Simplify and eliminate elements of the previous holding structure, including offsetting intercompany loan balances and instruments. - Work closely with the Group Tax Manager to assess the tax implications of structural changes and maximise tax efficiencies. - Produce quarterly forecast group consolidated management accounts, annual budget and various strategic forecasts. - Review monthly financial submissions from operating businesses, liaising with colleagues to ensure compliance of reported results with Group policy. - Review the monthly management report to Senior executives. - Prepare monthly reporting financial packs for the Head Office. - Work with the Group Management Accountant and Group System Accountant to develop and evolve reporting input schedules and templates to maximise the accuracy of data entry - Work with and challenge CFO to continually improve quality of management accounting and reporting. - Provide deliverables for the Annual and Interim external audit. The successful candidate will be professionally qualified (ACA, CIMA, ACCA) and have a proven track record of producing group consolidated management accounts. They will have experienced IFRS accounting and be able to give multiple examples of when they have added value across a complex private equity funded setup. In return, our client offers a working culture that is professional but social, diverse but inclusive and an environment where effort and performance are acknowledged and rewarded accordingly. AGY - Vitae Financial Recruitment We Exist To Be Different - Membership NOT Registration
Private Client Solicitor Opportunity - Regional Law Firm with Outstanding Reputation Location: Birmingham Role: Private Client Solicitor Are you a Private Client Solicitor looking to join a firm where you'll feel truly valued, supported, and part of a team with an outstanding reputation in the local community? This regional law firm has been trusted for generations, with a long history of providing expert legal services and building lasting client relationships. What sets them apart is not just their heritage, but their forward-thinking, flexible approach. Here, you'll have the autonomy to manage your diary in a way that works best for you - whether that means balancing family commitments, client demands, or simply structuring your day for maximum productivity. Why Join This Firm? Reputation & Trust - A well-established name in the community, synonymous with high-quality client service. Flexibility - Genuine autonomy to manage your time and caseload around your lifestyle. Supportive Culture - A friendly, collaborative team that values your input and growth. Career Development - Clear progression opportunities within a stable, respected practice. Day-to-Day Responsibilities As a Private Client Solicitor, you'll manage a varied caseload, which may include: Drafting Wills and Trusts tailored to client needs. Advising on estate planning and inheritance tax. Administering estates and dealing with probate matters. Preparing and registering Lasting Powers of Attorney. Building and maintaining strong client relationships, ensuring a compassionate and professional service. Supporting business development initiatives to strengthen the firm's presence in the community. About You A qualified Solicitor or Legal Executive Experience across a broad range of private client matters. A client-focused approach, with excellent communication skills. Ability to manage your own caseload independently, while contributing to a supportive team environment. What's on Offer Competitive salary package (DOE). Hybrid and flexible working - manage your diary your way. The opportunity to be part of a highly regarded regional firm with genuine roots in the community. A friendly, down-to-earth working culture with strong staff retention. At Gleeson Recruitment Group, we embrace inclusivity and welcome applicants of all backgrounds, experiences, and abilities. We are proud to be a disability confident employer. By applying you will be registered as a candidate with Gleeson Recruitment Limited. Our Privacy Policy is available on our website and explains how we will use your data.
Sep 01, 2025
Full time
Private Client Solicitor Opportunity - Regional Law Firm with Outstanding Reputation Location: Birmingham Role: Private Client Solicitor Are you a Private Client Solicitor looking to join a firm where you'll feel truly valued, supported, and part of a team with an outstanding reputation in the local community? This regional law firm has been trusted for generations, with a long history of providing expert legal services and building lasting client relationships. What sets them apart is not just their heritage, but their forward-thinking, flexible approach. Here, you'll have the autonomy to manage your diary in a way that works best for you - whether that means balancing family commitments, client demands, or simply structuring your day for maximum productivity. Why Join This Firm? Reputation & Trust - A well-established name in the community, synonymous with high-quality client service. Flexibility - Genuine autonomy to manage your time and caseload around your lifestyle. Supportive Culture - A friendly, collaborative team that values your input and growth. Career Development - Clear progression opportunities within a stable, respected practice. Day-to-Day Responsibilities As a Private Client Solicitor, you'll manage a varied caseload, which may include: Drafting Wills and Trusts tailored to client needs. Advising on estate planning and inheritance tax. Administering estates and dealing with probate matters. Preparing and registering Lasting Powers of Attorney. Building and maintaining strong client relationships, ensuring a compassionate and professional service. Supporting business development initiatives to strengthen the firm's presence in the community. About You A qualified Solicitor or Legal Executive Experience across a broad range of private client matters. A client-focused approach, with excellent communication skills. Ability to manage your own caseload independently, while contributing to a supportive team environment. What's on Offer Competitive salary package (DOE). Hybrid and flexible working - manage your diary your way. The opportunity to be part of a highly regarded regional firm with genuine roots in the community. A friendly, down-to-earth working culture with strong staff retention. At Gleeson Recruitment Group, we embrace inclusivity and welcome applicants of all backgrounds, experiences, and abilities. We are proud to be a disability confident employer. By applying you will be registered as a candidate with Gleeson Recruitment Limited. Our Privacy Policy is available on our website and explains how we will use your data.
