Private Client Partner - Lead Wills, Trusts & Tax

Reflect Recruitment Group; Bourne; Hybrid; GBP 40,000 - 60,000; Full time

Benefits offered by this job

Competitive holiday allowance

Staff discount on legal fees

Income protection

Life assurance at 3 x salary

Salary Exchange Pension Scheme

Employee Assistance Programme

Job summary

Reflect Recruitment Group is looking for an experienced Qualified Solicitor or Legal Executive to join the Private Client Department. This role involves managing a varied caseload, advising on wills, trusts, and estate planning.

You will provide leadership within the department, support junior team members, and contribute to the firm’s business development activities. Ability to work autonomously and build client relationships is essential.

Qualifications

• Experience across mainstream Private Client matters.
• Ability to manage a varied caseload accurately.
• Experience advising on wills and Court of Protection matters.

Responsibilities

• Provide high-quality ongoing service to clients.
• Manage fee-earning work according to firm's procedures.
• Support junior team members and contribute to business development.

Skills

Qualified Solicitor or Legal Executive

Experience in tax planning

Experience in estate administration

Experience leading a small team

High level of competency using Office

Understanding of trusts

Experience with business development

Strategic thinker

Written and verbal communication

Proactive attitude

Job description

Reflect Recruitment Group is looking for an experienced Qualified Solicitor or Legal Executive to join the Private Client Department. This role involves managing a varied caseload, advising on wills, trusts, and estate planning.

You will provide leadership within the department, support junior team members, and contribute to the firm’s business development activities. Ability to work autonomously and build client relationships is essential.