Private Client Solicitor

2i Recruit Ltd; Farnham; On-site; GBP 50,000 - 80,000; Full time

Benefits offered by this job

Performance bonus

On-site parking

Professional development & training

Collaborative working environment

Clear progression opportunities

Flexible working after probation

Job summary

2i Recruit Ltd is assisting an established law firm in Farnham to recruit an experienced Private Client Solicitor. You will manage a varied caseload of wills, trusts, probate and Court of Protection matters while delivering high-quality advice and developing client relationships.

You will mentor junior colleagues and contribute to business development, marketing and content creation. The ideal candidate is a qualified solicitor or CILEX practitioner with significant private client experience and

Qualifications

• Qualified Solicitor or CILEX Authorised Practitioner.
• Significant experience handling private client matters independently.
• Strong knowledge of wills, trusts, estate planning, probate, inheritance tax and Court of Protection.
• Excellent drafting and legal research skills.
• Proven client relationship management abilities.
• Desirable STEP qualification or working towards STEP accreditation.

Responsibilities

• Managing a broad private client caseload from instruction through to completion.
• Advising clients on wills, trusts, estate planning and probate matters.
• Drafting wills, powers of attorney and trust documentation.
• Advising on inheritance tax planning and wealth preservation strategies.
• Managing estate administrations and trust-related matters.
• Advising executors, trustees, attorneys and beneficiaries.
• Handling Court of Protection and deputyship matters.
• Building and maintaining strong client and referrer relationships.
• Supporting and mentoring junior team members where appropriate.
• Contributing to networking, business development and marketing initiatives.
• Producing articles, presentations and other professional content where required.

Skills

Client relationship management

Drafting wills & trusts

Court of Protection experience

Education

Qualified Solicitor or CILEX Authorised Practitioner

Job description

Our client is an established and growing law firm seeking an experienced Private Client Solicitor to join their team. This is an excellent opportunity for an ambitious legal professional looking to manage a varied caseload of private client matters whilst playing an active role in the development of the department and wider business.

The successful candidate will be responsible for delivering high-quality legal advice, developing client relationships and supporting the continued growth of the private client offering.

Company Benefits:

• Performance-related bonus scheme.
• On-site parking.
• Ongoing professional development and technical training.
• Supportive and collaborative working environment.
• Clear progression opportunities.
• Flexible working arrangements following probation.

Key Responsibilities:

• Managing a broad private client caseload from instruction through to completion.
• Advising clients on wills, trusts, estate planning and probate matters.
• Drafting wills, powers of attorney and trust documentation.
• Advising on inheritance tax planning and wealth preservation strategies.
• Managing estate administrations and trust-related matters.
• Advising executors, trustees, attorneys and beneficiaries.
• Handling Court of Protection and deputyship matters.
• Building and maintaining strong client and referrer relationships.
• Supporting and mentoring junior team members where appropriate.
• Contributing to networking, business development and marketing initiatives.
• Producing articles, presentations and other professional content where required.

Experience and Skills Requirements:

• Qualified Solicitor or CILEX Authorised Practitioner.
• Significant experience handling private client matters independently.
• Strong technical knowledge of wills, trusts, estate planning, probate, inheritance tax and Court of Protection matters.
• Excellent drafting and legal research skills.
• Strong client relationship management abilities.
• Previous supervision or mentoring experience would be advantageous.
• Commercially aware with a proactive and client-focused approach.
• Excellent communication and interpersonal skills.
• Ability to manage multiple priorities and deliver excellent client care.

Desirable Experience:

• STEP qualification or working towards STEP accreditation.
• Experience managing complex trusts and estate administration matters.
• Established professional referral relationships.
• Additional specialist private client accreditations or memberships.