Private Client Solicitor

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OverviewAn exciting opportunity has arisen for a skilled and motivated Private Client Solicitor or Legal Executive to join a growing and forward-thinking legal practice. This role is ideal for an individual looking to take ownership of a varied caseload while contributing to the continued expansion of a successful Private Client department.You will handle a broad range of private client matters, working with a diverse client base including high-net-worth individuals, families, and vulnerable clients. The position offers genuine long-term progression, with the opportunity to step into a leadership role.Key ObjectivesDeliver high-quality, profitable fee-earning workProvide exceptional client service across all private client mattersSupport the growth and development of the departmentKey ResponsibilitiesManage a full caseload of private client matters independentlyDraft wills, including complex and high-value estatesPrepare and administer probate applicationsAdvise on and prepare Lasting Powers of Attorney (LPAs)Handle Court of Protection applications and matters involving vulnerable clientsManage both contentious and non-contentious probate casesDraft deeds of variation and advise on lifetime giftingAdminister estates and trusts, including high-value and complex casesLiaise with third parties including HMCTS, Probate Registry, Land Registry, Office of the Public Guardian, and other professionalsMaintain accurate case records and ensure compliance with regulatory requirementsDesirable ExperienceAdvising on trusts linked to pensions and life insurance policiesInheritance Tax planning and mitigation strategiesEstate planning with a focus on asset protection, care fees, and tax efficiencyAdvising elderly clients on later-life planningWorking closely with IFAs, accountants, and other professional advisersCross-department collaboration on complex client mattersSkills & ExperienceQualified Solicitor or Legal Executive (England & Wales) with 2+ years PQEStrong experience across a broad range of private client workProven ability to manage a caseload independentlyExcellent technical knowledge of wills, probate, trusts, and estate planningStrong drafting and analytical skillsConfident communicator with a client-focused approachProficient in Microsoft Office and case management systemsPerson SpecificationCommercial AwarenessUnderstands financial drivers and manages billing, WIP, and cash flow effectivelyIdentifies opportunities for client growth and service developmentClient FocusBuilds trusted, long-term relationships with clientsDemonstrates empathy and professionalism, particularly with vulnerable individualsMaintains strict confidentiality at all timesPersonal EffectivenessHighly organised with strong attention to detailAble to prioritise workload and meet deadlines under pressureWorks independently while contributing positively to the wider teamCommunication & LeadershipCommunicates clearly and effectively with clients and colleaguesDemonstrates sound judgement and professionalismShows potential to supervise and mentor junior team membersDevelopment & ProgressionAmbitious with a clear interest in career progressionOpen to taking on leadership responsibilities in the futureCommitted to continuous professional developmentCareer ProgressionThis role offers a clear pathway toward a senior position, with the long-term opportunity to lead and develop the Private Client department, including team management responsibilities.Salary & BenefitsCompetitive salary dependent on experiencePerformance-related incentivesClear progression opportunitiesOngoing training and developmentSupportive, collaborative working environmentWe endeavour to reply to every candidate, every time but if you havent heard back within 10 days, please understand that you have unfortunately been unsuccessful for this position, or the position has been filled.JBRP1_UKTJ
Location:
Birmingham (Aston)
Job Type:
FullTime

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