Private Client Solicitor / Legal Executive – Any office (Merseyside)
An exciting opportunity has arisen for a Private Client Solicitor or Legal Executive (2 years PQE+) to join a busy and supportive Private Client team working across multiple office locations.
This is a varied role suited to someone with strong experience in Court of Protection matters, including complex cases and working with vulnerable clients. The successful candidate will manage a diverse caseload while supporting the continued growth and development of the department.
The Role
The successful candidate will be responsible for:
1. Managing a varied Private Client caseload on a day-to-day basis
2. Handling client enquiries and providing regular case updates
3. Communicating with the Probate Registry, Courts, HM Land Registry, HMRC, experts and external agencies
4. Meeting with clients both in person and remotely where required
5. Assisting with the administration of estates
6. Supporting business development initiatives and maintaining existing professional relationships
7. Working alongside the marketing team to produce blog and online content relating to Private Client matters
Requirements
To be considered for this role, candidates should have:
8. A minimum of 2 years PQE within Private Client
9. Strong experience handling matters involving: High Net Worth clients Probate Wills Trusts Estate and Tax Planning Services for the Elderly
10. Solid Court of Protection experience, ideally involving complex matters and vulnerable clients
11. Experience using Case Management Systems and Laserforms (essential)
12. Good working knowledge of Excel spreadsheets (essential)
Desirable Experience
13. Experience with property-related matters
14. Full driving licence and access to a vehicle
The Ideal Candidate Will Be
15. Organised and proactive
16. Ambitious with a strong work ethic
17. A confident communicator with excellent client care skills
18. Able to work independently and as part of a collaborative team
19. Flexible and adaptable to client and team needs
20. Capable of managing competing priorities and heavy workloads effectively
21. Comfortable making decisions and taking initiative