Private Client Lawyer (Office/Hybrid)

TN United Kingdom; Bristol; On-site; GBP 40,000 - 80,000; Full time

Job summary

An innovative law firm is seeking a dedicated Private Client Lawyer with expertise in Wills, Trusts, and Probate. In this role, you will manage a diverse caseload, providing legal support and guidance to clients while ensuring compliance with firm policies. Your ability to communicate effectively with clients and maintain a high standard of client care will be crucial. This position offers the opportunity to work in a collaborative environment, where you can contribute to the development of junior staff and the firm's culture. If you are passionate about delivering exceptional legal services and thrive in a dynamic setting, this role is perfect for you.

Qualifications

• 3+ years PQE in Private Client law with strong knowledge of Wills and Probate.
• Excellent communication skills and attention to detail are essential.

Responsibilities

• Maintain case management workflow and ensure timely updates to clients.
• Provide legal guidance on Wills, Trusts, and Estate Administration.

Skills

Wills and Trusts

Probate Law

Client Communication

Legal Research

Attention to Detail

Business Development

Legal Technology

Education

Recognised Legal Qualification in Private Client

Tools

Case Management Software

Legal Research Tools

Job description

Client:

VacantC Legal Recruitment

Location:

Bristol, United Kingdom

Job Category:

Other

EU work permit required:

Yes

Job Reference:

8e25019163bc

Job Views:

3

Posted:

04.04.2025

Expiry Date:

19.05.2025

Job Description:

Job Overview

Our client is looking for an ambitious and experienced Private Client Lawyer who has experience of Wills, Trusts & Probate. The successful applicant will have recent knowledge and experience within a Private Client Department, assisting on a varied caseload of Wills, Probates, LPAs and Estate Administration.

Practical experience handling client enquiries face to face and via telephone and email is essential as well as being confident and articulate.

The ideal candidate will have an excellent manner when dealing with clients and be able to visit clients in their homes as and when needed.

Responsibilities and Duties

• Maintaining the Case Management Workflow and Key Stages ensuring these are run when due, thus ensuring all parties are sent real time updates
• To complete tasks competently and within defined timescales to stay in line with Service Level Agreements
• Maintaining and checking Due Diligence and Risk Assessments in line with the firms policies
• Providing legal guidance and support to clients
• Maintaining an adequate and up to date knowledge of the law and practice through your own CPD and training course allocated to you by the Head of HR, Learning & Development
• Ensuring compliance with the firms policies and procedures
• Being a point of contact with clients with excellent communication levels
• Assisting the Legal Assistants and Trainees with any queries
• Mixed caseload including drafting and reviewing existing wills, drafting powers of attorney, trusts, dealing with administration of estates including advising on tax issues and dealing with Court of Protection work
• To complete tasks competently and within defined timescales including taking dictations and typing
• Liaising with clients and other contacts, dealing with queries, taking instructions and conducting letter and telephone enquiries as necessary
• Maximise the firm's potential to cross-sell services by identifying appropriate opportunities

Experience Required

• At least 3 years PQE
• Completed a recognised legal qualification specialising in Private Client
• To be able to work to a high standard and possess a fine attention to detail and to be organised and efficient whilst working under pressure
• Excellent communication skills both written and verbal
• High standards of client care with a professional and pleasant manner
• Strong business development skills with contacts in the property sector in their local area
• Strong understanding of legal technology and how that can be used and integrated into a Private Client department
• Strong interest in helping support and develop junior members of staff
• Being involved in the development of the firms culture
• Excellent IT skills to work in an innovative and forward-thinking law firm