Overview
In this role you will manage a varied private client caseload and deliver tailored guidance on wills, probate, trusts, LPAs and related tax matters. You’ll build relationships with clients and contribute to business development, while mentoring colleagues in a collaborative, award-winning team. The role combines technical depth with client-centred care and opportunities for professional progression. You’ll work within a respected national private client practice that prioritises knowledge sharing and client care.
Pay / Benefits
- diverse and inclusive culture
- equal opportunities employer
- professional development and training
- supportive environment prioritising development
- opportunities for progression
- competitive salary
Responsibilities
- Manage a broad caseload of private client matters (wills, probate, estate administration, LPAs, trusts, tax)
- Provide clear, expert advice tailored to clients’ needs
- Develop client relationships through networking and business development
- Support junior team members with training, development, and progression
- Contribute to a collaborative team culture with shared knowledge
Key requirements
- At least 2 years’ PQE in Private Client work
- Strong technical knowledge across wills, probate, trusts, LPAs and estate administration
- Client-centred approach with excellent communication skills
- Ability to manage a varied caseload independently
- Collaborative mindset and willingness to support colleagues
- STEP qualification or interest in pursuing it (advantageous but not essential)
- client-focused
- excellent communication
- collaborative mindset
- wills
- probate
- trusts
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