Our client is a highly regarded, friendly and professional law firm with an excellent reputation in its local market. Due to continued growth and increasing demand, they are now looking to welcome an experienced Private Wealth Lawyer to their established team in Thame.
This is a fantastic opportunity for a confident and personable lawyer who enjoys autonomy, values flexibility, and is looking to build a long-term career within a supportive and forward-thinking firm.
The firm offers:
Flexible working options to suit your lifestyle (full-time or part-time AND hybrid)
A genuinely supportive and collaborative team environment
High levels of autonomy with trusted responsibility
Strong pipeline of quality work
Clear scope for career progression as the department continues to grow
Dedicated paralegal support
This role would ideally suit a solicitor with 5+ years' PQE, although those with strong Private Wealth experience prior to qualification will also be considered.
You'll manage a varied and high-quality caseload covering all aspects of Private Client work, including:
Wills and estate planning
Probate and estate administration
Trust creation and management
Lasting Powers of Attorney
Working closely with a Partner, you will also play a key role in the ongoing development and success of the department.
Key responsibilities include:
Wills & Estate Planning
Drafting simple and complex Wills, including tax-efficient structures
Advising on inheritance tax, succession planning and asset protection
Conducting client meetings and delivering tailored estate planning advice
Probate & Estate Administration
Managing matters from instruction through to estate closure
Preparing IHT returns, probate applications and estate accounts
Liaising with HMRC, clients, beneficiaries and third parties
Handling a mix of straightforward and more complex estates
Trusts
Advising on trust creation, administration and termination
Drafting trust documentation and supporting ongoing compliance
Assisting trustees with legal and regulatory obligations
Lasting Powers of Attorney
Drafting and registering LPAs
Advising clients on responsibilities, capacity and related issues
Client Care & Compliance
Delivering a high standard of client service with sensitivity and professionalism
Ensuring compliance with SRA, AML and GDPR requirements
Maintaining accurate and well-organised case files
The ideal candidate will have:
Confidence managing your own caseload independently
Strong technical knowledge across Private Client matters
Excellent organisational and communication skills
A proactive, professional and client-focused
The will to contribute to the growth of a successful department
If you're looking for a role where you'll be trusted, supported and given the flexibility to balance work with life outside the office, this could be an excellent next step.
Apply now or get in touch for a confidential discussion