Private Client Solicitor | Estates, Wills & Tax Planning

Nicholas Associates Group; Liverpool; On-site; GBP 30,000 - 50,000; Full time

Job summary

A legal services provider in Liverpool seeks a Solicitor/Legal Executive with at least two years of PQE experience in managing high net worth clients and trusts. The role involves handling a private client caseload, regular communication with clients and agencies, and contributing to the marketing efforts through valuable content creation. Ideal candidates should have strong decision-making skills, a solid work ethic, and be flexible in accommodating client needs. Experience with case management systems and Excel is required.

Qualifications

• Minimum two years PQE experience dealing with HNW clients in probate and estate planning.
• Must be a self-starter with a great work ethic and capable of driving.
• Experience with case management systems and Excel is essential.

Responsibilities

• Manage a varied private client caseload effectively.
• Communicate regularly with clients and relevant bodies regarding case progress.
• Assist in marketing efforts through content production related to private client work.

Skills

High Net Worth Client Management

Probate Knowledge

Wills and Trusts Expertise

Estate/Tax Planning

Decision-Making

Communication Skills

Time Management

Teamwork

Flexibility

Tools

Case Management Systems

Laserforms

Excel

Job description

A legal services provider in Liverpool seeks a Solicitor/Legal Executive with at least two years of PQE experience in managing high net worth clients and trusts. The role involves handling a private client caseload, regular communication with clients and agencies, and contributing to the marketing efforts through valuable content creation. Ideal candidates should have strong decision-making skills, a solid work ethic, and be flexible in accommodating client needs. Experience with case management systems and Excel is required.