The role will include but will not be limited to the following:  

Key Responsibilities:

  • Provide advice and assistance to clients on various private client matters, including wills, probate, estate administration and powers of attorney.
  • Manage a caseload, ensuring each case is handled with professionalism and efficiency. Maintain detailed and accurate records of all client interactions and case progress.
  • Prepare legal documents, such as wills, lasting powers of attorney, and trust deeds. Ensure all documentation is thorough, accurate, and compliant with legal standards.
  • Assist clients with estate planning, including inheritance tax planning.
  • Support the administration of estates, including obtaining grants of probate or letters of administration, dealing with HMRC for inheritance tax matters, and distributing estate assets.
  • Maintain high standards of client care, providing clear and practical advice while being sensitive to the needs and concerns of clients, often in difficult personal circumstances.
  • Ensure all work is conducted in accordance with relevant legal and regulatory requirements, including the Solicitors Regulation Authority (SRA) guidelines and Anti-Money Laundering (AML) regulations.
  • Engage in continuous professional development to keep up to date with changes in private client law and practice.

Requirements:

  • Qualified Solicitor or Chartered Legal Executive, ideally with 5 years + PQE, with a focus on private client law.
  • Excellent written and verbal communication skills, with the ability to explain complex legal concepts in a clear and concise manner.
  • Strong organisational skills with an eye for detail, ensuring accuracy in all legal documents and communications.
  • Ability to build strong client relationships and work empathetically with individuals during sensitive times.
  • Familiarity with case management systems and standard office software.
  • High ethical standards and professional integrity.

We are able to offer:

  • Competitive salary and benefits package.
  • Opportunity to work with a team of dedicated and experienced professionals.
  • Professional development and continuing education opportunities.
  • Supportive and inclusive work environment.

To apply for this role please send your CV and a covering letter outlining why you think you are suitable to our HR Manager, Pauline Smith.