Manage a varied caseload of private client matters, including Wills, Probate, Lasting Powers of Attorney, and Court of Protection cases.
Build and maintain strong professional relationships with clients and external contacts.
Uphold and promote the firm’s positive image and reputation.
Support colleagues, Directors, and Heads of Department with marketing, training, and other initiatives.
Supervise and assist junior and support staff, including recruitment and training where required.
Use case management, billing, and financial systems effectively.
Work flexibly to complete tasks and undertake other duties as appropriate.
Foster teamwork and collaboration across the firm.
Maintain confidentiality and comply with GDPR requirements.
Adhere to firm policies on Equality, Diversity and Inclusion, Health and Safety, and Anti-Money Laundering.
Requirements
Qualified Solicitor or Legal Executive with 5–10 years PQE in Private Client matters
Able to work independently and as part of a team
Experienced in managing workloads, meeting deadlines, and achieving billing targets
Skilled in building and maintaining professional relationships with clients and contacts
Excellent written and verbal communication, methodical, accurate, and IT proficient
Empathetic, client-focused, self-motivated, and proactive
Good understanding of AML and GDPR requirements
Alignment with the firm’s ethos and heritage
Satisfactory DBS, credit, reference, and ID checks.
5 weeks’ annual leave plus bank holidays and Christmas closure
Option to sell annual leave
Enhanced maternity, paternity, and adoption pay
Health cashback plan (optical, dental, etc.)
24/7 advice line and confidential counselling
Discounts and rewards platform
Pension scheme with up to 5% employer contribution
Flexible and hybrid working options
Strong commitment to work–life balance
Training and development opportunities
Discounted legal services
Free refreshments and wellbeing support
Charity of the Year initiatives
Annual salary review and discretionary bonus schemes
If you are a motivated and experienced Private Client Solicitor or Legal Executive looking to join a supportive and professional team, we would love to hear from you.
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