Overview
In this role you will manage a varied Private Client caseload (wills, probate, tax planning, powers of attorney, Court of Protection) and build strong client relationships. You will join a down-to-earth, collaborative Bournemouth team within an established firm that supports growth, including STEP qualifications. You will help grow the Private Client department and contribute to firm initiatives. This is an office-based, full-time role in a friendly, people-focused environment with clear progression.
Pay / Benefits
- Company pension
- Death in service
- Enhanced maternity pay
- Free on site parking
- Company events
- Monday-Friday working pattern
Responsibilities
- Manage a varied caseload of Private Client matters (wills, probate, tax planning, powers of attorney, Court of Protection, elderly client work)
- Build and maintain strong client relationships
- Contribute to growth and development of the Private Client department
Key requirements
- 1-3 years PQE across core Private Client areas
- Strong communication and client care skills
- Positive, proactive and personable approach
- Confidence managing your own caseload
- Enthusiasm for contributing to team growth and wider firm initiatives
- strong communication
- client care
- proactivity
- personable
- team-oriented
- Private Client areas: wills, probate, tax planning, powers of attorney, Court of Protection, elderly client work
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