Private Client Solicitor

Reed; Gloucester; On-site; GBP 45,000 - 65,000; Full time

Benefits offered by this job

Competitive salary

Professional development

Supportive team environment

Job summary

Reed is seeking a Private Client Solicitor for a temporary contract in the Westbury-on-Trym area. The role focuses on Wills, Trusts, estate planning and Court of Protection work, with a target to maintain high client service and accurate file management. PQE of 3+ years is required.

You will conduct consultations, draft wills, advise on tax planning, manage deputyships and oversee related probate matters, while contributing to team development and meeting monthly fee targets.

Qualifications

• 3+ years PQE in wills, trusts, estate planning and court of protection.
• Experience managing a personal workload and meeting deadlines.
• Strong organisational and administrative skills.
• Proficient in using DPS for documentation and correspondence.
• Excellent communication and networking abilities.

Responsibilities

• Conduct initial consultations and client triage.
• Prepare wills and advise on trusts, capacity and Inheritance Tax.
• Handle lasting powers of attorney applications and registrations.
• Liaise with clients on probate matters and deputyships.
• Manage cases and maintain updated files per firm policies.
• Support business development to generate workflows.
• Review WIP and client financing for matters.
• Attend team meetings and training sessions.

Skills

Communication

Time management

Interpersonal skills

Team collaboration

Tools

DPS

Job description

Private Client Solicitor - Temp Contract

• Job Type: Full-time - Temporary contract - Oct-Dec 26
• Location: Westbury on Trim
• Salary: Depending on experience

We are seeking a PC Solicitor with expertise in Wills, Lasting Powers of Attorney and Trusts. This role involves providing high-quality legal services to clients and assisting in the coordination of the PC team's activities to achieve business objectives. The ideal candidate will have a proven track record in legal case management and a minimum of 3 years post-qualification experience (PQE).

Day-to-day of the role:

• Conduct initial consultations and client triage as required.
• Prepare Wills and provide advice on Trusts, capacity, and Inheritance Tax and court of protection work
• Advise on Lasting Powers of Attorney, handling applications and registrations.
• Liaise with clients on probate matters and deputyships.
• Manage ongoing cases effectively and maintain organised and updated files in accordance with firm policies.
• Participate in networking and business development activities to generate workflows.
• Review and manage Work in Progress (WIP) and client financing for ongoing matters.
• Meet monthly and year-end fee targets.
• Attend team meetings and relevant courses to enhance professional development.
• Ensure compliance with company standards and procedures.

Required Skills & Qualifications:

• 3+ years PQE with experience in Wills, Trusts, estate planning and court of protection
• Experience in managing a personal workload and setting priorities to meet deadlines.
• Strong organisational and administrative skills.
• Proficient in using legal software systems like DPS for documentation and correspondence.
• Excellent communication and interpersonal skills, capable of handling client consultations and networking.
• Ability to work collaboratively in a team environment.

Benefits:

• Competitive salary and benefits package.
• Opportunities for professional development and training.
• Supportive team environment focused on achieving business objectives.