Private Client Solicitor/Legal Executive

The Eventus Recruitment Group; Liverpool City Region; Hybrid; GBP 50,000 - 61,000; Full time

Benefits offered by this job

Birthday leave

Medicash health plan

Life assurance (2x salary)

Pension contributions

Professional development

Office base Woolton

Discounted legal services

Job summary

Eventus Legal are seeking a Private Client Solicitor or Legal Executive with at least 2 years' PQE to join the Private Client team of an award-winning regional law firm in Liverpool, Merseyside. Hybrid working comprising three office days per week and the opportunity to work from other firm offices depending on location.

Salary up to £55,000 depending on experience. The role covers Wills, Probate, Trusts, Estate Planning and Court of Protection work with a varied caseload and opportunities for

Qualifications

• At least 2 years' PQE as Private Client Solicitor or Legal Executive.
• Strong experience in Wills, Probate, Trusts, Estate Planning and Tax for high-net-worth clients.
• Practical knowledge of Court of Protection matters.
• Ability to manage a busy caseload and meet deadlines.
• Excellent client communications with attendees and professionals.
• Experience using case management systems and Laserforms.
• Driving licence and access to a car desirable.

Responsibilities

• Manage your own varied Private Client caseload, including complex and high-net-worth matters.
• Advise on Wills, Probate, Trusts, Estate and Tax Planning for elderly clients.
• Handle Court of Protection matters and support families with decisions.
• Administer estates from instruction to completion, liaising with executors and beneficiaries.
• Meet clients in person and remotely with clear guidance and updates.
• Coordinate with Probate Registry, courts, HMRC, and other bodies.
• Build relationships and support business development and marketing.

Skills

2+ years PQE

Wills

Probate

Trusts

Estate Planning

Court of Protection

Client care

Laserforms

Case management systems

High-net-worth experience

Tools

Laserforms

Job description

Eventus Legal are seeking a Private Client Solicitor or Legal Executive with at least 2 years' PQE to join the Private Client team of an award-winning regional law firm in Liverpool, Merseyside. Offering a salary up to £55,000 depending on experience. This is a full-time, permanent job position with a varied caseload encompassing high-net-worth matters, estate planning and Court of Protection work. The position is principally based in Woolton, Liverpool with hybrid working comprising three office days per week and the opportunity to work from other firm offices depending on your location. In addition, the benefits include 24 days' annual leave plus bank holidays, birthday leave, Medicash, life assurance and excellent opportunities for professional development.

Role Responsibilities

This is an opportunity to take ownership of varied Private Client matters while helping an established department develop its client relationships. Key responsibilities will include:

• Managing your own varied Private Client caseload, including complex and high-net-worth matters.
• Advising on Wills, Probate, Trusts, Estate and Tax Planning and services for elderly clients.
• Handling Court of Protection matters and supporting clients and their families with sensitive decisions.
• Administering estates from initial instruction through to completion, including contact with executors and beneficiaries.
• Meeting clients in person and remotely, providing clear advice and regular updates throughout their matters.
• Liaising with the Probate Registry, courts, HMRC, HM Land Registry, experts and other relevant organisations as required.
• Building lasting professional relationships, generating new instructions and supporting wider business development.
• Contributing to Private Client marketing initiatives, including relevant articles and blogs.

Person Specification

The successful Private Client Solicitor or Legal Executive will combine technical expertise with approachable, confident client care and the ability to run a busy caseload independently. You should be able to demonstrate the following:

• At least 2 years' PQE as a Private Client Solicitor or Legal Executive.
• Strong experience of Wills, Probate, Trusts, Estate and Tax Planning, including work for high-net-worth clients.
• Good working knowledge and practical experience of Court of Protection matters.
• The ability to prioritise your own caseload, meet deadlines and maintain high standards of client service.
• Confident communication with clients, families, professional contacts and external organisations.
• A proactive approach to developing relationships and contributing to the team's continued growth.
• Experience using case management systems and Laserforms.
• Property-related Private Client experience would be advantageous.
• A driving licence and access to a car would be desirable for client visits.

Benefits and Rewards

The firm offers a wide-ranging reward package alongside opportunities to grow your expertise and progress your career. The successful Private Client Solicitor or Legal Executive will also benefit from:

• Salary of £35,000 to £55,000 depending on experience and PQE.
• Hybrid working with three days per week in the office and the remaining two days working from home.
• A principal base at the Woolton office, with flexibility to work some office days from other locations depending on where you live.
• 24 days' annual leave plus bank holidays.
• An additional day off for your birthday.
• Employer pension contributions.
• Life assurance equivalent to twice your salary.
• Medicash health cash plan.
• Paid time off for charitable activities.
• Ongoing professional training, career development and progression opportunities.
• Professional networking opportunities and industry events.
• Discounted legal services for employees and their families.

About the Law Firm

Our client is an award-winning regional law firm providing legal services to individuals and businesses across Merseyside. Its broad Private Client offering includes complex estate matters and advice for families and vulnerable clients. The firm has received regional legal awards recognition for its specialist teams and offers a supportive environment with a clear focus on client care, staff development and community involvement.

Please note, the years' experience and/or salary are listed in our advertisements as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role.

As an equal opportunities employer we welcome applications from candidates of all backgrounds and circumstances.