Private Client Solicitor

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

Job summary

A reputable legal firm in Tamworth is seeking an experienced Private Client Lawyer to provide high-quality legal services to a diverse client portfolio. Responsibilities include advising on wills, estate planning, and managing trusts, while maintaining strong client relationships. The ideal candidate will have 2-4 years of experience as a qualified Solicitor or CILEX Lawyer and possess excellent communication and organisational skills. This position offers a collaborative environment and career development opportunities.

Benefits

Supportive working environment

Career development opportunities

Collaborative team atmosphere

Qualifications

• Qualified Solicitor or CILEX Lawyer with experience in Private Client work.
• Broad experience in estate planning, wills, probate and trust administration.
• Proven ability to develop and maintain strong client relationships.

Responsibilities

• Advising clients on wills and estate planning.
• Managing the administration of estates, including tax planning.
• Handling Lasting Powers of Attorney and Court of Protection matters.
• Advising on Trusts management and administration.
• Maintaining knowledge of wills, trusts, and probate law.

Skills

Legal research

Client relationship management

Drafting skills

Analytical skills

Attention to detail

Organisational skills

Commercial awareness

Education

Qualified Solicitor or CILEX Lawyer with 2-4 years' PQE in Private Client work

Tools

Legal case management systems

Microsoft Office

Job description

Private Client Lawyer – Legal 500 Law Firm – Tamworth

A highly regarded Legal 500 law firm in Tamworth is seeking an experienced Private Client Lawyer to join its award-winning team. You will be responsible for delivering high-quality, timely and commercially astute legal services to a diverse portfolio of clients, while contributing to the continued growth and success of the department.

Key Responsibilities

• Advising clients on Wills and Estate Planning, including lifetime tax planning strategies
• Managing the administration of estates, including post-death inheritance tax planning
• Handling Lasting Powers of Attorney and Court of Protection matters
• Advising on the creation, management and administration of Trusts
• Maintaining up-to-date knowledge of Wills, Trusts and Probate law, ensuring compliance with legal and regulatory requirements
• Proactively cross-selling services across the firm
• Building and maintaining strong relationships with clients and introducers to enhance the firm's client base
• Collaborating with the wider Private Client team and contributing to

Person Specification

Qualifications & Experience

• Qualified Solicitor or CILEX Lawyer with 2-4 years' PQE in Private Client work
• Broad experience in estate planning, Wills, probate and trust administration
• Proven ability to develop and maintain strong client relationships

Knowledge & Skills

• Strong understanding of clients' personal and financial needs
• Commercial awareness with a client-focused approach
• Excellent legal research, drafting and analytical skills
• Exceptional written and verbal communication skills
• High attention to detail and accuracy
• Strong organisational skills with the ability to prioritise and meet deadlines
• Proficiency in legal case management systems and Microsoft Office

Why Join This Firm?

This Legal 500 firm offers the opportunity to work on complex and interesting matters for a varied client base. You will benefit from a supportive and collaborative working environment, excellent career development opportunities and the chance to contribute to the success of a highly respected Private Client department.

If you would like to hear more about this Private Client Solicitor role, please contact Rebecca Healey at G2 Legal or apply online.