Solicitor/Chartered Legal Executive-Private Client-Yeovil

Overview

In this Private Client role, you will manage a varied caseload in wills, estates, and related trusts within a supportive, forward-thinking firm. You will collaborate with a client-focused team in Yeovil, benefiting from hybrid, flexible working and clear progression. You’ll build meaningful client relationships while supporting department growth and delivering high-quality private client services. Your work will impact clients’ wealth and life-planning matters, within a culture that values development and mentorship.

Pay / Benefits

• hybrid working options
• flexible hours
• career progression framework
• mentorship program
• KPI-linked bonus
• birthday leave and buy/sell annual leave

Responsibilities

• Manage a varied Private Client caseload (wills, LPAs, estates, trusts)
• Handle estate administration and related tax considerations
• Support Court of Protection matters (optional) and trust matters (optional)
• Maintain strong client relationships and contribute to department growth
• Provide autonomous, proactive administration and case management

Key requirements

• Solicitor (NQ-2 PQE) or Chartered Legal Executive
• Strong technical and client care skills
• Excellent communication and interpersonal abilities
• Experience handling a range of Private Client matters
• Ability to work autonomously and manage own administration
• Proactive, solutions-focused approach
• Full driving licence for occasional travel across Somerset

• strong communication
• interpersonal skills
• autonomy
• private client matters (wills, LPAs, estates)
• estate administration
• trust matters

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