Private Client Solicitor
Reports to: Senior Management Team
Direct Reports: Legal Assistant / Paralegal
Overview
An opportunity has arisen for an experienced Private Client Solicitor to join a well-established and growing legal practice. The successful candidate will play a key role in the continued development of the Private Client department, managing a varied caseload while contributing to business growth, client service excellence, and the firm's long-term strategic objectives.
Key Responsibilities
Fee‑Earning and Client Work
- Manage and develop a personal caseload of private client matters from instruction through to completion.
- Provide high‑quality legal advice across a broad range of private client services.
- Maintain strong client relationships and deliver exceptional levels of client care.
- Conduct client meetings and provide clear, practical legal guidance tailored to individual circumstances.
- Ensure all matters are progressed efficiently and in accordance with regulatory and professional standards.
Areas of Work
- Wills and estate planning
- Lasting Powers of Attorney
- Probate and estate administration
- Inheritance tax and succession planning
- Declarations of Trust
- Court of Protection matters
- General private client advisory work
Department Development
- Support the continued growth and development of the Private Client department.
- Enhance the department's reputation for delivering high‑quality legal services.
- Work collaboratively with colleagues across the firm to identify and maximise cross‑referral opportunities.
- Contribute to marketing initiatives and business development activities.
- Build and maintain professional relationships to generate new business and referral opportunities.
- Assist in the implementation of departmental growth strategies and objectives.
Compliance and Administration
- Handle client enquiries and communications in a professional and timely manner.
- Ensure accurate matter inception and completion procedures are followed.
- Work closely with support staff to prepare client care documentation and maintain compliance requirements.
- Maintain accurate records and case management information.
- Adhere to all regulatory, professional and internal compliance procedures.
Person Specification
Qualifications and Experience
- Qualified Solicitor with relevant post‑qualification experience in Private Client law.
- Strong technical knowledge across all core areas of private client practice.
- Proven experience managing a varied private client caseload independently.
- Experience advising clients on a broad range of complex private client matters.
Skills and Attributes
- Excellent technical and drafting skills.
- Strong commercial awareness and business development capability.
- Ability to build and maintain long‑term client relationships.
- Effective networking skills with a proven ability to generate new work.
- Excellent written and verbal communication skills.
- Strong organisational and time management abilities.
- Proficient in the use of legal case management systems and Microsoft Office applications.
- Ability to work both independently and collaboratively within a team environment.
- Professional, approachable and confident manner when dealing with clients and colleagues.
- High attention to detail and commitment to quality.
- Resilient, adaptable and able to manage competing priorities effectively.
Personal Development
- Commitment to ongoing professional development and continuous learning.
- Maintain compliance with all relevant professional and Continuing Professional Development requirements.
- Demonstrate a proactive approach to improving processes, systems and client service delivery.
- Work closely with senior leadership to support the firm's strategic growth plans.
Key Competencies
- Client relationship management
- Technical legal expertise
- Business development and networking
- Commercial awareness
- Team collaboration
- Communication and interpersonal skills
- Organisation and attention to detail
- Professional integrity and accountability
The role offers the opportunity to become a key contributor within a growing department, helping to shape its future direction while delivering outstanding legal services to clients.
