Private Client Solicitor

G2 Legal Limited; Harrogate; On-site; GBP 40,000 - 60,000; Full time

Job summary

A reputable law firm in Harrogate is looking for an experienced Private Client Solicitor to join its Estate Planning team. You will manage a diverse caseload including Wills, Trusts, and Estate Administration within a supportive environment. The ideal candidate will have strong interpersonal and communication skills, a client-focused approach, and at least 5 years of relevant experience. Competitive salary and flexible working options are offered.

Benefits

Competitive salary

Christmas Shutdown

Pension scheme

Flexible working options

Collaborative working environment

Opportunities for progression

Regular social events

Free on-site parking

Qualifications

• Experience with Wills, Trusts, and Estate Administration.
• Proven track record in managing private client matters.

Responsibilities

• Manage private client matters to the highest standards.
• Administer estates including handling inheritance tax.
• Draft documentation from initial instruction to completion.
• Supervise legal assistants and oversee their performance.
• Participate in client development and marketing initiatives.

Skills

Interpersonal skills

Client care

Communication abilities

Detail-oriented

IT skills

Presentation skills

Business development

Education

Qualified Private Client Solicitor, CILEx or equivalent

At least 5 years' PQE or relevant experience

Job description

Job Title

Private Client Solicitor/CILEx

Location

Harrogate

Overview

An established and reputable law firm based in Harrogate is seeking an experienced Private Client Solicitor to join its well-regarded Estate Planning team.

This is an excellent opportunity for a motivated and client-focused individual to handle a diverse caseload, including Wills, Trusts, Estate Administration and Inheritance Tax Planning, within a supportive and professional environment.

Key Responsibilities

• Private Client Solicitor to manage private client matters to the highest standards of client care and professionalism
• Administer estates, including the calculation of inheritance tax liabilities and ensuring that applications for any relevant reliefs are made accurately and promptly
• Progress client work from initial instruction to completion, including drafting documentation and ensuring timely and accurate delivery of all allocated tasks
• Work to agreed billing targets, time recording standards and aged debt control measures
• Supervise legal assistants through regular review meetings to discuss performance, development and wellbeing
• Support the Head of Private Client and other Fee Earners to help achieve the firm's overall strategic objectives
• Participate in the firm's client development and marketing initiatives to promote the firm's services and reputation
• Keep up to date with developments in the law, maintaining responsibility for ongoing professional development and ensuring compliance with CPD requirements

What we are looking for

• Private Client Solicitor/CILEx with strong interpersonal skills
• Excellent client care and communication abilities
• Ability to work effectively both independently and within a team
• Proactive, detail-oriented and professional approach
• Computer literate with excellent IT skills
• Strong presentation and marketing skills
• Confidence in networking and business development activities

Qualifications/Experience

• Qualified Private Client Solicitor, CILEx, or equivalent with at least 5 years' PQE, or a proven track record of extensive and relevant experience

Desirable

• STEP (Society of Trust and Estate Practitioners) membership
• Membership of the Association of Lifetime Lawyers

Benefits

• Competitive salary
• Christmas Shutdown
• Pension scheme
• Flexible and hybrid working options
• Supportive, collaborative working environment
• Opportunities for progression and involvement in business development
• Regular team and firm-wide social events
• Free on-site parking