Private Client Solicitor - Wills & Probate
1 Days Old
Davies and Partners Solicitors is a well‑established law firm with over 30 years of experience and a reputation for excellence in the Property sector. The firm has five offices across the West of England: Gloucester, Bristol, Birmingham, London and Devon. Staff are considered the heart of the company, and a strong emphasis is placed on maintaining a healthy work‑life balance.
Reporting Line
This role reports to the Legal Director and Head of Private Client (Wills and Probate) in the Bristol office.
Job Purpose
To be a point of contact for all private‑client related enquiries received by any office, primarily for Gloucester, including internally‑referred work from other departments, whilst maintaining client care to the highest standard.
Key Duties and Responsibilities
Carry out day‑to‑day conduct of Private Client files and be responsible for all aspects of work connected with Private Client issues.
Handle queries from the company’s other offices, travelling to those offices as required.
Confidently handle a wide range of Private Client issues including Wills, Probate, LPA’s, Trusts, Estates, Tax and Court of Protection.
Work to strict deadlines in a pressurised but friendly environment.
Liaise with support staff in a positive and proactive manner.
Liaise with the Legal Director on financial budgeting and training requirements/opportunities.
Achieve legitimate billing in line with figures agreed with the Legal Director.
Assist senior members of the Department with substantial case files and exhibit flexibility, particularly during holidays or sickness.
Apply proper professional standards, observe best practice to prevent claims of professional negligence, and maintain a high degree of personal organisation.
Demonstrate awareness of clients’ needs and perceptions, acting promptly, pro‑actively and efficiently in relation to all client matters.
Comply with all other departmental procedures including regulation and control of client indebtedness.
Maintain accurate electronic and paper‑based records for clients.
Act as a positive ambassador for Davies and Partners Solicitors.
Actively participate in business development of the department.
Undertake appropriate and relevant staff development on a regular basis.
Office Hours
This role can be based in our Gloucester or Bristol office, and full or part‑time hours can be considered. We operate a flexible working policy but you will be expected to attend the office a majority of the time.
Davies and Partners Solicitors provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, colour, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, status as a covered veteran or any other protected class in accordance with applicable national laws.
Personal Specification
Legal Status
Appropriate DBS disclosure required prior to confirmation of appointment.
Right to live and work in the UK.
Education / Qualifications
Registered Solicitor complying with SRA standards or FCILEX.
Minimum 2 years + PQE.
Ideally STEP qualified.
Skills / Knowledge
Significant experience working as a Private Client Solicitor in a fast‑paced environment.
Self‑organised, adaptable and proactive.
Willingness to undertake business development initiatives, including preparing articles for local publications and websites, and engaging in networking events.
Ability to maintain client confidentiality.
Ability to prioritise, meet deadlines and work under pressure while maintaining excellent attention to detail.
Excellent interpersonal, communication and presentation skills.
Location: Gloucester or Bristol.
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- Location:
- Bristol, England, United Kingdom
- Job Type:
- FullTime
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