A well-established and respected law firm in Coventry and Warwickshire is looking to welcome a motivated Private Client Lawyer to their busy and growing department. This is a fantastic opportunity for a solicitor or legal executive who is client-focused and ready to manage a full caseload in wills, probate, and estate administration.
Purpose of the Role
The successful candidate will take responsibility for managing a broad caseload involving wills, probate, estate management, and related matters. You will provide expert legal services within a friendly and supportive team environment, ensuring high-quality, professional, and clear advice at every stage.
Key Responsibilities
* Manage a caseload covering wills, probate, estate administration, Court of Protection deputyships, powers of attorney, and private trusts/settlements
* Provide advice on income and capital taxation, tax planning, and long-term care planning where appropriate
* Handle cases from initial instruction to completion, maintaining excellent service standards throughout
* Deliver clear, concise, and timely legal advice to clients, building trusted relationships
* Comply diligently with professional standards, including the SRA Code of Conduct, Lexcel, and Money Laundering Regulations
* Take ownership of personal professional development, staying up to date with legal changes and best practices
* Support business development efforts by understanding marketing strategies, participating in networking, and representing the firm at industry events
* Undertake any additional duties to assist the growth and success of the department and firm
Requirements
* Qualified solicitor or legal executive with at least 3 years’ experience in a busy private client department
* Strong knowledge of wills, probate, and estate administration processes
* Ability to hit the ground running and manage a caseload efficiently
* Experience using case management systems and time recording software
* Proficient IT skills
* Sound knowledge of Lexcel standards, SRA regulations, and Money Laundering Regulations
* High levels of integrity, discretion, and professionalism
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