Overview
In this Private Client role, you’ll manage a varied caseload focused on wills, LPAs, and estate matters within a supportive, forward-thinking firm. You will collaborate with the Private Client team to sustain strong client relationships and help grow the department in Yeovil. The position offers hybrid flexibility and clear career progression as you develop expertise in private client matters. This is a client-focused opportunity at a respected Somerset firm that values autonomy and practical problem-solving.
Pay / Benefits
- hybrid working options
- flexible working options (full/part time, condensed hours)
- career progression framework
- mentorship programme
- competitive pay with annual reviews
- birthday leave and buy/sell annual leave
Responsibilities
- Manage a varied Private Client caseload including wills and LPAs
- Handle taxable and non-taxable estate work and estate administration
- Assist with trust and Court of Protection matters (where applicable)
- Maintain strong client relationships and contribute to department growth
- Support the team with ad hoc administration and progression initiatives
Key requirements
- Private Client specialist with Solicitor (NQ-2 PQE) or Chartered Legal Executive
- Strong technical and client care skills
- Excellent communication and interpersonal abilities
- Experience handling a range of Private Client matters
- Ability to work autonomously and manage own administration
- Proactive, solutions-focused approach
- Full driving licence for occasional travel across Somerset
- STEP or SFE accreditation desirable, with training support offered
- excellent communication
- client-focused
- autonomous worker
- Wills
- LPAs
- estate administration
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