Overview
In this Plymouth-based role you will manage a varied private client caseload (wills, probate, LPAs, trusts, IHT planning) within a Legal 500-recognised team, delivering compassionate, client-focused service. You’ll grow your expertise and client relationships, supported by a collaborative environment that values autonomy and development. The role offers meaningful impact through thoughtful succession planning and elder-care matters, with a clear pathway to progression.
Pay / Benefits
- competitive salary
- discretionary bonus
- 33 days holiday incl bank holidays + birthday off
- health cash plan
- Employee Assistance Programme
- free wills & conveyancing for employees
Responsibilities
- Manage a varied private client caseload aligned to your experience
- Develop and maintain relationships with clients and referrers
- Provide empathetic, proactive client care and guidance
- Contribute to the growth of client relationships and expertise within the team
- Support and participate in training and career progression initiatives
- Collaborate with colleagues in a high-quality, specialist group
Key requirements
- 1-2 years’ experience in private client work
- understands the full spectrum of private client services
- builds strong relationships with clients and referrers
- empathetic, proactive, and a team player
- empathy
- proactivity
- team player
- wills
- probate
- LPAs
…
