Overview
In this role you will manage a varied private client caseload, handling wills, probate, estate administration, estate planning and powers of attorney, either independently or with a supportive team. You will serve an established client base while contributing to the department’s growth and client relationships. The position offers opportunities to develop junior colleagues and engage in local networking and community initiatives. You will work with a focus on high-quality service, supported by technology-heavy workflows and flexible working arrangements.
Pay / Benefits
- competitive salary
- part-time and full-time options
Responsibilities
- Manage own private client caseload independently
- Handle wills, probate, estate administration, estate planning and powers of attorney
- Build and maintain client relationships and contribute to business development
- Collaborate with colleagues in a supportive team environment
- Support development of junior colleagues and participate in local networking/community initiatives
- Utilize legal technology and adapt to evolving working practices
- Occasional travel for home visits with driving license required
Key requirements
- At least 2 years’ PQE or equivalent experience in private client work
- Strong technical knowledge and file management
- Client-focused approach
- Willingness to engage in business development and networking
- STEP membership advantageous but not required
- Confident using legal technology
- Full driving licence and access to transport for home visits and travel
- client-focused
- team collaboration
- communication
- business development
- legal technology proficiency
- case management and file organization
…
