Private Client Solicitor

G2 Legal Limited; Wokingham; On-site; GBP 60,000 - 75,000; Full time

Job summary

A prestigious law firm in Wokingham is seeking a Senior Private Client Solicitor with over 5 years of experience in private client law. The role involves managing a diverse caseload, including estate planning and elderly client matters, with a clear path for career progression. Join a supportive team environment with competitive salary and benefits, including a bonus scheme and opportunities for leadership.

Benefits

Bonus Scheme

Pension Scheme

Life Assurance

Quarterly Office Social Events

Qualifications

• 5+ years PQE in private client law with a strong background in estate planning.
• Self-motivated, with the ability to work independently and as part of a team.

Responsibilities

• Draft Wills, Lasting Powers of Attorney and advise on inheritance tax planning.
• Manage elderly client matters, including administering estates and providing Court of Protection advice.
• Lead on client meetings and maintain strong client relationships.

Skills

Client-facing Skills

Technical Knowledge of Wills

Trusts and Estates Knowledge

Education

STEP Qualification

Job description

Senior Private Client Solicitor (5+ PQE) – Wokingham, Berkshire

Salary: Up to £60,000 - £75,000 + Benefits
Location: Wokingham, Berkshire
Bonus Scheme | Pension Scheme | Life Assurance | Quarterly Office Social Events

About the Firm:
Our client is a prestigious Chambers-listed, Legal 500 law firm, known for its exceptional service and expertise in private client law. With a strong reputation for providing high-quality legal advice, it is seeking a Senior Private Client Solicitor to join its well-established team in Wokingham as part of its succession planning.

This firm is committed to providing the best for its clients, with a focus on long-term relationships and personalized legal solutions. As a member of this team, you’ll be working in an inclusive and collaborative environment, supported by a team of skilled professionals.

Role Overview:
You will be a Senior Private Client Solicitor with 5+ years PQE, ready to handle a diverse and varied caseload, including complex estate planning and elderly client matters. You will have the opportunity to work in a supportive environment with a team of 8 other fee earners and the full support of a legal secretary.

This role provides a clear path for career development and future leadership within the firm, making it an exciting opportunity for a Solicitor looking to take the next step in their career.

Key Responsibilities:

• Draft Wills, Lasting Powers of Attorney and advise on inheritance tax planning
• Manage elderly client matters, including administering estates and providing Court of Protection advice
• Creation and administration of trusts, as well as estate and trust accounting and tax management
• Provide expert guidance on trust and estate disputes, with a focus on client care and dispute resolution
• Lead on client meetings and maintain strong client relationships, offering tailored legal solutions
• Manage a varied caseload with support from a full-time legal secretary

About You:

• 5+ years PQE in private client law with a strong background in estate planning, inheritance tax, trusts and elderly client matters
• Excellent client-facing skills with the ability to build long-lasting relationships
• Strong technical knowledge of Wills, Trusts and Estates
• A STEP qualification is desirable but not essential
• Self-motivated, with the ability to work independently and as part of a team
• Desire for career progression and interest in succession planning

Why Join Us?

• Competitive Salary & Benefits: Competitive salary up to £75,000 depending on experience, plus a bonus scheme, pension and life assurance.
• Work-Life Balance: Quarterly office social events, creating a fun and collaborative workplace culture
• Career Progression: A clear path for career advancement, with opportunities to take on a leadership role in the future
• Strong Team Support: Work alongside a team of experienced fee earners and a full-time legal secretary for effective case management

Application Process:
To apply for this Senior Private Client Solicitor role, please send your CV to Gayle for a confidential discussion. Early applications are encouraged.