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
1. Manage a caseload covering wills, probate, estate administration, Court of Protection deputyships, powers of attorney, and private trusts/settlements
2. Provide advice on income and capital taxation, tax planning, and long-term care planning where appropriate
3. Handle cases from initial instruction to completion, maintaining excellent service standards throughout
4. Deliver clear, concise, and timely legal advice to clients, building trusted relationships
5. Comply diligently with professional standards, including the SRA Code of Conduct, Lexcel, and Money Laundering Regulations
6. Take ownership of personal professional development, staying up to date with legal changes and best practices
7. Support business development efforts by understanding marketing strategies, participating in networking, and representing the firm at industry events
8. Undertake any additional duties to assist the growth and success of the department and firm
Requirements
9. Qualified solicitor or legal executive with at least 3 years’ experience in a busy private client department
10. Strong knowledge of wills, probate, and estate administration processes
11. Ability to hit the ground running and manage a caseload efficiently
12. Experience using case management systems and time recording software
13. Proficient IT skills
14. Sound knowledge of Lexcel standards, SRA regulations, and Money Laundering Regulations
15. High levels of integrity, discretion, and professionalism