Private Client Solicitor

We are seeking a client-focused Private Client Solicitor to manage a varied caseload of matters and provide clear, practical advice to a range of individuals and business owners. You will build trusted relationships with clients and their families, handle matters with care and discretion, and work collaboratively with colleagues to deliver a high standard of service.

Main Duties

• Manage a caseload of private client matters, including wills, probate and estate administration, tax planning, powers of attorney and trust matters.

• Advise clients on estate planning, inheritance tax and succession planning, taking account of their individual circumstances and objectives.

• Draft and review wills, lasting powers of attorney, trust documents and other relevant legal documents.

• Administer estates from initial instruction through to distribution, including obtaining grants of representation, gathering estate assets, settling liabilities and preparing estate accounts.

• Communicate sensitively and clearly with clients, beneficiaries, financial institutions, HM Revenue & Customs and other third parties.

• Identify and manage risks, resolve issues arising during estate administration and refer complex matters where appropriate.

• Maintain accurate case records and ensure files are progressed efficiently, in line with deadlines and firm procedures.

• Ensure compliance with relevant legislation, professional conduct requirements, anti-money laundering obligations and data protection rules.

• Work collaboratively with colleagues and contribute to the smooth running and development of the private client team.

Skills and Experience

• Qualified Solicitor with experience in private client law.

• A sound working knowledge of wills, probate, estate administration and lasting powers of attorney.

• Strong drafting, communication and client-care skills, with the ability to explain legal matters in accessible language.

• Excellent organisation and time-management skills, with the ability to manage competing priorities and meet deadlines.

• A careful and methodical approach, with strong attention to detail and respect for client confidentiality.

• A professional, empathetic and practical approach to working with clients and colleagues.