Private Client Solicitor

Berkshire Source: WhatJobs
See advert for pay

Overview

In this role you will manage a diverse private client caseload, delivering high-quality advice across wills, probate, trusts, and lasting powers of attorney. You will work within a private client team at a respected firm, supporting clients with guidance on inheritance tax and estate planning. You’ll maintain professional standards, meet fee and caseload targets, and contribute to business development through networking and client relationships. This is a chance to advance your private client career in a supportive, standards-driven environment.

Pay / Benefits

  • Competitive salary
  • Performance-related bonus
  • Company pension scheme
  • Flexitime
  • On-site parking
  • Gym membership

Responsibilities

  • Manage a broad portfolio of private client matters (wills, LPAs, estate administration, trusts)
  • Advise on inheritance tax and planning strategies
  • Maintain high professional standards and provide outstanding client support
  • Adhere to firm processes and achieve fee/caseload targets
  • Support business development by networking and fostering client relationships

Key requirements

  • Private Client Solicitor/Lawyer/Legal Executive or similar experience
  • Proven private client experience
  • At least 2 years PQE
  • Strong understanding of wills, probate, and estate administration
  • Knowledge of risk management and compliance procedures
  • IT proficient with Microsoft Office applications
  • Client-focused
  • Strong communication
  • Business development mindset
  • Wills
  • Probate
  • Estate administration

Full job description from WhatJobs. Apply for this role →

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