Our client is a leading Law Firm with offices in Suffolk, Essex & London. They are currently looking to a an experienced Private Client Lawyer to join their team. This role can be based in Colchester or Ipswich. The Role: We are seeking a talented and motivated Private Client Lawyer with demonstrable experience in contentious probate to join our well regarded Private Client team. This role offers an excellent opportunity to develop a varied caseload, working with a broad client base on both non-contentious and contentious matters. You will play a key part in delivering high-quality legal advice and representation in inheritance disputes, will challenges, and estate administration issues, while also supporting the team in broader private client services such as wills and LPAs. The Candidate: Qualified Solicitor or Legal Executive - all PQE considered Experience in wills, powers of attorney and probate applications Experience in contentious probate is essential Experience in tax and trusts is desirable but not essential Excellent communication and client care skills Commercial awareness and a proactive approach to business development Benefits: 25 days holiday per year (increasing with years of service) A generous uncapped quarterly bonus (15% of any billed work over target - paid quarterly) Low monthly fee targets In addition to flexible working, ability to work from home 2 days per week (T&Cs apply) Contractually enhanced maternity and paternity pay Contractually enhanced sick pay Shop discounts scheme Employee Recruitment Referral Policy Individual legal services discounts for employee's family and friends Annual firmwide social events (2 x annually) Weekly staff updates - delivered across all office locations via teams by the Managing Partner 1-year anniversary benefit - 100 or 1 days holiday for that year Monthly travel contribution (years of service dependent) In-house mental health first aid team Employee Assistance Programme Dress for your Day Policy Glasses lenses reimbursement scheme Private healthcare (years of service dependent) Income protection (years of service dependent) Life Assurance (3 x salary - years of service dependent) Please apply with an up to date CV. Job Type: Full-time Pay: 35,000.00- 60,000.00 per year Additional pay: Bonus scheme Quarterly bonus
Sep 01, 2025
Full time
Our client is a leading Law Firm with offices in Suffolk, Essex & London. They are currently looking to a an experienced Private Client Lawyer to join their team. This role can be based in Colchester or Ipswich. The Role: We are seeking a talented and motivated Private Client Lawyer with demonstrable experience in contentious probate to join our well regarded Private Client team. This role offers an excellent opportunity to develop a varied caseload, working with a broad client base on both non-contentious and contentious matters. You will play a key part in delivering high-quality legal advice and representation in inheritance disputes, will challenges, and estate administration issues, while also supporting the team in broader private client services such as wills and LPAs. The Candidate: Qualified Solicitor or Legal Executive - all PQE considered Experience in wills, powers of attorney and probate applications Experience in contentious probate is essential Experience in tax and trusts is desirable but not essential Excellent communication and client care skills Commercial awareness and a proactive approach to business development Benefits: 25 days holiday per year (increasing with years of service) A generous uncapped quarterly bonus (15% of any billed work over target - paid quarterly) Low monthly fee targets In addition to flexible working, ability to work from home 2 days per week (T&Cs apply) Contractually enhanced maternity and paternity pay Contractually enhanced sick pay Shop discounts scheme Employee Recruitment Referral Policy Individual legal services discounts for employee's family and friends Annual firmwide social events (2 x annually) Weekly staff updates - delivered across all office locations via teams by the Managing Partner 1-year anniversary benefit - 100 or 1 days holiday for that year Monthly travel contribution (years of service dependent) In-house mental health first aid team Employee Assistance Programme Dress for your Day Policy Glasses lenses reimbursement scheme Private healthcare (years of service dependent) Income protection (years of service dependent) Life Assurance (3 x salary - years of service dependent) Please apply with an up to date CV. Job Type: Full-time Pay: 35,000.00- 60,000.00 per year Additional pay: Bonus scheme Quarterly bonus
Gleeson Recruitment Group
Cheltenham, Gloucestershire
