Private Client Solicitor

Private Client Solicitor - Wills and Trusts (3PQE)

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• Job Type: Full-time
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• Location: Gloucestershire
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• Salary: Depending on experience
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We are seeking a Legal Advisor with expertise in Wills, Lasting Powers of Attorney, Trusts, and capacity issues including deputyship. This role involves providing high-quality legal services to clients and assisting in the coordination of the team’s activities to achieve business objectives. The ideal candidate will have a proven track record in legal case management and a minimum of 3 years post-qualification experience (PQE).

Day-to-day of the role:

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• Conduct initial consultations and client triage as required.
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• Prepare Wills and provide advice on Trusts, capacity, and Inheritance Tax.
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• Advise on Lasting Powers of Attorney, handling applications and registrations.
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• Liaise with clients on probate matters and deputyships.
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• Manage ongoing cases effectively and maintain organised and updated files in accordance with firm policies.
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• Participate in networking and business development activities to generate workflows.
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• Review and manage Work in Progress (WIP) and client financing for ongoing matters.
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• Meet monthly and year-end fee targets.
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• Attend team meetings and relevant courses to enhance professional development.
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• Ensure compliance with company standards and procedures.
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Required Skills & Qualifications:

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• 3+ years PQE in Wills, Trusts, and estate planning.
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• Experience in managing a personal workload and setting priorities to meet deadlines.
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• Strong organisational and administrative skills.
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• Proficient in using legal software systems like DPS for documentation and correspondence.
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• Excellent communication and interpersonal skills, capable of handling client consultations and networking.
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• Ability to work collaboratively in a team environment.
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Benefits:

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• Competitive salary and benefits package.
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• Opportunities for professional development and training.
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• Supportive team environment focused on achieving business objectives.
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To apply for this Private client position, please submit your CV and cover letter detailing your relevant experience and salary expectations to our Practice Director. Ensure your application highlights your expertise in Wills, Trusts, and related legal services.