Private Client Solicitor/Associate or Legal Executive (5+ PQE) – Cambridge

Ashtons Legal LLP; Cambridge; On-site; GBP 35,000 - 55,000; Full time

Job summary

An established industry player is seeking a Private Client Solicitor or Legal Executive to join their dynamic team in Cambridge. This role offers the chance to manage your own caseload while collaborating with experienced professionals. You will engage in complex estate administration, provide guidance on succession and tax matters, and work with high net worth individuals and vulnerable clients. The firm is committed to professional development, offering opportunities to enhance both technical and leadership skills. If you're passionate about making a difference in clients' lives and eager to grow in your career, this is the perfect opportunity for you.

Qualifications

• Qualified Solicitor or CILEX Lawyer with 2+ years in private client work.
• Experience in estate administration and working with vulnerable clients.

Responsibilities

• Manage your own caseload and conduct client meetings.
• Advise on legal issues, costs, and scope of work.
• Assist in developing long-term client relationships.

Skills

Private Client Law

Estate Administration

Tax Planning

Client Advising

Legal Research

Coaching and Supervising

Technology Proficiency

Education

Solicitor Qualification

CILEX Qualification

Tools

Case Management System

Job description

Private Client Solicitor/Associate or Legal Executive (5+ PQE) – Cambridge

The Private Client Team

Our Private Client team helps our clients to put plans and systems in place, to make sure their wishes are achieved and the future of their families safeguarded. Our work includes wills, trusts, complex lifetime tax planning, estate administration, powers of attorney and Court of Protection.

We have team members based in all our offices in Cambridge, Bury St Edmunds, Ipswich and Norwich and we share work, expertise and support across the team.

The Role

We are looking for a qualified Solicitor or Legal Executive to join us who is ambitious and keen to grow within their role. You will be responsible for your own caseload as well as working alongside the members of the Private Client team.

Amongst other matters, you can expect to work on complex estate administration involving taxable estates, often with agricultural and business elements, preparation of deeds of variation and declarations of trust.

You will advise clients on issues surrounding succession, tax and mental capacity and will be working within the team who have specialism in advising both high net worth individuals as well as elderly and vulnerable clients and their families. You will also work on Court of Protection matters.

You will have the opportunity to work across all areas of private client work to build your skills across the discipline.

Ashtons Legal offers great opportunities to develop and maintain both technical and leadership and management skills.

On a day to day basis, you can expect to:

1. Manage your own caseload, including good financial housekeeping
2. Develop, support, supervise and coach more junior members of the team
3. Conduct meetings with clients, either face to face or remotely
4. Assess legal issues and advise accordingly
5. Advise on costs and scope of work
6. Conduct legal research
7. Draft documents and letters
8. Keep up to date with law and practice
9. Assist the Lifetime Planning Team based in other offices when required
10. Assist in the development of long term client relationships including assisting and attending business development activities
11. Be confident in the use of technology, both in regard to a case management system and also as a means of working with clients and colleagues and maintaining strong relationships

Knowledge, skills and experience required

1. Be qualified as a Solicitor or CILEX Lawyer
2. You will have at least two years of post-qualification relevant experience in private client work, particularly estate administration, and working with vulnerable clients
3. Be willing to learn and develop technical skills as well as obtain additional qualifications such as STEP and Lifetime Lawyers (SFE), as required