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.
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