Private Client Solicitor

2i Recruit Ltd; Dorking; On-site; GBP 40,000 - 55,000; Full time

Job summary

A legal practice in Dorking seeks a Private Client Fee-earner with Trusts experience to provide expert advice on wills, probate, and estate planning. You will join a dedicated team, manage client relationships, and ensure compliance with legal standards. This role offers professional development opportunities in a supportive environment.

Benefits

25 days holiday

3 days Christmas/New Year leave

Private medical cover

Cash plan

Competitive salary and benefits package

Professional development opportunities

Supportive work environment

Qualifications

• 5+ years PQE focusing on private client law.
• Excellent written and verbal communication skills.
• Strong organisational skills and attention to detail.

Responsibilities

• Provide legal advice on wills, probate, and trusts.
• Manage a caseload with detailed record-keeping.
• Prepare and ensure compliance of legal documents.

Skills

Attention to detail

Communication

Organisational skills

Client relationship management

High ethical standards

Education

Qualified Solicitor or Chartered Legal Executive

Tools

Case management systems

Standard office software

Job description

Our client’s private client department offers expert advice on wills, probate, estate planning and trusts. They are seeking a motivated and detail-orientated Private Client Fee-earner with Trusts experience to join their team in Dorking and contribute to their continued success.

Ideally, they are looking at NQ level in Cobham and 5 years + PQE in Dorking.

Company Benefits:

• 25 days Holiday
• 3 Days Christmas / New Year Leave
• Private Medical Cover
• Cash Plan
• Competitive salary and benefits package.
• Opportunity to work with a team of dedicated and experienced professionals.
• Professional development and continuing education opportunities.
• Supportive and inclusive work environment.

Key Responsibilities:

• Provide advice and assistance to clients on various private client matters, including wills, probate, estate administration, trusts, and powers of attorney.
• Manage a caseload, ensuring each case is handled with professionalism and efficiency. Maintain detailed and accurate records of all client interactions and case progress.
• Prepare legal documents, such as wills, lasting powers of attorney, and trust deeds. Ensure all documentation is thorough, accurate, and compliant with legal standards.
• Assist clients with estate planning, including inheritance tax planning and advising on the creation and management of trusts.
• Support the administration of estates, including obtaining grants of probate or letters of administration, dealing with HMRC for inheritance tax matters, and distributing estate assets.
• Maintain high standards of client care, providing clear and practical advice while being sensitive to the needs and concerns of clients, often in difficult personal circumstances.
• Ensure all work is conducted in accordance with relevant legal and regulatory requirements, including the Solicitors Regulation Authority (SRA) guidelines and Anti-Money Laundering (AML) regulations.
• Engage in continuous professional development to keep up to date with changes in private client law and practice.

Experience and Skills Requirements:

• Qualified Solicitor or Chartered Legal Executive, ideally with 5 years + PQE, with a focus on private client law.
• Excellent written and verbal communication skills, with the ability to explain complex legal concepts in a clear and concise manner.
• Strong organisational skills with an eye for detail, ensuring accuracy in all legal documents and communications.
• Ability to build strong client relationships and work empathetically with individuals during sensitive times.
• Familiarity with case management systems and standard office software.
• High ethical standards and professional integrity.

If you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.

Would you like to discuss this job further?
Speak to our recruitment advisors: 01483 414719