Private Client NQ

Overview

In this role, you join a small, well-regarded Surrey private client team to handle a busy high‑net‑worth caseload. You will focus on drafting wills and lasting powers of attorney, advising on estate and IHT planning, and administering estates and trusts within a supportive, collaborative environment. The role offers development opportunities as the department grows, with a strong emphasis on exceptional client care. This is a chance to shape private client services in a boutique setting while advancing your expertise. You will work closely with a friendly team that values professional growth and a proactive mindset.

Pay / Benefits

• Career development
• Competitive salary
• Supportive environment

Responsibilities

• Drafting wills and lasting powers of attorney
• Advising on estate and IHT planning
• Administering estates and trusts
• Assisting with elderly client matters and CoP work
• Managing a busy HNW caseload
• Collaborating in a growing private client department

Key requirements

• 2 PQE+ solicitor
• strong communication skills
• excellent attention to detail
• personable and proactive, with a commitment to client care
• genuine enthusiasm for developing expertise and taking on responsibility
• STEP qualification or interest in pursuing one (advantageous)

• strong communication
• attention to detail
• proactive mindset
• drafting of wills
• lasting powers of attorney
• estate and IHT planning

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