Solicitor/Chartered Legal Executive-Private Client-Somerset

Overview

In this Private Client role, you manage a varied caseload spanning wills, estate planning, LPA, IHT, and estate administration within a forward-looking Somerset firm. You’ll build strong client relationships and contribute to departmental growth in a hybrid setting with flexible options. Your work impacts vulnerable clients and cross-border estates, supported by a clear progression framework. This is an opportunity to shape client outcomes while advancing in a collaborative, client-focused culture.

Pay / Benefits

• Hybrid, remote, part-time and flexible working options
• Career progression framework and mentorship
• KPI linked bonus
• Birthday leave
• Buy/sell annual leave
• Competitive pay, reviewed annually

Responsibilities

• Wills and estate planning
• Lasting Powers of Attorney
• Inheritance Tax advice
• Estate administration (including complex and taxable estates)
• Trusts and lifetime planning
• Court of Protection and deputyship matters
• Supporting elderly and vulnerable clients
• Cross-border estate matters (desirable)
• Building strong client relationships and raising the department’s profile
• Support growth of the Private Client team

Key requirements

• Solicitor (3-6 years PQE) or Chartered Legal Executive (essential)
• STEP / TEP qualified (desirable)
• Strong technical ability in Private Client
• Solid track record of managing own Private Client caseload
• Strong technical knowledge across core Private Client areas
• Recent estate administration experience
• Excellent communication and client care skills
• Empathy and professionalism with sensitive matters
• Ability to work independently and collaboratively
• Full driving licence for occasional travel
• Mentoring junior colleagues would be beneficial

• empathy
• excellent communication
• client care
• Wills
• Estate planning
• Lasting Powers of Attorney

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