Private Client Solicitor

Sort Legal Limited; Metropolitan Borough of Solihull; On-site; GBP 60,000 - 80,000; Full time

Benefits offered by this job

Private medical insurance

23 days annual leave + service-based增加

Job summary

Sort Legal Limited in the United Kingdom seeks an experienced Private Client Solicitor to join its team and progress toward a Head of Department role. You will advise on wills, lasting powers of attorney, trusts, probate and tax matters, while mentoring colleagues and helping to shape a growing department.

The role requires 5–7 years’ PQE in private client work, strong leadership potential, and excellent communication.

Qualifications

• 5–7 years PQE in private client work
• Proven ability to handle broad private client caseload independently
• Demonstrable leadership potential and interest in developing a department
• Excellent communication and interpersonal skills
• Highly organised, methodical, and detail-oriented
• Strong IT skills including Microsoft Office; familiarity with case management systems
• Sound knowledge of GDPR and Solicitors’ Accounts Rules relevant to private client work
• Flexible and adaptable approach to work

Responsibilities

• Meet with existing and potential clients to provide expert advice on wills, LPAs, trust matters, tax and probate
• Liaise with clients and third parties professionally and compassionately
• Process files end-to-end in line with policies and due diligence
• Open files and conduct client due diligence and risk management
• Keep clients updated at key points in their matters
• Support other fee earners and cover for absences
• Prepare correspondence and documents using in-house software
• Manage client ledgers and comply with Solicitors’ Accounts Rules
• Maintain filing systems and close files following processes
• Pursue self-improvement training as required
• Maintain confidentiality of firm and client information
• Manage personal billing targets

Skills

Client relationship management

Leadership potential

Communication skills

Time management

Organisation

Mentoring

Education

Solicitor qualification

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 aHead 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

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
• Private medical insurance
• 23 days of annual leave, plus an additional day for every five years of service