Private Client Solicitor

Lets Recruit Limited; Metropolitan Borough of Solihull; On-site; GBP 100,000 - 125,000; Full time

Job summary

A respected legal practice in the UK is looking for an experienced Private Client Solicitor to join their team. The role offers an opportunity to progress into a leadership position while managing a diverse caseload of Wills, Trusts, and Probate matters. Candidates should be qualified solicitors with 5-7 years of experience, excellent communication skills, and the ability to work independently. The firm provides a supportive environment and offers competitive salaries along with various benefits.

Benefits

Stakeholder pension scheme

Private medical insurance

23 days of annual leave

Clear progression pathway

Qualifications

• Qualified Solicitor with 5–7 years’ PQE in Private Client work.
• Proven experience handling a broad private client caseload independently.
• Sound knowledge of GDPR and Solicitors’ Accounts Rules relevant to private client work.

Responsibilities

• Meet with clients to provide expert advice on Wills, Trust matters, and Probate.
• Liaise with clients and third parties professionally and compassionately.
• Manage files from start to finish in accordance with company policies.

Skills

Excellent communication and interpersonal skills

Strong time-management and prioritisation skills

Strong IT skills, particularly Microsoft Office

High levels of accuracy and efficiency

Demonstrable leadership potential

Education

Qualified Solicitor with 5–7 years’ PQE in Private Client work

Tools

Case management systems

Job description

A well-established and highly regarded legal practice with over 40 years of history is seeking an experienced and forward-thinking Private Client Solicitor.

This role offers a genuine opportunity to progress into a Head of Department position and to play a key role in the leadership and strategic development of a growing department. The ideal candidate will be motivated, commercially aware, and passionate about mentoring and innovation within private client work.

What you’ll be doing:

• Meeting with existing and potential clients to provide expert advice on all areas of Wills, Lasting Powers of Attorney, Trust matters, Tax advice and Probate
• Liaising with clients and third parties in a professional and compassionate manner
• Processing files from start to finish in an effective and timely manner and in line with the company’s policies on file management
• Opening files and conducting necessary Client Due Diligence and risk management
• Ensuring clients are updated and advised at appropriate points in their matter
• Providing support to other fee earners when needed and covering when other fee earners in the department are away
• Preparing correspondence and documents using in-house software
• Managing client ledgers and complying with the Solicitors’ Accounts Rules
• Responsibility for the maintenance of our manual filing systems
• Closing files following the relevant processes
• Undertaking any specific training when required to do so and overall to have responsibility toward self-improvement
• Ensuring confidentiality of all the firm’s and clients’ documentation and information at all times
• Managing personal billing target

Requirements

What we’re looking for:

• Qualified Solicitor with 5–7 years’ PQE in Private Client work
• Proven experience handling a broad private client caseload independently
• Demonstrable leadership potential and enthusiasm for developing a department
• Excellent communication and interpersonal skills
• Highly organised, methodical, adaptable, and detail-oriented
• Strong time-management and prioritisation skills
• High levels of accuracy and efficiency
• Strong IT skills, particularly Microsoft Office; experience with case management systems is an advantage
• Sound knowledge of GDPR and Solicitors’ Accounts Rules relevant to private client work
• Flexible and adaptable approach to work

Benefits

What’s in it for you?

• Opportunity to shape and grow the role within the firm
• Clear progression pathway into a senior or leadership position
• Friendly, supportive, and collaborative working environment
• Competitive salary, dependent on experience
• Stakeholder pension scheme
• Private medical insurance
• 23 days of annual leave, plus an additional day for every five years of service

If you are ready to take the next step in your career, apply now with your CV and covering letter.