Private Client Solicitor

 

Description:

An excellent opportunity has arisen for a Private Client Solicitor to join a small, well-respected and forward-thinking firm in the West Midlands. The firm prides itself on delivering high-quality, client-focused advice in a supportive and collaborative environment where individual contribution is genuinely valued.

 

This role offers the chance to manage a varied and high-quality Private Client caseload while playing a key role in the continued growth and development of the practice.

 

The Role

You will take responsibility for a full and varied Private Client caseload, including:

• Wills and estate planning

• Probate and administration of estates

• Lasting Powers of Attorney

• Inheritance Tax planning

• Private trusts and settlements

 

Additional responsibilities will include:

• Advising clients on income and capital taxation, tax planning and long-term care strategies

• Managing matters from initial instruction through to completion with care and precision

• Drafting and reviewing legal documentation

• Keeping up to date with developments in Private Client law

• Representing the firm at networking and industry events

• Supporting business development initiatives and client relationship building

• Working collaboratively to support the smooth running and growth of the firm

 

About You

The firm is keen to speak with candidates who can demonstrate:

• Qualification as a Solicitor or Legal Executive (NQ–3 years’ PQE)

• Solid experience within a busy Private Client department

• Strong technical knowledge of wills, probate and estate administration

• Confidence managing a caseload independently

• Experience using case management systems (LEAP experience advantageous)

• Strong organisational skills and attention to detail

• Excellent communication and client care skills

• A professional, approachable and client-focused manner

• Good IT skills and familiarity with Lexcel, SRA Standards & Regulations and AML requirements

• A full, clean driving licence

 

Benefits

• 21 days’ annual leave plus bank holidays

• Additional holiday entitlement with length of service

• Discretionary performance bonus (reflecting fee earning, networking and client development)

• 5% pension contribution (after probation)