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Private Client Solicitor and Team Leader (COP003)

Added 6 months ago


  • A minimum of 4 years PQE in Private Client work. Court of Protection experience is also essential for this role.
  • Strong leadership skills, the ability to lead and manage a growing team in line with company budgets and department KPIs.
  • An enthusiasm for team building and raising the internal and external profile of the team.
  • The ability to train and develop others
  • Strong business networking skills
  • Excellent client care skills – i.e. the ability to speak to clients in a professional, empathetic and courteous manner
  • Excellent time management – i.e. the ability to complete given tasks within an acceptable timescale and to work within any reasonably given deadlines
  • The ability to work in an organised way
  • The ability to create management reports where necessary
  • The ability to apply initiative and forward thinking
  • Compliance with office manual procedures



  • To lead the Court of Projection Department in providing Deputyship and Trustee support to clients who have personal injury or clinical negligence claims and which involve the management of substantial compensation awards.
  • You will also be establishing a wider Private Client offering to our existing client base and attracting new clients within the local community


  • Initially you will be running your own small caseload of Deputyship and Trustee matters, both pre and post settlement of the PI claim whilst supervising a small team of fee earners and providing technical support to the team
  • Preparing accurate accounts on Deputyship cases including forecasts of expenditure on Deputyship and Trustee cases, including creating budgets to ensure funding sustainability.
  • Delivery of accurate reports and client bills to the Court of Protection/SCCO
  • Management of Property and Affairs, Deputyship applications and other associated applications to the Court of Protection and OPG.
  • Arrange for relevant Deputyship/Trustee cost witness statements on cases pre settlement.
  • Drafting of wills and LPA’s
  • Providing tax planning advice where appropriate
  • Completion of probate forms and oaths to enable Grants of Representation to be obtained in fatality cases within the organisation and the administration of estates where appropriate
  • Attending clients at their home, or in hospital or in care/nursing homes
  • Delegate and supervise tasks to junior team members where appropriate
  • Attending one-on-one meetings with team members to provide technical guidance
  • Carrying out biannual appraisals (known internally as PDMRs) and also 1-to-1s on a quarterly basis
  • Holding regular team meetings and training sessions
  • Developing the workflow of the COP proclaim system
  • To actively engage in business development plans and where appropriate to engage with our sources of work at their places of business (typically in trauma centres)
  • Production of MI and reports to the Head of Department and the Director of PI as and when required.




Vacancy Overview

SalaryNegotiable and commensurate on experience
DepartmentSerious Injury
Closes28th Apr 2020

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Unfortunately this vacancy is now closed