RowberryMorris is a verywell-establishedfirm of solicitors providing a friendly, approachable service tailored to our clients’ unique needs, whether it’s a personal matter, a family issue or a business challenge.

From our offices in Reading, Staines and Tadley we believe in building long-lasting relationships and showing loyalty to clients. This is a great opportunity to join our busy and thriving practice.

The Role

Responsible for managing and undertaking fee earning work for a variety of private clients, providing efficient and effective legal advice, assistance and representation, from simple wills to high-net-worth estates, elderly client matters and tax planning.

Working strategically with senior leadership and staff to maximise existing professional connections and to support the firm in business development. Overall responsibility for maintaining and developing the team in Staines.

Genuine opportunity for career progression to partnership if desired.

Key responsibilities

• Manage and undertake a full and broad private client caseload
• Leading and managing a division within the Private Client Department
• Supervising, mentoring and coaching other members of staff to include Junior Lawyers, Trainees and Support Staff
• Maintenance Development and enhancement of the firm’s very good private client reputation
• Building and maintaining strategic connections with other professionals including accountants, financial advisers and care agencies to provide holistic advice for our clients
• Working closely with the Head of Private Client to expand the commercial aims of the department with leads, new business and optimisation between the teams
• Working closely with the Head of Private Client to develop and increase expertise and share knowledge within the department
• Ensuring compliance requirements for the LEXCEL and ISO accreditations are met

Essential experience, skills and knowledge

• A qualified Solicitor, Chartered Legal Executive or Member of STEP with prior experience in Private Client.
• Minimum 4 years PQE
• Considerable relevant work experience in all areas of Private Client work
• Experience of managing and supporting junior members of staff
• Experience of working in a busy and fast paced environment managing a large caseload independently whilst maintaining a high level of attention to detail
• Experience in marketing and business development activities for the team and the firm
• Proven financial record and commercial attitude.
• Technical experience in wills, trusts, estate administration, elderly client matters, lasting powers of attorney, capacity issues and inheritance tax planning
• Ability to meet multiple priorities to tight deadlines
• Compelling / engaging communicator and ability to instill confidence with a wide variety of clients
• Strong IT skills
• Ability to develop strong, collaborative and long-lasting relationships with clients, colleagues and referrers
• Passion for supporting your clients in an empathetic and friendly manner.

What we offer

• Competitive salary commensurate with experience
• Competitive bonus scheme
• Employer contribution pension scheme
• Death in service benefit
• Hybrid working
• 25 days annual leave (full time) plus bank holidays
• Birthday annual leave
• Opportunities for professional development and continuing education
• Supportive and collaborative work environment

To apply, please send your CV to recruitment@rowberrymorris.co.uk