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Private client solicitor

Winchester
Mallory Pryce
Private client solicitor
Posted: 13 October
Offer description

Are you an experienced solicitor with a passion for private client law? We are seeking a dedicated individual to join our reputable and expanding multi-office firm as a Private Client Solicitor. This is an exciting opportunity to handle a broad private client caseload within a supportive, flexible and progressive environment. Our firm values its team and is committed to nurturing talent and career development. With multiple offices across the South, the firm have a very efficient, talented and well established private client department.


Key Responsibilities in Private Client Law

* Managing a varied portfolio of private client matters, including the preparation of wills, estate administration, probate, trusts, tax planning, and powers of attorney, from initial instruction to completion.
* Offering clear, practical legal advice to clients, ensuring sensitive and effective handling of confidential family, financial and estate issues.
* Drafting and reviewing legal documents such as wills, trusts and lasting powers of attorney, alongside inheritance tax planning and Court of Protection applications where necessary.
* Liaising with external parties including financial advisors, accountants, the Probate Registry and HMRC to ensure efficient administration of estates and trusts.
* Keeping accurate and compliant records using the firm’s case management system, while adhering to SRA, AML, GDPR and STEP best practice requirements.
* Actively contributing to the team environment through knowledge sharing and peer support, including guidance for junior colleagues on private client procedures.


Essential Skills and Experience for Private Client Solicitors

* At least 2 years’ post-qualification experience (or equivalent) working within private client law, handling a broad caseload independently.
* Up-to-date knowledge of the relevant areas of law, including wills, trusts, probate, tax planning and elderly client matters.
* Exceptional attention to detail, with a proven ability to draft, review and negotiate complex legal documents accurately.
* Outstanding communication and client care skills, with the ability to provide empathetic advice and build trusted relationships in person and remotely.
* Confidence in managing matters autonomously while working collaboratively as part of a wider team, including using modern case management systems and standard MS Office applications.
* STEP qualification or working towards it is desirable but not essential.


Why Join Our Private Client Team?

* Competitive salary, tailored benefits, and opportunities for performance-linked bonuses.
* Flexible working arrangements, including hybrid and remote options, to support your personal and professional balance.
* Continual support for your learning and development, with access to regular training, mentoring and clear career progression within private client law.
* Diverse and interesting caseload ranging from straightforward wills to high-net-worth tax planning, serving clients across the South and beyond.
* A friendly, collaborative culture that recognises and values your expertise and contributions to the firm’s success.

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