Private Client Legal Executive – Sherborne

Overview

You will handle private client work for a well‑established South West firm, focusing on wills, trusts, LPAs and estate administration. You will manage your own caseload with clear, empathetic client communication, while supporting colleagues and contributing to business development and community engagement. The role sits in a supportive culture that values long‑standing client relationships and collaboration. This is a chance to shape private client services within a growing team and progress within the firm’s framework.

Pay / Benefits

• competitive salary
• progression opportunities
• 25 days’ holiday + Christmas closure and birthday off
• contributory pension
• discretionary annual bonus
• wellbeing support

Responsibilities

• Advising on wills, trusts, LPAs and estate administration
• Managing own caseload from instruction to completion
• Drafting clear, high‑quality legal documents
• Communicating with clients in an empathetic, straightforward manner
• Supporting junior colleagues and contributing to team development
• Getting involved in business development and community engagement
• Building strong working relationships across the firm

Key requirements

• Experience within a private client team
• Strong client‑care skills and ability to build rapport
• Good organisational skills and ability to manage a varied caseload
• Commercial awareness and a proactive approach
• Willingness to develop BD and networking skills
• Collaborative, team‑focused mindset

• strong client-care
• empathy and rapport
• collaboration and teamwork
• Wills and trusts
• LPAs (lasting power of attorney)
• Estate administration

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