Overview
Title: Private Client Solicitor or Chartered Legal Executive
Term: Full time, permanent (37.5 hours per week)
Location: Congleton or Macclesfield
Purpose of the Role
This role involves managing a full and varied caseload of private client matters, including Wills, Powers of Attorney, Estate Administration, and Trusts. The successful candidate will provide a high-quality, client-focused service while contributing to the continued growth and development of the Private Client department and the wider firm.
Key Responsibilities
* Manage private client matters from instruction through to completion, ensuring compliance with all quality, regulatory, and professional standards (including Lexcel and SRA Code of Conduct).
* Deliver excellent client care, maintaining clear communication and professionalism at all times.
* Generate fee income and manage time recording, billing, and cash collection in line with targets.
* Build and maintain strong client relationships, developing new business opportunities and fostering long-term trust.
* Supervise and support colleagues when required, including during absences or holidays.
* Participate in business development, marketing, and networking activities to promote the firm.
* Prepare and manage all documentation using the case management system.
* Ensure all client files (both digital and paper) are maintained, stored, and closed in accordance with firm procedures.
* Attend and contribute to group meetings, supporting the team’s ongoing success.
* Maintain and develop IT, research, and administrative skills essential for modern legal practice.
Skills & Attributes
* Strong technical knowledge across all areas of private client work.
* Excellent communication and interpersonal skills, both written and verbal.
* Highly organised, efficient, and able to manage competing priorities effectively.
* Exceptional attention to detail and a proactive approach to case management.
* A collaborative team player with a positive and professional attitude.
* Self-motivated with the ability to work independently while contributing to team goals.
* Aligned with the firm’s core values and committed to upholding them in all areas of work.
Experience & Education
* Qualified Solicitor or Chartered Legal Executive (or equivalent).
* Minimum of 3 years’ experience handling a range of private client matters.
* Relevant qualifications and training within the Private Client field.
Interested in this role? Contact Isabel at HarKaye or Apply Now!
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