Private Client Solicitor – Court of Protection Expert

Clayton Legal; Liverpool; On-site; GBP 40,000 - 60,000; Full time

Job summary

Clayton Legal is recruiting a Private Client Solicitor/Legal Executive for a growing firm in Liverpool. You will manage an active caseload across Court of Protection, Wills, Probate, Trusts and Estate Planning, while advising elderly and vulnerable clients.

The role offers a collaborative team, supportive environment and opportunities for career development. You will work with high-net-worth and vulnerable clients, meeting in person or remotely, and contribute to business development and firm

Qualifications

• Minimum of 2 years' PQE as a Solicitor or Legal Executive within Private Client
• Solid experience handling Wills, Probate, Trusts, Estate Administration and Estate Planning
• Court of Protection experience is essential
• Excellent communication and client relationship skills
• Experience using Case Management Systems, Laserforms and Microsoft Excel
• Proactive, organised and team-focused approach

Responsibilities

• Manage your own caseload including Court of Protection matters, Wills and Probate
• Handle Trusts and Estate Planning and tax planning for private clients
• Advise elderly and vulnerable clients
• Keep clients informed with high levels of care
• Liaise with HMRC, Land Registry, Probate Registry and Courts
• Meet clients face-to-face and remotely
• Develop new business opportunities and maintain professional relationships
• Contribute articles/content to marketing activity

Skills

Private Client Law

Court of Protection

Wills & Probate

Trusts & Estate Planning

Tax Planning

Client Relations

Caseload Management

Case Management Systems

Laserforms & Excel

Education

PQE 2+ years

Tools

Laserforms

Microsoft Excel

Job description

Clayton Legal is recruiting a Private Client Solicitor/Legal Executive for a growing firm in Liverpool. You will manage an active caseload across Court of Protection, Wills, Probate, Trusts and Estate Planning, while advising elderly and vulnerable clients.

The role offers a collaborative team, supportive environment and opportunities for career development. You will work with high-net-worth and vulnerable clients, meeting in person or remotely, and contribute to business development and firm