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The Role:
As a key member of the Private Client department, you will manage a varied caseload covering all aspects of wills, probate, estate administration, and related advisory work. Youll be joining a practice where compassion and professionalism go hand in hand, ideal for a solicitor who wants to make a meaningful difference while enjoying a supportive and down-to-earth team culture.
Key Responsibilities:
* Manage a mixed caseload including:
o Drafting wills and codicils
o Estate and probate administration
o Lasting Powers of Attorney
o Trust creation and administration
o Inheritance Tax planning and general private client advisory work
* Provide clear, empathetic guidance to clients, often at sensitive times
* Conduct meetings with clients, executors, beneficiaries, and other stakeholders
* Prepare and review legal documentation with a strong attention to detail
* Ensure compliance with SRA, AML, and all relevant regulatory requirements
* Maintain accurate and up-to-date case records using case management software
* Work closely with colleagues to meet deadlines and contribute to departmental goals
* Support junior members of the team (if required)
Requirements:
* Qualified Solicitor or Legal Executive with experience in Private Client law
* Minimum 23 years PQE in wills, probate, and estate administration
* Strong technical knowledge of UK private client law and relevant procedures
* Excellent communication skills and a compassionate, client-focused approach
* Ability to manage a busy caseload independently and efficiently
* Strong attention to detail and organisational skills
* Confidence using case management systems and Microsoft Office
* A genuine desire to offer high-quality, personable client service
Desirable:
* STEP qualification or working towards it
* Experience with complex estates or tax planning matters
* Knowledge of trusts and Court of Protection applications
What the Firm Offers:
* Competitive salary with bonus opportunities
* A truly friendly, family-like firm where youll feel supported and valued
* Clear pathways for career development and progression
* Flexible/hybrid working (where applicable)
* Ongoing training, CPD, and support with further qualifications
* Firm pension scheme
* Additional leave and other staff benefits
If youre looking for a role where your expertise is appreciated and your wellbeing matters, this welcoming and family-oriented firm could be the ideal place to continue your Private Client career.