Private Client Solicitor
Consultant Alex Brennan
Date posted 28 November 2018 2018-11-282019-01-27 legal UK Robert Walters https://www.robertwalters.co.uk
Stonegate Legal has partnered with Robert Walters to recruit an experienced Court of Protection Solicitor to join its expanding team in Leeds.
About Stonegate Legal
Stonegate Legal is a specialist private client solicitor firm, proud to be based in Leeds and provide high calibre legal advice to clients across the Yorkshire and Lincolnshire region.
Formed in 2014 by director Daniel Lumb, former head of private client at Lupton Fawcett LLP, the firm is dedicated to the protection of their clients' family wealth and their services are built around that objective. In addition to the usual private client offerings such as wills, probate, tax planning and trusts, Daniel is well known for his specialist Court of Protection work and is a member of the Public Guardian's Professional Panel of Deputies. Examples of recent Court of Protection work undertaken by the firm include:
- Vulnerable adult abduction cases, addressing financial abuse of P and their removal from jurisdiction by the abuser;
- Multiple financial abuse cases requiring recovery actions (and possession proceedings) against financial abusers, third party institutions and professional advisers.
- High value recovery of care fee funding from Clinical Commissioning Groups and local authorities.
Over last four years Stonegate Legal has enjoyed rapid and organic growth, becoming not only one of the leading private client and specialist Court of Protection firms in Yorkshire, but also developing a strong network of relationships with other professional advisors across the region including accountants, independent financial advisors, Independent Mental Capacity Advocates (IMCA) and leading law firms. They also work with many charities supporting their clients with philanthropy and providing training on a broad range of popular subjects in the sector.
“Daniel Lumb and the team at Stonegate Law are our solicitors of choice for elderly client work. They are experts in this field and are also extremely compassionate. They are genuinely lovely people and are committed to providing the highest level of care to both their clients and also their employees.” – Head of Family, Legal 500 rated firm
Private Client / Court of Protection Solicitor
Stonegate Legal is looking to expand its fast-growing team with by appointing a new Private Client and Court of Protection Solicitor.
Working closely with the directors and other lawyers in the firm, you will gain exposure to a broad range of private client working including Court of Protection, Powers of Attorney, Tax Planning, Trusts, Wills and Estate Planning and Care fees. You’ll be acting for clients, often classed as vulnerable, and will be responsible for drafting a variety of private client documents in addition to progressing court and benefit assessment processes including attendance at court and assessment meetings.
Stonegate Legal are very keen to hear from qualified Solicitors or Fellow Member of the Chartered Institute of Legal Executives members (FCILEx) who have hands-on experience in the following areas:
- Experience of dealing with Wills, Trusts and Probate
- Experience of dealing with the Court of Protection and vulnerable clients
- Experience of dealing with benefit assessments and entitlements
Aside from the above technical experience, the successful Private Client Lawyer will enjoy working in a team environment and be able to communicate with a diverse range of people; be pro-active and have excellent time management skills, including the ability to work to deadlines; and be passionate about developing their own reputation as a specialist Private Client and Court of Protection Lawyer.
Whilst not a prerequisite, if you have an existing network of professional and charity contacts, an awareness of investment products and financial management, or have started the process to become a member of the Society of Trust and Estate Practitioners, this will be a highly beneficial to the application.
This is a fantastic opportunity for a Private Client Solicitor that’s looking to further their career with an innovative and progressive firm, benefiting from a positive work-life balance without compromising on quality of work. The firm is committed to the continual development and training of team members and you’ll be given the opportunity to become an expert in the private client field.
The position comes with a completive salary, pension and a range of other benefits including free parking at offices easily accessible from Leeds, Harrogate, Wetherby, York, East Yorkshire and South Yorkshire via the A1(M).
For further information or a confidential discussion about this exciting Private Client / Court of Protection Solicitor position, please contact Alex Brennan at Robert Walters on 07825 202 230 or firstname.lastname@example.org.
All direct or third-party CVs or enquiries will be directed to Robert Walters.