Overview
In this Private Client role you will manage a varied caseload across wills, estates, and related matters within a respected Somerset firm. You will work as part of the Private Client team, supporting growth and delivering excellent client care in a flexible, hybrid environment. You’ll handle both straightforward and complex matters, building strong client relationships and contributing to department development. This is a value-driven opportunity to shape private client services and advance your career with mentorship and clear progression.
Pay / Benefits
- Hybrid working
- Flexible hours options
- Career progression framework
- Mentorship programme
- KPI linked bonus
- Birthday leave
Responsibilities
- Manage a broad range of Private Client matters (wills, LPAs, estates, trusts)
- Administer estates and oversee related administration
- Support or lead Court of Protection matters where applicable
- Maintain excellent client relationships and contribute to department growth
- Collaborate with cross-functional teams to meet client needs
- Operate with initiative and manage own workload and administration
Key requirements
- Solicitor (NQ-2 years PQE) or Chartered Legal Executive
- Confident with a mixed caseload
- Strong communication and client care skills
- Experience handling straightforward and complex matters
- Ability to work independently and manage administration
- Proactive, solutions-focused approach
- Full driving licence for occasional travel
- Strong communication
- Client care
- Independence
- Wills and LPAs
- Estate administration
- Taxable and non-taxable estates
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