Private Client Solicitor – Swansea

Overview

In this role you will manage a varied private client caseload, from wills and LPAs to estate administration and trust work, with direct client contact and strong senior support. You’ll contribute to business development and thought leadership through seminars and articles. The role sits in a supportive, inclusive private client team that serves high net worth individuals and trustees. You’ll shape client care and complex cross-border matters while progressing toward formal accreditation goals.

Pay / Benefits

• Private healthcare
• Health cash plan
• Pension
• Life insurance
• Generous holiday allowance
• Hybrid working

Responsibilities

• Drafting wills, codicils and letters of wishes
• Preparing LPAs and handling Court of Protection applications
• Estate administration, probate applications and inheritance tax reporting
• Trust creation and administration, including related tax considerations
• Lifetime and succession planning, including IHT and CGT
• Advising on domicile, residence and cross border succession issues
• Contributing to business development, seminars and training, and producing articles

Key requirements

• Qualified Solicitor (England & Wales) with 2+ years’ PQE in Private Client
• Solid experience in wills, probate and LPAs; exposure to trusts and tax is an advantage
• Strong drafting skills and excellent attention to detail
• Empathetic, professional client manner with strong communication skills
• Organised, proactive and able to manage competing deadlines
• Team focused, collaborative and committed to high client care standards
• STEP or Lifetime Lawyer accreditation (or willingness to work towards it)

• Empathy
• Excellent communication
• Team collaboration
• Wills drafting
• LPAs
• Probate and estate administration

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