Overview
In this role you will manage and grow a busy private client caseload in wills, trusts, probate and estate planning, while expanding the firm’s Private Client team in South Wales. You will build new client relationships, drive business development, and collaborate across teams to shape the firm’s strategy. The hybrid Cardiff-based role offers leadership opportunities and a path to senior levels. You’ll contribute to a high-status practice with a loyal client base and ambitious growth plans.
Pay / Benefits
- competitive salary
- structured bonus scheme
- generous holiday allowance + bank holidays
- private medical insurance & eye care
- auto-enrolled pension
Responsibilities
- Manage and develop a busy private client caseload (wills, trusts, probate, estate planning)
- Build new client relationships and drive business development
- Collaborate across teams and contribute to firm-wide strategy
- Lead with confidence and support colleagues with experience
Key requirements
- Qualified Solicitor or CILEX with 7+ years PQE in Private Client
- Strong organisational skills and meticulous attention to detail
- Excellent communicator with experience handling sensitive client matters
- Experience in a broad Private Client caseload (trusts, wills, estate admin)
- STEP qualification (or working towards it) is a bonus
- Proactive networking, community engagement, and business growth mindset
- communication
- organisational skills
- proactivity
- wills
- trusts
- probate
…
