Untitled document
The Role:
As a key member of the Private Client department you will manage a varied caseload covering all aspects of wills probate estate administration and related advisory work. Youll be joining a practice where compassion and professionalism go hand in hand ideal for a solicitor who wants to make a meaningful difference while enjoying a supportive and down-to-earth team culture.
Key Responsibilities:
-
Manage a mixed caseload including:
-
Drafting wills and codicils
-
Estate and probate administration
-
Lasting Powers of Attorney
-
Trust creation and administration
-
Inheritance Tax planning and general private client advisory work
-
Provide clear empathetic guidance to clients often at sensitive times
-
Conduct meetings with clients executors beneficiaries and other stakeholders
-
Prepare and review legal documentation with a strong attention to detail
-
Ensure compliance with SRA AML and all relevant regulatory requirements
-
Maintain accurate and up-to-date case records using case management software
-
Work closely with colleagues to meet deadlines and contribute to departmental goals
-
Support junior members of the team (if required)
Requirements:
-
Qualified Solicitor or Legal Executive with experience in Private Client law
-
Minimum 23 years PQE in wills probate and estate administration
-
Strong technical knowledge of UK private client law and relevant procedures
-
Excellent communication skills and a compassionate client-focused approach
-
Ability to manage a busy caseload independently and efficiently
-
Strong attention to detail and organisational skills
-
Confidence using case management systems and Microsoft Office
-
A genuine desire to offer high-quality personable client service
Desirable:
-
STEP qualification or working towards it
-
Experience with complex estates or tax planning matters
-
Knowledge of trusts and Court of Protection applications
What the Firm Offers:
-
Competitive salary with bonus opportunities
-
A truly friendly family-like firm where youll feel supported and valued
-
Clear pathways for career development and progression
-
Flexible/hybrid working (where applicable)
-
Ongoing training CPD and support with further qualifications
-
Firm pension scheme
-
Additional leave and other staff benefits
If youre looking for a role where your expertise is appreciated and your wellbeing matters this welcoming and family-oriented firm could be the ideal place to continue your Private Client career.
Untitled document The Role: As a key member of the Private Client department you will manage a varied caseload covering all aspects of wills probate estate administration and related advisory work. Youll be joining a practice where compassion and professionalism go hand in hand ideal fo...
Untitled document
The Role:
As a key member of the Private Client department you will manage a varied caseload covering all aspects of wills probate estate administration and related advisory work. Youll be joining a practice where compassion and professionalism go hand in hand ideal for a solicitor who wants to make a meaningful difference while enjoying a supportive and down-to-earth team culture.
Key Responsibilities:
-
Manage a mixed caseload including:
-
Drafting wills and codicils
-
Estate and probate administration
-
Lasting Powers of Attorney
-
Trust creation and administration
-
Inheritance Tax planning and general private client advisory work
-
Provide clear empathetic guidance to clients often at sensitive times
-
Conduct meetings with clients executors beneficiaries and other stakeholders
-
Prepare and review legal documentation with a strong attention to detail
-
Ensure compliance with SRA AML and all relevant regulatory requirements
-
Maintain accurate and up-to-date case records using case management software
-
Work closely with colleagues to meet deadlines and contribute to departmental goals
-
Support junior members of the team (if required)
Requirements:
-
Qualified Solicitor or Legal Executive with experience in Private Client law
-
Minimum 23 years PQE in wills probate and estate administration
-
Strong technical knowledge of UK private client law and relevant procedures
-
Excellent communication skills and a compassionate client-focused approach
-
Ability to manage a busy caseload independently and efficiently
-
Strong attention to detail and organisational skills
-
Confidence using case management systems and Microsoft Office
-
A genuine desire to offer high-quality personable client service
Desirable:
-
STEP qualification or working towards it
-
Experience with complex estates or tax planning matters
-
Knowledge of trusts and Court of Protection applications
What the Firm Offers:
-
Competitive salary with bonus opportunities
-
A truly friendly family-like firm where youll feel supported and valued
-
Clear pathways for career development and progression
-
Flexible/hybrid working (where applicable)
-
Ongoing training CPD and support with further qualifications
-
Firm pension scheme
-
Additional leave and other staff benefits
If youre looking for a role where your expertise is appreciated and your wellbeing matters this welcoming and family-oriented firm could be the ideal place to continue your Private Client career.
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