Private Client Legal Executive – Sherborne

Overview

In this Private Client role you will manage wills, trusts, LPAs and estate administration within a collaborative firm known for its supportive culture. You will handle your own caseload from instruction to completion while drafting clear documents and maintaining empathetic client communication. The position also involves supporting junior colleagues, contributing to business development and engaging with the wider firm on relationship-building. This is a client-facing opportunity to shape private client services and support the community with a thoughtful, growth-minded team.

Pay / Benefits

• 25 days’ holiday (plus Christmas closure and birthday off)
• contributory pension scheme
• discretionary annual bonus
• 24/7 wellbeing support
• private medical insurance (optional)
• EAP

Responsibilities

• Advising on wills, trusts, LPAs and estate administration
• Managing your own caseload from instruction to completion
• Drafting clear, high‑quality legal documents
• Communicating with clients in an empathetic, straightforward way
• Supporting junior colleagues and contributing to team development
• Getting involved in business development and community engagement
• Building strong working relationships across the firm

Key requirements

• Experience within a private client team
• Strong client-care skills and the ability to build rapport
• Good organisational skills and confidence managing a varied caseload
• Commercial awareness and a proactive approach
• Willingness to develop BD and networking skills
• A collaborative, team‑focused mindset

• client-care
• rapport-building
• communication
• wills
• trusts
• LPAs (lasting powers of attorney)

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