The posting
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The Role:
As a key member of the Private Client department, you will manage a varied caseload covering all aspects of wills, probate, estate administration, and related advisory work. Youll be joining a practice where compassion and professionalism go hand in hand, ideal for a solicitor who wants to make a meaningful difference while enjoying a supportive and down-to-earth team culture.
Key Responsibilities:
- Manage a mixed caseload including: Drafting wills and codicils Estate and probate administration Lasting Powers of Attorney Trust creation and administration Inheritance Tax planning and general private client advisory work
- Provide clear, empathetic guidance to clients, often at sensitive times
- Conduct meetings with clients, executors, beneficiaries, and other stakeholders
- Prepare and review legal documentation with a strong attention to detail
- Ensure compliance with SRA, AML, and all relevant regulatory requirements
- Maintain accurate and up-to-date case records using case management software
- Work closely with colleagues to meet deadlines and contribute to departmental goals
- Support junior members of the team (if required)
Requirements:
- Qualified Solicitor or Legal Executive with experience in Private Client law
- Minimum 23 years PQE in wills, probate, and estate administration
- Strong technical knowledge of UK private client law and relevant procedures
- Excellent communication skills and a compassionate, client-focused approach
- Ability to manage a busy caseload independently and efficiently
- Strong attention to detail and organisational skills
- Confidence using case management systems and Microsoft Office
- A genuine desire to offer high-quality, personable client service Desirable:
- STEP qualification or working towards it
- Experience with complex estates or tax planning matters
- Knowledge of trusts and Court of Protection applications What the Firm Offers:
- Competitive salary with bonus opportunities
- A truly friendly, family-like firm where youll feel supported and valued
- Clear pathways for career development and progression
- Flexible/hybrid working (where applicable)
- Ongoing training, CPD, and support with further qualifications
- Firm pension scheme
- Additional leave and other staff benefits If youre looking for a role where your expertise is appreciated and your wellbeing matters, this welcoming and family-oriented firm could be the ideal place to continue your Private Client career.



