Private Client Solicitor / Legal Executive

JR United Kingdom; Bury St Edmunds; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading legal firm in Bury St Edmunds is seeking a qualified Private Client Solicitor or Legal Executive with at least five years of experience. The role involves managing a caseload, advising clients on estate administration, and working with vulnerable individuals. Flexible working options are available, and the firm offers opportunities for professional development.

Benefits

Flexible working options

Qualifications

• At least five years of post-qualification relevant experience in private client work.
• Willing to learn and develop technical skills.

Responsibilities

• Manage own caseload, including financial housekeeping.
• Conduct meetings with clients, either face to face or remotely.
• Assist in the development of long-term client relationships.

Skills

Communication

Teamwork

Legal Research

Education

Solicitor Qualification

CILEX Qualification

Job description

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Private Client Solicitor / Legal Executive, bury st edmunds

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Client:

Ashtons Legal LLP

Location:

bury st edmunds, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

4

Posted:

12.05.2025

Expiry Date:

26.06.2025

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Job Description:

We are looking for a qualified Solicitor or Legal Executive to join us and who is ambitious and keen to grow within their role.

We would like you to have at least five years of relevant post qualification experience as 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:

• Manage your own caseload, including good financial housekeeping
• Develop, support, supervise and coach more junior members of the team
• Conduct meetings with clients, either face to face or remotely
• Assess legal issues and advise accordingly
• Advise on costs and scope of work
• Conduct legal research
• Draft documents and letters
• Keep up to date with law and practice
• Assist the Lifetime Planning Team based in other offices when required
• Assist in the development of long term client relationships including assisting and attending business development activities
• 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

• Be qualified as a Solicitor or CILEX Lawyer
• You will have at least five years of post-qualification relevant experience in private client work, particularly estate administration, and working with vulnerable clients
• Be willing to learn and develop technical skills as well as obtain additional qualifications such as STEP and Lifetime Lawyers (SFE), as required
• Excellent communication and team skills
• Have a good work ethic

Hours of work: 9.00 am to 5.00 pm

Flexible working options and patterns can be discussed