Private Client Lawyer - Cheltenham Are you a Private Client Lawyer ready to take the next step in your career? This is a brilliant opportunity to join a well-regarded Cheltenham firm where you'll be more than just a lawyer - you'll be part of a supportive, close-knit team that works together to deliver the very best service to clients. With deep roots in the local community and long-standing relationships that span generations, this firm offers you the chance to build a career in an environment where collaboration, growth, and professional development are genuinely encouraged. Why this firm? Community Presence : With a proud heritage and trusted reputation, the firm is a cornerstone of the local area - you'll be joining a team that is genuinely embedded in Cheltenham's community. Varied Caseload : You'll enjoy a broad mix of private client work, from wills, probate and trusts to estate planning and tax matters, giving you both variety and the chance to develop your expertise. Client Relationships : The firm values personal service and building lasting connections, so you'll have the chance to work closely with loyal, long-standing clients as well as new referrals. Supportive Team : You'll be part of a friendly, collaborative team that supports professional growth and encourages you to shape your career in line with your ambitions. Work-Life Balance : With a strong commitment to wellbeing and flexibility, this is an environment where you can thrive both professionally and personally. What we're looking for A qualified Solicitor or Legal Executive with experience in private client matters. Someone who enjoys building relationships and delivering clear, practical advice. A proactive lawyer who values quality of service and wants to be part of a trusted, community-driven firm. This is a brilliant opportunity to take on a rewarding role within a firm that offers both stability and the scope to grow. If you're seeking a position where your work will make a real impact on clients' lives - while being part of a well-established and supportive team - this could be the perfect fit. Location: Cheltenham Salary: Competitive, dependent on experience At Gleeson Recruitment Group, we embrace inclusivity and welcome applicants of all backgrounds, experiences, and abilities. We are proud to be a disability confident employer. By applying you will be registered as a candidate with Gleeson Recruitment Limited. Our Privacy Policy is available on our website and explains how we will use your data.
Sep 01, 2025
Full time
Private Client Lawyer - Cheltenham Are you a Private Client Lawyer ready to take the next step in your career? This is a brilliant opportunity to join a well-regarded Cheltenham firm where you'll be more than just a lawyer - you'll be part of a supportive, close-knit team that works together to deliver the very best service to clients. With deep roots in the local community and long-standing relationships that span generations, this firm offers you the chance to build a career in an environment where collaboration, growth, and professional development are genuinely encouraged. Why this firm? Community Presence : With a proud heritage and trusted reputation, the firm is a cornerstone of the local area - you'll be joining a team that is genuinely embedded in Cheltenham's community. Varied Caseload : You'll enjoy a broad mix of private client work, from wills, probate and trusts to estate planning and tax matters, giving you both variety and the chance to develop your expertise. Client Relationships : The firm values personal service and building lasting connections, so you'll have the chance to work closely with loyal, long-standing clients as well as new referrals. Supportive Team : You'll be part of a friendly, collaborative team that supports professional growth and encourages you to shape your career in line with your ambitions. Work-Life Balance : With a strong commitment to wellbeing and flexibility, this is an environment where you can thrive both professionally and personally. What we're looking for A qualified Solicitor or Legal Executive with experience in private client matters. Someone who enjoys building relationships and delivering clear, practical advice. A proactive lawyer who values quality of service and wants to be part of a trusted, community-driven firm. This is a brilliant opportunity to take on a rewarding role within a firm that offers both stability and the scope to grow. If you're seeking a position where your work will make a real impact on clients' lives - while being part of a well-established and supportive team - this could be the perfect fit. Location: Cheltenham Salary: Competitive, dependent on experience At Gleeson Recruitment Group, we embrace inclusivity and welcome applicants of all backgrounds, experiences, and abilities. We are proud to be a disability confident employer. By applying you will be registered as a candidate with Gleeson Recruitment Limited. Our Privacy Policy is available on our website and explains how we will use your data.
