Private Client Solicitor 3 years +

Law Staff Legal Recruitment Ltd; Roxwell, Southampton; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

A leading legal recruitment firm is seeking an experienced Private Client Solicitor or Chartered Legal Executive to join their Wills, Trusts & Probate Team. This role offers the opportunity to manage a diverse caseload, with flexible working arrangements and a competitive salary based on experience. The ideal candidate will have a proven background in Private Client work and excellent communication skills, contributing to the growth of a forward-thinking firm.

Benefits

Employee Pension Scheme

24 days annual leave plus Bank Holidays

Life Assurance

Healthcare Plan

Flexible/Hybrid Working

Bonus Scheme

Opticians Scheme

Free Parking

Staff Discounts

Christmas Saving Club

Qualifications

• Approximately 3+ years PQE in Private Client work.
• Knowledge of contested Wills and Inheritance Act claims.
• Experience with trusts, estate administration, and taxation.

Responsibilities

• Manage a diverse caseload of private client matters.
• Prepare Wills and administer Estates for clients.
• Participate in business development and marketing activities.

Skills

Communication

Organizational skills

Interpersonal skills

Technical awareness

Education

STEP or SFE qualification

Job description

PRIVATE CLIENT SOLICITOR OR CILEX 3 plus PQE

Location: Essex/London

Salary: £50,000 - £70,000 DOE

Job Reference: 37138

Our client is seeking an experienced Private Client Solicitor or Chartered Legal Executive to join the Wills, Trusts & Probate Team. The role may be based at their head office in Essex, on a full-time or part-time basis.

This role offers the opportunity to manage a diverse caseload of private client matters.

What is on offer?

• Being part of an exciting, growing business that truly puts clients first.
• A hybrid-style, flexible working pattern, based between the office and home.
• Salary based on experience and the value you can bring to the firm, including an Employee Pension Scheme.
• Opportunities for professional development through internal and external training.
• 24 days of annual leave plus Bank Holidays.
• Additional employee benefits including Life Assurance, Healthcare Plan, Flexible/Hybrid Working, Bonus Scheme, Opticians Scheme, Free Parking, Staff Discounts, and Christmas Saving Club.

The Role

An established role within the Private Client Department.

Proven background and enthusiasm for Private Client work, including:

• Contentious Probate work, including claims under the Inheritance (Provision for Family and Dependants Act) 1975.
• Preparation of Wills.
• Administration of Estates for both business and private clients.
• Lifetime and Post-Death Tax Planning.
• Lasting Powers of Attorney.
• Court of Protection Orders.
• Residential and Nursing Care issues.
• Trust formation and administration.

This role offers an excellent opportunity to develop skills and experience and contribute to the growth of a long-established, forward-thinking firm.

The role also involves active participation in marketing, article drafting, PR, business development, social media, and networking activities.

Your Experience & Technical Ability

• Approximately 3+ years PQE.
• STEP or SFE qualification preferred but not essential.
• Knowledge of contested Wills and Inheritance Act claims.
• Experience acting for clients in contentious Probate matters.
• Ability to advise and progress claims under IPFDA 1975.
• Experience with disputes over Will validity, capacity, estate administration, and costs.
• Preparation of responses to Larke v Nugus requests.
• Understanding of Will preparation, including asset protection and tax mitigation measures.
• Knowledge of inheritance, capital gains, and income tax principles as they relate to estate planning.
• Experience with trusts, estate administration, taxation, and deeds of variation.
• Preparation and registration of Lasting Powers of Attorney, especially for elderly clients.
• Strong organizational, interpersonal, and IT skills.
• Excellent communication skills, both written and verbal.
• Enthusiastic team player with a good balance of technical and commercial awareness.

Contact Person: Marcus Stevens

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