Overview

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. You’ll 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 2-3 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 you’ll 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

Key Skills

• Legal Drafting
• Litigation
• Algebra
• Legal Counsel
• Mediation Experience
• Tribal Law
• Legal Research
• Telemarketing
• Training & Development
• Geometry
• Child Protective Services
• Negotiation

Employment Type

Full Time

Experience

years

Vacancy

1