Private Client Fee Earner

tentwenty digital agency; Sefton; On-site; GBP 32,000 - 39,000; Full time

Job summary

tentwenty digital agency’s client, a long-established law firm with a strong local reputation, is seeking a dedicated Private Client Fee Earner to join its Southport and Waterloo offices. You will manage your own caseload in a busy private client team, handling wills, probate, Powers of Attorney and related matters with empathy and meticulous attention to detail.

Experience with Leap is desirable but not essential; on-the-job training will be provided.

Qualifications

• Qualified solicitor or working towards qualification with wills and probate experience.

Responsibilities

• Meeting with clients and taking instructions with empathy and practical advice.
• Estate administration from instruction to final distribution.
• Preparing Lasting Powers of Attorney and guiding clients through registration.
• Drafting wills reflecting clients’ wishes.
• Handling client enquiries promptly and professionally.
• Diary management to keep matters progressing.

Skills

Client meetings

Estate administration

Powers of Attorney

Drafting wills

Diary management

Client enquiries

Attention to detail

Organisational skills

Leap experience

Education

Qualified solicitor (or working towards)

Tools

Leap

Job description

Our client is a long-established law firm with a strong reputation in the local community, which prides itself on its excellent client care. The firm is now looking to welcome a dedicated Private Client Fee Earner to join its team across its Southport and Waterloo offices.

About the Role

You will be working in a small but busy Private Client department, managing your own caseload while supporting clients through some of the most important and often sensitive moments of their lives. Patience, understanding and a meticulous attention to detail are essential qualities for success in this role.

The firm uses Leap case management software. Previous experience with Leap would be advantageous, but it is not essential, as the right candidate will be supported in getting up to speed.

Key Responsibilities

• Meeting with clients: conducting initial and follow-up meetings, taking clear instructions and providing practical, empathetic advice.
• Estate administration: managing probate and estate administration matters from instruction through to final distribution.
• Powers of Attorney: preparing Lasting Powers of Attorney and guiding clients through the registration process.
• Drafting wills: preparing accurate, well-structured wills that reflect each client's wishes and circumstances.
• Client enquiries: handling telephone, email and in-person enquiries promptly and professionally.
• Diary management: organising appointments, deadlines and key dates to keep matters progressing efficiently.

Are You the Right Person for the Job?

We would love to hear from you if you have:

• A qualification as a solicitor, or be working towards qualification, with a minimum of one year's experience in wills and probate work.
• Sound knowledge of current law relating to private client work.
• Good working knowledge of Microsoft Word and Excel, with relevant keyboard skills.
• A patient, understanding and empathetic approach when dealing with clients.
• Excellent attention to detail and strong organisational skills.
• Experience with Leap case management (desirable but not essential).

Why Join?

• Join a long-established firm with a strong focus on client care.
• Competitive salary of £35,000 per annum.
• Regular Monday to Friday, 9:00am - 5:00pm working hours.
• The opportunity to develop your career within a close-knit and supportive team.