We are looking for an experienced Private Client Solicitor, Legal Executive or Fee Earner to join our team and manage a full caseload of private client matters.
The Role
- Will drafting and advising on wills
- Inheritance Tax planning
- Trust creation and administration
- Powers of Attorney
- Court of Protection applications
- Probate and estate administration
- Advising clients throughout the full lifecycle of their matters
- Maintaining strong client and third‑party relationships
- Generating referrals and contributing to business development activities
- Manage all aspects of private client work to a high professional and client‑care standard
- Progress matters efficiently and accurately, keeping clients regularly updated on progress and costs
- Maintain accurate time recording and work towards agreed billing and performance targets
- Maintain confidentiality and security of all client and firm documentation
- Use the firm’s case management system effectively to manage and progress matters
- Take responsibility for credit control on your own matters, with support from the Accounts team
- Ensure compliance with relevant professional regulations, including the Solicitors’ Accounts Rules and Code of Conduct
- Develop positive relationships with external organisations and professional referrers
Skills & Experience
- Experience handling a private client caseload
- Strong knowledge of wills, probate and estate administration
- Experience with Powers of Attorney and/or Court of Protection work
- Experience with trusts and inheritance tax planning would be advantageous
- Excellent verbal and written communication skills
- Strong organisational and time‑management abilities
- Excellent attention to detail
- A professional and client‑focused approach
- The ability to work independently while contributing effectively as part of a team
- Strong IT skills, including Microsoft Office and experience using case management systems
Please Note: Due to the number of applications we receive we may be unable to respond to every application directly
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