Overview
In this Private Client role, you will manage a varied caseload spanning wills, probate, LPAs, and trusts, with scope to deepen your expertise. You join a Legal 500-recognised team that serves elderly care and succession planning, helping clients through complex planning and estates. You will build relationships with clients and referrers, working with autonomy within a supportive firm culture. This opportunity offers professional development, competitive rewards, and a chance to shape service delivery for clients. You’ll contribute to a mission of compassionate, high-quality private client service.
Pay / Benefits
- Competitive salary + discretionary bonus
- 33 days’ holiday (incl. bank holidays)
- Birthday off
- WPA health cash plan & Employee Assistance Programme
- Free wills & conveyancing for employees
- Supported training & career progression
Responsibilities
- Manage a varied private client caseload aligned with experience (wills, probate, LPAs, trusts, IHT planning)
- Develop and grow client relationships and referrer networks
- Work with autonomy while receiving support and opportunities for progression
- Contribute to the team’s delivery of high-quality, compassionate private client services
- Support continuous professional development and training inside the firm
Key requirements
- 1–2 years’ experience in private client work (more is welcome)
- Understanding of full spectrum of private client services
- Ability to build strong client and referrer relationships
- Empathetic, proactive, and team-oriented mindset
- Empathy
- Proactivity
- Team player
- Wills
- Probate
- LPAs
…
