Private Client Solicitor


Details:
  • Salary: £30,000 - 35,000 - Annum
  • Job Type: Permanent
  • Job Status: Full-Time
  • Salary Per: Annum
  • Location: Cheltenham
  • Date: 15 hours ago
Description:

PRIVATE CLIENT SOLICITOR

Job Title: Private Client Solicitor

Reports To: Senior Management Team

Direct Reports: Legal Assistant / Paralegal

Overview

An opportunity has arisen for an experienced Private Client Solicitor to join a well-established and growing legal practice. The successful candidate will play a key role in the continued development of the Private Client department, managing a varied caseload while contributing to business growth, client service excellence, and the firm's long-term strategic objectives.

Key Responsibilities

Fee-Earning and Client Work

Manage and develop a personal caseload of private client matters from instruction through to completion.
Provide high-quality legal advice across a broad range of private client services.
Maintain strong client relationships and deliver exceptional levels of client care.
Conduct client meetings and provide clear, practical legal guidance tailored to individual circumstances.
Ensure all matters are progressed efficiently and in accordance with regulatory and professional standards.
Areas of Work

The successful candidate will have experience across a range of private client matters, including:

Wills and estate planning
Lasting Powers of Attorney
Probate and estate administration
Inheritance tax and succession planning
Declarations of Trust
Court of Protection matters
General private client advisory work
Department Development

Support the continued growth and development of the Private Client department.
Enhance the department's reputation for delivering high-quality legal services.
Work collaboratively with colleagues across the firm to identify and maximise cross-referral opportunities.
Contribute to marketing initiatives and business development activities.
Build and maintain professional relationships to generate new business and referral opportunities.
Assist in the implementation of departmental growth strategies and objectives.
Compliance and Administration

Handle client enquiries and communications in a professional and timely manner.
Ensure accurate matter inception and completion procedures are followed.
Work closely with support staff to prepare client care documentation and maintain compliance requirements.
Maintain accurate records and case management information.
Adhere to all regulatory, professional and internal compliance procedures.
Person Specification

Qualifications and Experience

Qualified Solicitor with relevant post-qualification experience in Private Client law.
Strong technical knowledge across all core areas of private client practice.
Proven experience managing a varied private client caseload independently.
Experience advising clients on a broad range of complex private client matters.
Skills and Attributes

Excellent technical and drafting skills.
Strong commercial awareness and business development capability.
Ability to build and maintain long-term client relationships.
Effective networking skills with a proven ability to generate new work.
Excellent written and verbal communication skills.
Strong organisational and time management abilities.
Proficient in the use of legal case management systems and Microsoft Office applications.
Ability to work both independently and collaboratively within a team environment.
Professional, approachable and confident manner when dealing with clients and colleagues.
High attention to detail and commitment to quality.
Resilient, adaptable and able to manage competing priorities effectively.
Personal Development

Commitment to ongoing professional development and continuous learning.
Maintain compliance with all relevant professional and Continuing Professional Development requirements.
Demonstrate a proactive approach to improving processes, systems and client service delivery.
Work closely with senior leadership to support the firm's strategic growth plans.
Key Competencies

Client relationship management
Technical legal expertise
Business development and networking
Commercial awareness
Team collaboration
Communication and interpersonal skills
Organisation and attention to detail
Professional integrity and accountability
The role offers the opportunity to become a key contributor within a growing department, helping to shape its future direction while delivering outstanding legal services to clients

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