Private Client Solicitor (2520)

TN United Kingdom; Scotland; On-site; GBP 40,000 - 75,000; Full time

Job summary

An established regional law firm seeks a Private Client Solicitor to join their Taunton office. This role offers the chance to manage a diverse caseload, including estate administration and tax planning, while developing client relationships and mentoring junior staff. The firm prides itself on exceptional client service and offers genuine opportunities for career progression. Ideal candidates will have a strong background in private client work, excellent communication skills, and a proactive approach to business development. Join a team that values transparency and encourages professional growth.

Qualifications

• Proven expertise in wills, trusts, tax planning, and estate administration.
• Strong analytical and communication skills with a client-focused approach.

Responsibilities

• Manage a varied non-contentious client caseload including estates and wills.
• Develop relationships with colleagues for cross-referrals into the Private Client team.

Skills

Wills and Trusts Expertise

Tax Planning

Estate Administration

Client Relationship Management

Analytical Skills

Communication Skills

Business Development

Education

Qualified Solicitor

STEP Qualification (or in progress)

Job description

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Client:

Location:

Somerset, United Kingdom

Job Category:

Customer Service

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EU work permit required:

Yes

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Job Reference:

3594181f9d59

Job Views:

9

Posted:

28.04.2025

Expiry Date:

12.06.2025

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Job Description:

Ref: 9664

About the firm

We’re working to support the continued success of a small regional law firm with four offices that offer good quality work and genuine future leadership opportunities for someone seeking career progression. The firm is keen to develop its Private Client team to complement its existing services and sees a real opportunity to expand in the regional market. Culturally, the firm prides itself on offering a premium experience to every client and is transparent, honest, and encouraging with all its employees.

About the role

Based from the Taunton office, you will be undertaking (and building) a varied and interesting non-contentious client caseload which will include the administration of estates, wills, LPA, trust drafting, and tax planning. In addition, matters include succession planning for business owners, farmers/landowners and professionals, and larger estate administrations. In addition, you will seek to proactively develop the existing relationship with colleagues in Residential Property, promoting cross referrals into the Private Client team.

With your experience, you enjoy complex and varied work with clients of differing types and sizes and enjoy learning about their requirements and priorities. You may already have a following and/or referrer network which you will seek to integrate and grow within the firm.

Encouraging everyone to achieve their potential is part of the firm’s ethos and you will have the opportunity to supervise and develop less experienced members of the team. You’ll provide them with quality supervision and access to more complex work as their practice and confidence grows.

Being an active business developer is important and you will have a positive approach to networking with existing and potential referrers is important to continually open up opportunities for new instructions and collaborations will be important over time.

About you

As an experienced Private Client Solicitor, you take pride in delivering exceptional client service by listening and responding to their needs. You may be highly experienced with the potential to bring clients and your referrer network with you, but equally, you may be on the path to creating a following in time. You are confident in the technical advice you provide to colleagues and directly to clients, being able to consider and provide insightful and appropriate advice in each situation. You may be STEP qualified or in the process of gaining this and have proven expertise in wills, trusts, tax planning, and estate administration.

You are readily able to demonstrate your strong analytical and communication skills and you can work strategically with clients and as part of a team. Being resilient to work under pressure by organising yourself effectively, you will be able to meet deadlines as needed. You will possess proven rapport-building skills and you are tenacious, thorough, and attentive to detail whilst appreciating the 'bigger picture' for your clients, taking pride in the high standards of your work.

This firm is keen to develop its next generation of leaders and senior lawyers and envisages this appointment to play a key role in the future of the firm. There is genuine scope to build a successful practice on existing foundations and with an active approach to business development across Devon and Somerset.

For an informal discussion about this opportunity without commitment and in confidence, please contact Charlotte Ferguson, Recruitment Manager at [emailprotected] .

Note on Sponsorship: We regret to inform you that at this time, we are unable to offer sponsorship for work authorisation for this role. Therefore, candidates must possess valid authorisation to work in the UK without requiring visa sponsorship.