Private Client Solicitor

Main Purpose of the Role

Our firm is expanding, and we are seeking a motivated, detail-oriented and client-focused Private Client Solicitor with at least 3 years’ PQE, to join our Private Client department.

The successful candidate will work as part of a supportive and busy team, advising clients on a broad range of private client matters, including Wills, probate, estate administration, Lasting Powers of Attorney, Enduring Powers of Attorney and related matters. The role will involve managing an appropriate caseload, dealing directly with clients, and assisting senior fee earners with more complex matters where required.

This is an excellent opportunity for a solicitor looking to develop their technical expertise, client care skills and career within a growing Private Client team.

Key Responsibilities

The successful candidate will be responsible for:

Managing Private Client Matters

• Advising clients on Wills, estate planning, probate, estate administration and Lasting Powers of Attorney.
• Drafting Wills, Lasting Powers of Attorney and associated private client documents.
• Preparing and submitting applications for the registration of Lasting Powers of Attorney.
• Assisting with probate applications, estate administration and the collection and distribution of estate assets.

Client Care and Communication

• Handling initial client enquiries and providing clear, professional and practical advice.
• Taking client instructions and identifying key legal and practical issues.
• Maintaining regular communication with clients, beneficiaries, executors, attorneys and third parties.
• Ensuring clients receive a high standard of service throughout the life of each matter.

Estate Administration

• Liaising with banks, HMRC, the Probate Registry, utility providers, investment managers and other relevant institutions.
• Assisting with inheritance tax forms and estate accounts, under supervision where appropriate.
• Progressing estate administration matters efficiently and in accordance with client expectations and firm procedures.

Matter Management and Compliance

• Opening, maintaining and closing client files in accordance with firm procedures, regulatory requirements and compliance obligations.
• Ensuring appropriate client due diligence, risk assessments and engagement documentation are completed.
• Maintaining accurate and organised electronic and paper files.
• Recording time accurately and ensuring billing is undertaken promptly and in accordance with firm processes.

Team Support and Business Development

• Supporting partners and senior fee earners on complex or high-value matters.
• Contributing to the development of the Private Client department.
• Assisting with marketing, networking and business development activities where appropriate.
• Keeping up to date with legal developments and best practice in private client law.

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