Overview
In this role, you will join a respected private client team in Cardiff to handle wills, probate, trusts, and estate planning at a senior level. You will manage a broad caseload, advise on complex matters, and contribute to the department’s strategic growth. You will supervise junior colleagues, develop client relationships, and play a key role in business development. The role offers the chance to shape the practice, work closely with cross-functional teams, and advance within a collaborative, forward-thinking firm.
Pay / Benefits
- Competitive salary
- Minimum 25 days’ annual leave plus bank holidays
- Personal day, birthday leave and Christmas closure day
- Annual leave purchase scheme
- Gym membership discounts
- Clear opportunities for progression and development
Responsibilities
- Manage a broad and varied caseload including wills, estate planning, probate, and trusts
- Provide clear, commercially focused advice on complex matters
- Oversee Lasting Powers of Attorney and Court of Protection work
- Build and maintain long-term client relationships
- Supervise and mentor junior solicitors, trainees and support staff
- Contribute to business development and networking efforts
- Ensure regulatory and professional compliance
- Assist with strategic growth of the Private Client department
- Maintain meticulous file management, time recording and billing
Key requirements
- Qualified Solicitor in England & Wales with 5-8 years PQE
- Strong experience across wills, probate and trusts
- STEP qualification (or working towards) highly desirable
- Proven ability to manage a complex caseload independently
- Excellent drafting, analytical and problem solving skills
- Outstanding communication and interpersonal abilities
- Experience supervising junior team members
- Demonstrable business development experience
- Professional, organised and able to manage competing priorities
- Collaborative, team focused approach
- strong communication
- interpersonal abilities
- team collaboration
- wills, estate planning and wealth preservation
- probate and estate administration
- trust creation, structuring and management
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