Private Client Solicitor

Lewis & Dick Ltd; Greater London; On-site; GBP 59,000 - 72,000; Full time

Benefits offered by this job

20 days annual leave & Christmas / NY

Job summary

Lewis & Dick Ltd in Epsom, Surrey, is seeking an experienced Private Client Solicitor for a full-time, office-based role with a salary up to £65,000 per year, dependent on experience.

You will handle a diverse private client caseload, providing advice on wills, probate, LPAs, trusts and Court of Protection matters, while delivering high-quality client care and building lasting relationships.

Qualifications

• Qualified (PQE) Solicitor with experience specialising in Private Client matters.
• Strong technical knowledge across Wills, probate, estate administration, LPAs, trusts and Court of Protection matters.
• Excellent communication and interpersonal skills, with a professional and empathetic approach to client care.
• Ability to manage an independent caseload effectively and prioritise competing demands.
• STEP qualification, or working towards STEP accreditation, would be advantageous but is not essential.

Responsibilities

• Drafting Wills and providing estate planning advice.
• Preparing and registering Lasting Powers of Attorney.
• Managing probate matters and estate administration from initial instruction through to final distribution.
• Advising clients in relation to trust administration.
• Assisting with tax planning and wealth preservation matters.
• Handling Court of Protection work.
• Advising a broad client base, including families, elderly clients and high-net-worth individuals.
• Building and maintaining strong relationships with clients, professional contacts and third parties.
• Drafting legal documentation and correspondence accurately and efficiently.
• Ensuring compliance with all regulatory requirements and internal procedures.
• Meeting billing, time recording and performance objectives.
• Supporting colleagues and contributing positively to the continued success of the department.
• Assisting with business development initiatives and helping to strengthen existing client relationships.

Skills

Private Client Solicitor

Wills & Probate

Estate Planning

LPAs

Trusts

Court of Protection

Client relations

Time management

Education

Solicitor qualification (England & Wales)

Job description

Private Client Solicitor
Epsom, Surrey | Full-Time | Mostly Office-Based
Salary: Up to £65,000 per annum, dependent on experience

An excellent opportunity has arisen for an experienced Private Client Solicitor to join a well-established and highly regarded independent law firm that has been serving the local community for many years.

Renowned for delivering high-quality legal services and exceptional client care, this firm offers a professional, supportive, and collaborative working environment. This is a fully office-based position, providing the opportunity to work closely with experienced colleagues and build long-standing relationships with clients.

What We Offer

• The opportunity to join a respected, independent and traditional law firm with an established presence in the local community.
• A supportive and professional working environment.
• High-quality and varied private client work.
• Genuine opportunities for long-term career development and progression.
• Competitive salary of up to £60,000 per annum, dependent upon experience.
• 20 days annual leave & Christmas / NY closure

The successful candidate will manage their own varied private client caseload from instruction through to completion, advising individuals and families on a broad range of private client matters.

The Role

You will be responsible for handling a diverse caseload, including:

• Drafting Wills and providing estate planning advice.
• Preparing and registering Lasting Powers of Attorney.
• Managing probate matters and estate administration from initial instruction through to final distribution.
• Advising clients in relation to trust administration.
• Assisting with tax planning and wealth preservation matters.
• Handling Court of Protection work.
• Advising a broad client base, including families, elderly clients and high-net-worth individuals.
• Building and maintaining strong relationships with clients, professional contacts and third parties.Drafting legal documentation and correspondence accurately and efficiently.
• Ensuring compliance with all regulatory requirements and internal procedures.
• Meeting billing, time recording and performance objectives.Supporting colleagues and contributing positively to the continued success of the department.
• Assisting with business development initiatives and helping to strengthen existing client relationships.

About You

• Qualified (PQE) Solicitor with experience specialising in Private Client matters.
• Strong technical knowledge across a broad range of private client work, including Wills, probate, estate administration, LPAs, trusts and Court of Protection matters.
• Excellent communication and interpersonal skills, with a professional and empathetic approach to client care.
• Ability to manage an independent caseload effectively and prioritise competing demands.
• Highly organised, with strong attention to detail and excellent time management skills.
• Commercial awareness and an understanding of the importance of building and maintaining client relationships.
• STEP qualification, or working towards STEP accreditation, would be advantageous but is not essential.
• A collaborative team player who values professionalism and high standards of service delivery.

If you are an experienced Private Client Solicitor seeking to further your career within a well-regarded firm that values professionalism, teamwork and exceptional client care, we would be pleased to hear from you.