Private Client Solicitor

PRIVATE CLIENT SOLICITOR

Job Title: Private Client Solicitor

Reports To: Senior Management Team

Direct Reports: Legal Assistant / Paralegal

Overview

An opportunity has arisen for an experienced Private Client Solicitor to join a well-established and growing legal practice. The successful candidate will play a key role in the continued development of the Private Client department, managing a varied caseload while contributing to business growth, client service excellence, and the firm's long-term strategic objectives.

Key Responsibilities

Fee-Earning and Client Work

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• Manage and develop a personal caseload of private client matters from instruction through to completion.
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• Provide high-quality legal advice across a broad range of private client services.
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• Maintain strong client relationships and deliver exceptional levels of client care.
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• Conduct client meetings and provide clear, practical legal guidance tailored to individual circumstances.
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• Ensure all matters are progressed efficiently and in accordance with regulatory and professional standards.
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Areas of Work

The successful candidate will have experience across a range of private client matters, including:

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• Wills and estate planning
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• Lasting Powers of Attorney
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• Probate and estate administration
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• Inheritance tax and succession planning
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• Declarations of Trust
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• Court of Protection matters
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• General private client advisory work
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Department Development

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• Support the continued growth and development of the Private Client department.
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• Enhance the department's reputation for delivering high-quality legal services.
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• Work collaboratively with colleagues across the firm to identify and maximise cross-referral opportunities.
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• Contribute to marketing initiatives and business development activities.
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• Build and maintain professional relationships to generate new business and referral opportunities.
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• Assist in the implementation of departmental growth strategies and objectives.
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Compliance and Administration

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• Handle client enquiries and communications in a professional and timely manner.
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• Ensure accurate matter inception and completion procedures are followed.
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• Work closely with support staff to prepare client care documentation and maintain compliance requirements.
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• Maintain accurate records and case management information.
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• Adhere to all regulatory, professional and internal compliance procedures.
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Person Specification

Qualifications and Experience

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• Qualified Solicitor with relevant post-qualification experience in Private Client law.
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• Strong technical knowledge across all core areas of private client practice.
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• Proven experience managing a varied private client caseload independently.
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• Experience advising clients on a broad range of complex private client matters.
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Skills and Attributes

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• Excellent technical and drafting skills.
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• Strong commercial awareness and business development capability.
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• Ability to build and maintain long-term client relationships.
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• Effective networking skills with a proven ability to generate new work.
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• Excellent written and verbal communication skills.
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• Strong organisational and time management abilities.
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• Proficient in the use of legal case management systems and Microsoft Office applications.
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• Ability to work both independently and collaboratively within a team environment.
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• Professional, approachable and confident manner when dealing with clients and colleagues.
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• High attention to detail and commitment to quality.
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• Resilient, adaptable and able to manage competing priorities effectively.
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Personal Development

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• Commitment to ongoing professional development and continuous learning.
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• Maintain compliance with all relevant professional and Continuing Professional Development requirements.
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• Demonstrate a proactive approach to improving processes, systems and client service delivery.
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• Work closely with senior leadership to support the firm's strategic growth plans.
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Key Competencies

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• Client relationship management
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• Technical legal expertise
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• Business development and networking
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• Commercial awareness
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• Team collaboration
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• Communication and interpersonal skills
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• Organisation and attention to detail
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• Professional integrity and accountability
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The role offers the opportunity to become a key contributor within a growing department, helping to shape its future direction while delivering outstanding legal services to clients.

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