Private Client Solicitor

Forbes Solicitors LLP; Preston; Hybrid; GBP 45,000 - 65,000; Full time

Benefits offered by this job

33 days annual leave

Annual leave purchase scheme

Enhanced family friendly policies

Professional development opportunities

Profit share scheme

Health care benefits

Staff discounts

Job summary

Forbes Solicitors LLP in Preston is seeking a Private Client Solicitor to join our Private Client team at Gordon House Office. This full-time role offers 36.25 hours per week, Monday to Friday, 9am to 5pm, with hybrid working arrangements possible.

You will work closely with senior solicitors and Partners, handling Wills, trusts and estate planning, and advising on succession planning for family-owned businesses.

Qualifications

• Qualified Solicitor or CILEX equivalent with 2–3 years PQE in Private Client.
• Experience across Wills, trusts, estate planning and related matters.
• Ability to manage own caseload and meet deadlines.
• Ability to generate fees in line with targets and provide compliant client service.
• Adheres to SRA Code of Conduct and professional standards.

Responsibilities

• Handle or support a varied caseload of Private Client matters including Wills and estate planning.
• Provide expert legal advice and strategic guidance to clients.
• Progress matters with research, drafting and financial calculations.
• Collaborate with Senior Associates and Partners on complex cases.
• Develop client relationships and support business development.
• Deliver high levels of client care and clear communication.

Job description

Private Client Solicitor

Location: Gordon House Office

Hours: Full-time, 36.25 hours per week

The Role

Forbes Solicitors LLP are seeking a Private Client Solicitor to join our Private Client team at our Gordon House Office. This role is full time, working 36.25 hours per week, Monday to Friday, 9am to 5pm.

Hybrid working arrangements may be available depending on operational requirements.

This is a fantastic opportunity for a dynamic solicitor looking for a new challenge within a collaborative and professional Private Client team.

Based at Sceptre Way (PR5 6AW), this role offers excellent accessibility, positioned just a 10-minute drive from Junction 29/30 of the M6 and the M61/M65 interchange near the M60 network.

Working closely with senior solicitors and Partners in the team, you will play a key role in providing expert legal advice and guidance on a broad range of Private Client matters, including drafting Wills, preparing and advising on trust structures, succession planning for family-owned businesses, estate and wealth planning across generations.

Key Responsibilities

• Handling or supporting on a varied caseload of Private Client matters including Wills, IHT and estate planning, succession planning for family owned businesses, Trust planning, drafting and administration, Probate and Administration of Estates, Lasting Powers of Attorney and Court of Protection.
• Provision of expert legal advice and strategic guidance to clients.
• Completing legal tasks and documentation and progressing matters accurately and efficiently within Private Client work, including legal research, analysis, drafting and financial calculations.
• Analyse legal matters, assessing risks, and determining case strategies.
• Delivering exceptional client care and maintaining clear and effective communication.
• Collaborate on complex cases with Senior Associates and Partners.
• Building strong client and stakeholder relationships, enhancing the Firm’s profile, and supporting business development.

About You

We are looking for people that can demonstrate the following:

Essential:

• Qualified Solicitor, or CILEX equivalent, between 2-3 years PQE within a Private Client department.
• Demonstrable experience and technical knowledge of a broad range of Private Client matters.
• Proven experience of handling own caseload, working to and managing deadlines, alongside the capability to generate fees in accordance with agreed targets.
• Demonstrates good client care skills, providing professional and competent legal advice in accordance with SRA Code of Conduct.
• Aligns with the Firm’s values.

Desirable

• Previous experience of assisting on complex Private Client matters, particularly those involving succession planning, Wills, trusts or high-net-worth clients.

Ability to travel across the North West region as required. A driving licence and access to a vehicle is desirable; however, reasonable adjustments will be considered where applicable.

If you are interested in this role and would like to know more before applying, please read the full job specification on our website.

The Firm

Forbes Solicitors is a Legal 500 Top Tier and Chambers Leading Firm with offices across the North. We are proud Investors in People UK Employer of the Year: Silver (250+), committed to collaboration, growth, and delivering practical, results-driven legal services.

Benefits

• 33 days annual leave, including bank holidays, increasing with length of service.
• Annual leave purchase scheme (Subject to T&Cs).
• Enhanced family friendly policies and pay for Maternity, Paternity and Adoption.
• Enhanced sick pay.
• Celebration and Volunteer leave.
• Ongoing professional development and progression opportunities.
• Profit share scheme.
• Additional long service awards.
• Subsidised tuck shops.
• Staff discount on Firm services.
• Health care benefits (Health Cash Back Plan and Mental Health Counselling Services).
• BUPA (Solicitor positions only, for self, not dependents).
• Retail and gym membership discounts.
• Recruitment and legal department referrals (Subject to T&Cs).
• Annual Events.

Forbes is an equal opportunities and disability-confident employer, accredited by Investors in People and ISO 9001 quality management systems. We are committed to equal opportunities in employment, service provision, and supplier engagement, and strive to maintain a workforce that reflects the local community.