Overview
In this role you will manage a mixed Private Client caseload with emphasis on Wills, LPAs, and Probate, delivering exceptional client service. You will nurture profitable client relationships while meeting fee targets and contributing to service improvements. You will ensure compliance with SRA and Lexcel standards in a busy, fast-paced environment. This position offers collaborative teamwork in a well-regarded Wiltshire practice that values diversity and high professional standards.
Responsibilities
- Manage and develop an existing caseload of Private Client work
- Build and maintain strong, profitable client relationships
- Deliver fee income targets and identify service improvements
- Ensure compliance with professional standards including SRA and Lexcel
Key requirements
- Minimum 3 years’ PQE
- Extensive experience across Private Client matters
- Strong technical ability and excellent communication
- Professional, client-focused approach
- Organised, detail-oriented, able to work at pace and under pressure
- Flexible, collaborative mindset
- Strong IT skills
- excellent communication
- client-focused
- organized
- detail-oriented
- strong IT skills
- SRA and Lexcel compliance awareness
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