Solicitor/Legal Executive-Private Client-Somerset-3+ Exp.

Overview

In this Private Client role, you will manage a varied caseload encompassing wills, trusts, probate, tax, and estate administration. You’ll work within a collaborative team that prioritizes exceptional client care and holistic advice. You will engage directly with clients, including in-home visits, and support vulnerable clients with sensitivity while meeting service standards. Your work will shape high-quality outcomes and contribute to firm profitability through effective fee earning and collaboration across practice areas.

Pay / Benefits

• Competitive salary
• Supportive, friendly and collaborative working environment
• Opportunities for career development and progression
• Ongoing training and professional development
• Pension scheme
• Health insurance

Responsibilities

• Drafting Wills and Powers of Attorney
• Advising on trusts, tax, probate and estate administration
• Handling a broad range of private client matters efficiently and effectively
• Attending clients at home or agreed locations when required
• Progressing matters in line with service level agreements using the case management system
• Delivering a profitable contribution through personal fee earning and meeting time/billing targets
• Providing compassionate, sensitive support to elderly or vulnerable clients
• Collaborating with colleagues across practice areas to deliver holistic advice
• Conducting legal research and keeping up to date with legislative changes
• Maintaining high quality file management and compliance standards

Key requirements

• Experience across Wills, Powers of Attorney, trusts, probate and tax matters
• Strong client care skills and the ability to build long term relationships
• A compassionate, professional approach, particularly with elderly or incapacitated clients
• Excellent drafting, organisation and communication skills
• Confidence managing a varied caseload independently
• A proactive, flexible mindset and commitment to high professional standards
• Ability to work collaboratively within a supportive team

• client care
• compassionate approach
• excellent communication
• draftingWillsPoa
• trusts
• probate

…