Job Title: Private Client Solicitor / Fee Earner / STEP-Qualified Practitioner (3+ Years PQE)
Location: St Helens, Merseyside
Contract: Full-time, 5 days per week
Working Pattern: Hybrid working available following probation
Overview
An established and growing legal practice is seeking an experienced Private Client Solicitor, Fee Earner, or STEP-qualified practitioner with a minimum of 3 years’ PQE. This is an excellent opportunity to join a busy and supportive Private Client department handling a wide variety of complex matters.
The successful candidate will manage a diverse caseload, work with a high degree of autonomy, and contribute to the supervision and development of junior colleagues. The role offers strong scope for progression in a professional and collaborative environment.
Key Responsibilities
Probate & Estate Administration
* Manage a caseload of probate and estate administration matters from initial instruction through to final distribution.
* Prepare and submit applications for Grants of Probate and Grants of Letters of Administration, including matters involving tax considerations, foreign assets, business or agricultural relief.
* Handle intestate estates and navigate complex asset-tracing scenarios.
* Draft comprehensive estate accounts (interim and final).
* Advise executors, administrators, trustees, and beneficiaries on procedural and tax-related issues.
* Liaise with HMRC, financial institutions, estate agents, accountants, and other third parties.
Wills, Trusts & Lifetime Planning
* Draft Wills, Codicils, Deeds of Variation, and Letters of Wishes, including more complex arrangements involving tax efficiency or blended family structures.
* Provide advice on inheritance tax planning, exemptions, reliefs, and long-term estate strategies.
* Prepare and register Lasting Powers of Attorney and handle Court of Protection deputyship applications.
* Support elderly and vulnerable clients with professionalism and empathy.
Client Care & Compliance
* Deliver exceptional client care with clear communication and proactive case progression.
* Ensure compliance with SRA regulations, AML requirements, and internal risk protocols.
* Use case management systems efficiently (experience with Proclaim is advantageous).
* Supervise and mentor junior team members where required.
Essential Skills & Experience
* Minimum of 3 years’ PQE in Private Client work or part/full STEP qualification.
* Strong experience managing complex estates, trusts, and probate matters.
* Excellent knowledge of relevant legislation and procedures.
* High-quality drafting and communication skills.
* Experience supervising junior staff or willingness to develop this responsibility.
* Strong organisational skills, attention to detail, and the ability to work independently.
* Compassionate and professional approach, especially when dealing with sensitive issues.
Desirable Skills & Qualifications
* Full STEP qualification (TEP) or advanced-level STEP study.
* Knowledge of BPR, APR, trusts containing foreign assets, trust tax returns, and ongoing trust compliance.
* Experience with contentious probate matters (not essential).
* Interest in contributing to team development and business growth.
What’s on Offer
* Competitive salary based on experience.
* Hybrid working options after successful probation.
* Clear opportunities for career progression within a supportive environment.
* Ongoing professional development, including STEP support where relevant.
* Access to specialist seminars, training, and webinars.
* Positive, collaborative team culture.
* Free on-site parking.
* Company pension scheme.