Payroll Executive for Top 15 Firm, Reading Payroll Executive - Reading Permanent, Full-Time Negotiable + Excellent Flexible Benefits We are a well-established and growing top 15 Accountancy firm with a strong reputation for providing a high-quality service, with areas of technical expertise in the following areas: Corporate Business, Non-Profit, Pension Funds, Professional Practice, and Private Clients. We are currently looking for a Payroll Executive to join our dedicated Payroll team in the central Reading office. The role is full-time and permanent. You will be allocated your own portfolio of clients and will be responsible for the day-to-day processing of weekly and monthly payrolls, including starters, leavers, personal changes, holiday pay, statutory payments and making BACS payments via the payroll software. You will be supported by the existing members of the payroll team and between your service in excess of 220 clients. To be considered, you will have a minimum of 3 years' payroll experience within a professional practice environment. Knowledge of RTI and Auto Enrolment is essential, as well as the ability to understand and break down payslips and re-perform tax calculations manually. Experience of IRIS Payroll Professional is preferable but not essential. Good time management skills are required, as well as excellent PC skills, including Excel and Word. You must have exceptional customer service and communication skills as you will be dealing with queries from clients via e-mail and telephone. Your communication and relationship building must be to a very high standard as we pride ourselves on providing a high level of service to our clients at all time. Essential Requirements are: Extensive experience in running payrolls from start to finish, including all statutory calculations, RTI and year-endDealing with multiple/complex payrollsExcellent communication skills to liaise with clients/HMRC You must be hands-on, proactive, with attention to detail, someone who can create a process and then drive it forward.Strong team playerCIPP qualification preferred, but not essential.Experience of IRIS Payroll Professional would be an advantage; training will be given. #
Sep 01, 2025
Full time
Payroll Executive for Top 15 Firm, Reading Payroll Executive - Reading Permanent, Full-Time Negotiable + Excellent Flexible Benefits We are a well-established and growing top 15 Accountancy firm with a strong reputation for providing a high-quality service, with areas of technical expertise in the following areas: Corporate Business, Non-Profit, Pension Funds, Professional Practice, and Private Clients. We are currently looking for a Payroll Executive to join our dedicated Payroll team in the central Reading office. The role is full-time and permanent. You will be allocated your own portfolio of clients and will be responsible for the day-to-day processing of weekly and monthly payrolls, including starters, leavers, personal changes, holiday pay, statutory payments and making BACS payments via the payroll software. You will be supported by the existing members of the payroll team and between your service in excess of 220 clients. To be considered, you will have a minimum of 3 years' payroll experience within a professional practice environment. Knowledge of RTI and Auto Enrolment is essential, as well as the ability to understand and break down payslips and re-perform tax calculations manually. Experience of IRIS Payroll Professional is preferable but not essential. Good time management skills are required, as well as excellent PC skills, including Excel and Word. You must have exceptional customer service and communication skills as you will be dealing with queries from clients via e-mail and telephone. Your communication and relationship building must be to a very high standard as we pride ourselves on providing a high level of service to our clients at all time. Essential Requirements are: Extensive experience in running payrolls from start to finish, including all statutory calculations, RTI and year-endDealing with multiple/complex payrollsExcellent communication skills to liaise with clients/HMRC You must be hands-on, proactive, with attention to detail, someone who can create a process and then drive it forward.Strong team playerCIPP qualification preferred, but not essential.Experience of IRIS Payroll Professional would be an advantage; training will be given. #
The Global Fixed Income, Currency and Commodities team (GFICC) at J.P. Morgan Asset Management is one of the world's deepest and best-resourced fixed income managers, with expertise across all major fixed income sectors, including niche markets. Every investment decision in our fixed income solutions is underpinned by the proprietary research of a globally integrated team of sector specialists. Our shared research language, combining fundamental, quantitative valuation and technical inputs, facilitates the comparison of ideas across sectors and geographies. Global Fixed Income, Currency and Commodities manages a broad range of strategies, through funds and/or separate accounts, including investment grade credit, high yield, emerging market debt, unconstrained and aggregate strategies, long duration, stable value, FX, short duration, global bonds, structured products, mortgages and tax-aware strategies. Role Summary Our team puts clients first so we are looking for candidates that share our enthusiasm for delivering a first class client experience through an engaging and proactive sales approach. We are seeking a team-oriented self-starter who displays initiative and a positive attitude, a high level of integrity and the motivation to develop market opportunities. As an Investment Specialist, you will actively engage in maintaining and developing relationships between the investment desks and distribution teams. You will represent your investment team on business related matters, including, but not limited to marketing, product