Private Client Solicitor

Overview

In this role you will manage a private client caseload, handling matters from inception to completion within a supportive, experienced team. You will work toward becoming your clients’ trusted advisor, delivering practical, commercial advice and maintaining strong client relationships. The position offers variety, a focus on quality private client work, and opportunities to develop expertise in wills, estates, and related planning. This is a challenging, full-time opportunity in Ormskirk to contribute to a proactive private client service.

Pay / Benefits

• competitive salary
• supportive, progressive working environment
• experienced team

Responsibilities

• Manage own caseload of private client matters from inception to completion
• Draft wills and provide estate and inheritance tax planning
• Handle estate administration tasks
• Take instructions and prepare Lasting Powers of Attorney (health/welfare and property & financial affairs)
• Advise on and manage contentious probate matters
• Build rapport with clients and develop trust as their advisor
• Maintain excellent communication and attention to detail
• Demonstrate adaptability, organization, and professional appearance
• Utilize IT effectively to support case management and deadlines

Key requirements

• Background handling own caseload of private client matters
• At least 3 years PQE
• Strong communication and client-relations skills
• Practical and commercial approach
• Hardworking, organized, and detail-oriented
• Willingness to learn and be ambitious
• Ability to build rapport and network with clients

• Good personal skills
• Rapport and networking
• Strong communication
• Will drafting (complex)
• Estate administration
• Lasting Powers of Attorney (health/welfare and property/financial)

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