Overview
In this role you help deliver high-quality private client services across wills, estates, trusts and capacity matters within a supportive Gloucester team. You will handle confidential client matters, draft key documents, and guide probate and deputyship work, while contributing to department growth and business development. The position blends technical practice with client-focused service in a hybrid-working, collaborative firm. You will influence case progression, billing, and policy compliance, shaping a trusted private client service.
Pay / Benefits
- hybrid working
- competitive salary
- 25 days’ holiday plus bank holidays
- wellbeing initiatives
- CPD support and regular training
- clear progression opportunities
Responsibilities
- Conduct initial consultations and client triage
- Draft wills and advise on estate planning, trusts and inheritance tax
- Prepare Lasting Powers of Attorney and related registrations
- Prepare trust documentation and manage probate matters
- Advise on deputyships and Court of Protection matters
- Oversee ongoing case management and file progression
- Support department development and coordination
- Engage in networking and business development to generate workflows
- Manage WIP, billing and client financing
- Aim to meet monthly and annual fee targets
- Ensure files are organized and compliant with firm policies
- Utilize the firm’s case management system for documentation
Key requirements
- Qualified Solicitor in England & Wales with 3+ years’ PQE
- Strong experience in Wills, LPAs, probate, trusts and capacity matters
- Highly organized with ability to manage own workload and deadlines
- Excellent drafting, analytical and communication skills
- Experience using multiple systems and managing detailed case files
- Proactive, client-focused with strong relationship-building
- Collaborative team player
- Strong administrative skills and attention to detail
- Commercial awareness and ability to work toward financial targets
- proactive
- client-focused
- strong communication
- Wills
- LPAs (Lasting Powers of Attorney)
- probate
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