development and sales/retention strategy. Most importantly, we believe in doing 'first class business in a first class way'. Therefore, you should share our passion for creating an exceptional client experience and managing our business in an ethical and compliant way. Job Responsibilities You will be responsible for Unconstrained Fixed Income EMEA and will work closely with the CIO, portfolio managers and other Investment specialist in London, Mumbai and New York to coordinate the efforts across the global team Work closely with our client advisors across channels to represent Unconstrained Fixed Income strategies and develop business across EMEA Collaborate with product development You will engage with key clients around macro views and represent the Credit investment team in various forums You will know the portfolios you represent as if you are the Portfolio Manager ("PM"). You will be fully integrated with the investment team to ensure that as much of the PM's time as possible is devoted to investing. Be accountable for client and RFP materials as well as internal marketing tools, and to promote the strategies we represent internally and externally. Engagement with the sales teams across distribution channels is essential to jointly develop distribution strategy, targets and tactical plans. Required qualifications, capabilities and skills Extensive knowledge and experience in Global fixed income markets and a knowledge across a number of different fixed income sectors given the nature of Unconstrained Fixed Income Demonstrated track record in developing business across a range of investor segments, including retail, institutional and sovereign. Developed interpersonal, presentation skills and ability to deal with clients and colleagues at all levels Proven leadership skills Excellent time management - able to prioritise issues and respond in a timely manner Strong communication skills, both written and oral Preferred qualifications, capabilities and skills Degree, preferably in Finance, Economics or related subjects CFA would be additive Strong knowledge of Bloomberg, PowerPoint, and advanced level of Excel J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
Sep 01, 2025
Full time
The Global Fixed Income, Currency and Commodities team (GFICC) at J.P. Morgan Asset Management is one of the world's deepest and best-resourced fixed income managers, with expertise across all major fixed income sectors, including niche markets. Every investment decision in our fixed income solutions is underpinned by the proprietary research of a globally integrated team of sector specialists. Our shared research language, combining fundamental, quantitative valuation and technical inputs, facilitates the comparison of ideas across sectors and geographies. Global Fixed Income, Currency and Commodities manages a broad range of strategies, through funds and/or separate accounts, including investment grade credit, high yield, emerging market debt, unconstrained and aggregate strategies, long duration, stable value, FX, short duration, global bonds, structured products, mortgages and tax-aware strategies. Role Summary Our team puts clients first so we are looking for candidates that share our enthusiasm for delivering a first class client experience through an engaging and proactive sales approach. We are seeking a team-oriented self-starter who displays initiative and a positive attitude, a high level of integrity and the motivation to develop market opportunities. As an Investment Specialist, you will actively engage in maintaining and developing relationships between the investment desks and distribution teams. You will represent your investment team on business related matters, including, but not limited to marketing, product development and sales/retention strategy. Most importantly, we believe in doing 'first class business in a first class way'. Therefore, you should share our passion for creating an exceptional client experience and managing our business in an ethical and compliant way. Job Responsibilities You will be responsible for Unconstrained Fixed Income EMEA and will work closely with the CIO, portfolio managers and other Investment specialist in London, Mumbai and New York to coordinate the efforts across the global team Work closely with our client advisors across channels to represent Unconstrained Fixed Income strategies and develop business across EMEA Collaborate with product development You will engage with key clients around macro views and represent the Credit investment team in various forums You will know the portfolios you represent as if you are the Portfolio Manager ("PM"). You will be fully integrated with the investment team to ensure that as much of the PM's time as possible is devoted to investing. Be accountable for client and RFP materials as well as internal marketing tools, and to promote the strategies we represent internally and externally. Engagement with the sales teams across distribution channels is essential to jointly develop distribution strategy, targets and tactical plans. Required qualifications, capabilities and skills Extensive knowledge and experience in Global fixed income markets and a knowledge across a number of different fixed income sectors given the nature of Unconstrained Fixed Income Demonstrated track record in developing business across a range of investor segments, including retail, institutional and sovereign. Developed interpersonal, presentation skills and ability to deal with clients and colleagues at all levels Proven leadership skills Excellent time management - able to prioritise issues and respond in a timely manner Strong communication skills, both written and oral Preferred qualifications, capabilities and skills Degree, preferably in Finance, Economics or related subjects CFA would be additive Strong knowledge of Bloomberg, PowerPoint, and advanced level of Excel J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
