Private Client Lawyer – Tax, Trusts & Wills

Lester Aldridge; Bournemouth; On-site; GBP 45,000 - 65,000; Full time

Job summary

A leading law firm on the South Coast is seeking a Private Client Lawyer with 4-5 years PQE to join its Tax, Trusts, and Wills team in Bournemouth. This role involves advising clients, managing caseloads, and document drafting, offering a great opportunity for career development within a supportive environment.

Benefits

Private Medical Insurance

Market-led training and career progression opportunities

25 days holiday plus celebration day

Access to Perkbox

Contributory pension scheme

Qualifications

• 4-5 years PQE in private client work required.
• Strong background in wills, trusts, tax, estate planning, and probate.
• Confident in managing a busy caseload.

Responsibilities

• Advise clients on private client law, focusing on tax planning, trusts, and wills.
• Manage own caseload efficiently, delivering high-quality legal services.
• Prepare and review wills, trust deeds, and associated documentation.

Skills

Excellent communication

Organisation

IT skills

Client-focused mindset

Proactive

Education

Solicitor, Chartered Legal Executive, or Associate

Job description

Private Client Lawyer - Tax, Trusts & Wills

Lester Aldridge is looking for a talented and experienced Solicitor, Chartered Legal Executive or Associate to join our busy and highly regarded Tax, Trusts and Wills team in our Bournemouth office. This is an excellent opportunity for a lawyer with 4+ years PQE to take the next step in their career within a forward-thinking and supportive firm on the South Coast.

This is a great opportunity to develop your career in a leading regional law firm, working with supportive colleagues on high-quality Tax, Trusts and Wills' matters.

Your Responsibilities

Client Advisory: Advise clients on all areas of private client law, with a focus on tax planning, trusts, wills, and estate administration.

Case Management: Manage your own caseload efficiently, delivering high-quality legal services with minimal supervision.

Document Drafting: Prepare and review wills, trust deeds, powers of attorney, and related documentation.

New Client Engagement: Respond to new client enquiries, provide information on our services, and refer work across the firm as appropriate.

Research & Solutions: Stay informed on legal developments and provide creative, practical solutions to client issues.

Compliance: Follow firm procedures including anti-money laundering, client engagement, time recording and billing protocols.

Team Support: Collaborate effectively with colleagues and contribute to mentoring and supporting junior team members.

Business Development: Play an active role in promoting the firm’s services through networking and marketing activities.

About Us

Lester Aldridge has built a strong reputation as a leading law firm on the South Coast. Our Private Client team is known for delivering clear, compassionate advice to individuals, families and trustees across a range of complex matters. We believe in creating a positive, professional environment where everyone can thrive, supported by access to a first-class client base and a culture of collaboration and excellence.

What We’re Looking For

Qualifications: Solicitor, Chartered Legal Executive, or Associate with 4–5 years PQE in private client work.

Experience: Strong background in wills, trusts, tax, estate planning and probate.

Skills: Excellent communication, organisation and IT skills. A proactive, client-focused mindset is essential.

Attributes: Highly motivated, able to work independently under pressure, with a strong sense of initiative.

Approach: Confident in managing a busy caseload, with an enthusiasm for business development and building client relationships.

What We Offer

Competitive Salary: Commensurate with experience and qualifications.

Private Medical Insurance: Comprehensive coverage for your health and wellbeing.

Training & Development: Market-led training with real opportunities for career progression.

Generous Leave: 25 days holiday plus an additional celebration day.

Perks & Benefits: Access to Perkbox and a contributory pension scheme.

At Lester Aldridge, we are proud of our inclusive and supportive culture. We are committed to being an equal opportunities employer and welcome applications from all suitably qualified individuals, regardless of background.

Private Client Lawyer - Tax, Trusts & Wills