Solicitor/Chartered Legal Executive-Private Client-Somerset

Overview

In this role you will manage a broad Private Client caseload within a forward-thinking Somerset firm. You will handle wills, LPA, tax planning, and complex estate administration while supporting elderly and vulnerable clients. The role offers flexible/hybrid working, clear progression, and a chance to contribute to the growth and profile of the Private Client team. You will build strong client relationships and help shape service delivery in a supportive environment with impact locally.

Pay / Benefits

• Hybrid, remote, part time, condensed hours
• Career progression framework and mentorship
• Competitive pay, reviewed annually
• Birthday leave
• Buy or sell annual leave
• KPI linked bonus

Responsibilities

• Wills and estate planning
• Lasting Powers of Attorney
• Inheritance tax advice
• Estate administration (including complex and taxable estates)
• Trusts and lifetime planning
• Court of Protection and deputyship matters
• Supporting elderly and vulnerable clients
• Cross-border estate matters (desirable)
• Develop client relationships and support team growth

Key requirements

• Solicitor (3-6 years PQE) or Chartered Legal Executive (essential)
• STEP / TEP qualified (desirable)
• Strong technical ability in Private Client
• Experience managing own Private Client caseload
• Strong knowledge across core Private Client areas
• Recent estate administration experience
• Excellent communication and client care
• Empathetic and professional handling of sensitive matters
• Independent and collaborative working style
• Positive, solutions-focused approach
• Full driving licence for occasional office travel
• Mentoring experience beneficial

• excellent communication
• empathy and client care
• professionalism
• Wills and estate planning
• Lasting Powers of Attorney
• Inheritance Tax advice

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