Private Client Solicitor / Legal Executive

New Today

Key Responsibilities:The role will involve:Managing a broad range of Private Client matters, including estate administration (covering high-value estates and those with business or agricultural assets), lifetime planning for high-net-worth individuals and business clients, succession planning, and matters relating to elderly clients.Building and maintaining strong working relationships with other internal teams (including Family, Real Estate, Corporate, and Contentious Probate/Trusts) to foster collaboration and encourage cross-referrals into the Private Client team.Supporting team leadership by contributing to management and strategy, supervising junior staff, ensuring Lexcel compliance, and overseeing day-to-day operations.Engaging in business development and contributing to the ongoing review and improvement of team processes, precedents, and working practices to meet the evolving needs of clients and referrers.Skills and Experience Required:Qualified Private Client solicitor with 5+ years PQE.STEP qualification or equivalent experience is preferred but not essential.Ambitious, commercially minded, and committed to personal and professional growth.Confident in managing own caseload while collaborating effectively within a team environment.Strong communicator with excellent interpersonal skills and a dedication to exceptional client care.Highly organised, proactive, and detail-focused, with the ability to remain calm under pressure and meet deadlines.Comfortable working in a busy, professional setting and proficient with IT systems, including case management software.What is on Offer:In return, you will receive a competitive salary and an excellent benefits package, including hybrid working, professional development opportunities, and a supportive team environment.Please get in touch if you would like more information about this role or send your CV via the form below in complete confidence and we will get back to you.If you would prefer to talk to us in the first instance, please get in touch About Us – Legal SouthwestDiscover more about who we are and what it’s like to work with us. Visit our LinkedIn page; Legal Southwest Ltd | LinkedInLegal Southwest will never, without exception, send out your CV without your prior knowledge or consent so please be assured that we treat every application with the utmost confidentiality. #J-18808-Ljbffr
Location:
Truro, England, United Kingdom
Job Type:
FullTime

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