Private Client Senior Solicito

Overview

In this role you will join a respected private client team in Surrey, handling wills, probate, estate planning and trusts. You will manage a varied caseload including estate administration, inheritance tax planning, powers of attorney and trust creation, applying precise drafting and client-focused advice. You will demonstrate sound technical knowledge, maintain high standards of client care, and work with integrity within a collaborative firm culture. This is an opportunity to contribute to a forward-thinking firm and develop your career in private client law.

Responsibilities

• Manage varied caseload: estate administration, inheritance tax planning, powers of attorney, trust creation
• Provide clear, empathetic advice to clients on sensitive personal matters
• Maintain high standards of client care and professional integrity
• Draft accurately and with attention to detail
• Ensure compliance with SRA and AML rules
• Work both independently and as part of a collaborative team

Key requirements

• 5+ PQE
• Private Client Solicitor or Chartered Legal Executive
• Trusts experience essential
• Strong drafting and technical knowledge
• SRA and AML compliance experience
• Independent working capability and client-care focus

• client-focused
• empathetic communication
• professional integrity
• trusts experience
• estate administration
• inheritance tax planning

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