Overview
In this role you will lead high‑quality private client work within a well‑established Surrey practice. You will manage your own caseload across Wills, Probate, Lasting Powers of Attorney, and Inheritance Tax Planning while supervising junior colleagues. You’ll contribute to business development and maintain excellent client relationships. The position offers clear progression in a respected regional firm serving the Surrey and South East region.
Pay / Benefits
- competitive salary
- clear progression opportunities
Responsibilities
- Manage own caseload across Wills, Probate, LPA and Inheritance Tax Planning
- Supervise junior colleagues and provide mentoring
- Contribute to business development initiatives and client acquisition
- Maintain excellent client communication and case management
- Support senior team in complex matter handling and strategy
- Represent the firm in cross‑functional collaboration within the Private Client team
Key requirements
- 8+ years PQE
- strong technical expertise across Wills, Probate, Lasting Powers of Attorney, Inheritance Tax Planning, and elderly client matters
- excellent communication and client management skills
- ability to supervise junior colleagues
- ability to contribute to business development
- excellent communication
- client management
- leadership/mentoring
- Wills
- Probate
- Lasting Powers of Attorney
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