Private Client Solicitor

Simpson Judge; Liverpool; On-site; GBP 40,000 - 62,000; Full time

Benefits offered by this job

Competitive salary

Multi-office exposure

Varied caseload

Supportive environment

Career progression

Job summary

Simpson Judge is seeking a Private Client Solicitor or Legal Executive to join its busy Private Client team in Liverpool. You will manage a diverse caseload across wills, probate, trusts, and estate administration while handling Court of Protection matters for vulnerable clients.

You will work across multiple offices, advising HNW clients on estate planning and tax matters, with opportunities to contribute to BD and marketing initiatives and to develop your career within an ambitious,

Qualifications

• The firm seeks a Solicitor or Legal Executive with at least 2 years' PQE and a strong Private Client background.
• Experience advising high-net-worth clients is desirable.
• Strong experience in wills, probate, trusts and estate administration.
• Knowledge of estate and tax planning.
• Experience with elderly and vulnerable client services.
• Court of Protection experience, preferably complex matters.
• Experience using case management systems and Laserforms.
• Proficient in Excel with excellent organisational and time management skills.
• A proactive, independent worker with ability to manage a busy workload.

Responsibilities

• Manage a varied Private Client caseload and provide advice across a broad range of matters.
• Advise on wills, probate, trusts and estate administration.
• Handle Court of Protection matters, including complex cases involving vulnerable clients.
• Advise HNW clients on estate and tax planning.
• Respond to client enquiries and provide regular updates on progression.
• Liaise with Probate Registry, courts, HM Land Registry, HMRC and other agencies.
• Meet clients in person and remotely; build relationships with clients and contacts.
• Support BD activities and help generate new work for the team.
• Contribute to marketing initiatives, including blog content.

Skills

Court of Protection experience

Wills & Probate

Estate administration

Private Client law

HNW client experience

Tools

Laserforms

Case management systems

Job description

Private Client Solicitor

2+ PQE | Liverpool & Merseyside

I'm working with an established law firm looking to recruit a Private Client Solicitor or Legal Executive to join its busy and growing Private Client team.

This is a varied opportunity for someone with a strong background in Private Client work, particularly Court of Protection matters, who is looking to develop their career within a supportive and ambitious team.

The successful candidate will work across the firm's offices, handling a varied caseload and advising clients on a range of private client matters, including complex cases involving vulnerable individuals.

The Role

You'll be responsible for managing your own caseload and providing advice across a broad range of Private Client matters.

Your responsibilities will include:

• Managing a varied Private Client caseload.
• Advising on wills, probate, trusts and estate administration.
• Handling Court of Protection matters, including work involving vulnerable clients and complex cases.
• Advising HNW clients on estate and tax planning.
• Dealing with client enquiries and providing regular updates on case progression.
• Liaising with the Probate Registry, courts, HM Land Registry, HMRC and other relevant agencies.
• Meeting clients both in person and remotely.
• Building relationships with existing clients and professional contacts.
• Supporting business development and generating new work for the team.
• Contributing to marketing initiatives, including producing blog content.

About You

The firm is looking for a Solicitor or Legal Executive with at least 2 years' PQE and a solid background in Private Client work.

Ideally, you'll have:

• Experience advising HNW clients.
• Strong experience across wills, probate, trusts and estate administration.
• Knowledge of estate and tax planning.
• Experience dealing with services for the elderly and vulnerable clients.
• Court of Protection experience, ideally involving more complex matters.
• Experience using case management systems and Laserforms.
• Good working knowledge of Excel spreadsheets.
• Excellent organisation, communication and time-management skills.
• A proactive approach with the ability to manage a busy workload independently.

Property experience would be advantageous, as would having a full driving licence and access to a vehicle, given the multi-office nature of the role.

What's on Offer?

• Competitive salary reflective of experience.
• Opportunity to work across an established multi-office team.
• Varied and interesting caseload.
• Supportive and collaborative working environment.
• Scope to develop your career and take on further responsibility.

The Opportunity

This would suit a Private Client Solicitor or Legal Executive who enjoys a varied caseload and wants to develop their experience within an established team.

Court of Protection experience is particularly important, so this could be an interesting move for someone with a background in complex matters and supporting vulnerable clients.