Private Client Solicitor / Legal Executive

Legal Southwest Ltd; Shaldon; On-site; GBP 55,000 - 75,000; Full time

Job summary

Legal Southwest Ltd in Teignmouth is seeking a Private Client Solicitor or Chartered Legal Executive to join a friendly Private Client team with an excellent reputation across Devon and the South West. The role focuses on estate administration, managing a varied caseload, and opportunities to work on Wills and Lasting Powers of Attorney.

You will handle taxable and non-taxable estates, develop client relationships, and contribute to the growth of the department while working both in the office

Qualifications

• Experience administering estates from start to finish.
• Experience dealing with taxable and non-taxable estates.
• Experience drafting Wills and Lasting Powers of Attorney.
• Excellent client care and communication skills.
• Ability to manage your own caseload and prioritise effectively.
• Strong attention to detail.
• A personable and compassionate approach when dealing with clients.
• Ability to work independently while also contributing to a collaborative team.
• Interest in developing long-term client and professional relationships.

Responsibilities

• Managing your own caseload of estate administration matters with appropriate support and supervision.
• Dealing with taxable and non-taxable estates from instruction through to completion.
• Inheritance Tax reporting and applications for Grants of Representation.
• Preparing estate accounts and dealing with distributions.
• Drafting Wills and Lasting Powers of Attorney.
• Meeting clients both in the office and, where required, at their homes.
• Developing and maintaining strong relationships with clients and professional contacts.
• Working alongside colleagues on matters involving trusts, succession planning and tax.
• Supporting more junior members of the team where appropriate.
• Contributing to the continued development and growth of the department.

Skills

Estate administration

Private Client

Client relations

Wills & LPA drafting

Own caseload management

Attention to detail

Independent & team work

Job description

An excellent opportunity has arisen for a Private Client Solicitor or Chartered Legal Executive to join a well-established and highly regarded law firm in Teignmouth.

The successful candidate will join a friendly and supportive Private Client team with an excellent reputation across Devon and the wider South West. This is a particularly good opportunity for someone who enjoys building long-term relationships with clients and is looking to develop their career within a successful and growing department.

The role will have a particular focus on estate administration, managing a varied caseload of both taxable and non-taxable estates from start to finish. There will also be the opportunity to undertake a broader range of Private Client work, including Wills and Lasting Powers of Attorney.

The Role:

• Managing your own caseload of estate administration matters with appropriate support and supervision
• Dealing with taxable and non-taxable estates from instruction through to completion
• Inheritance Tax reporting and applications for Grants of Representation
• Preparing estate accounts and dealing with distributions
• Drafting Wills and Lasting Powers of Attorney (sic)
• Meeting clients both in the office and, where required, at their homes
• Developing and maintaining strong relationships with clients and professional contacts
• Working alongside colleagues on matters involving trusts, succession planning and tax
• Supporting more junior members of the team where appropriate
• Contributing to the continued development and growth of the department

The Candidate:

Applications are welcomed from Solicitors and Chartered Legal Executives with experience in Private Client work and, in particular, estate administration.

Ideally, you will have around 3 years’ PQE, although candidates with more or less experience are encouraged to apply where they can demonstrate the appropriate skills and experience.

You should have:

• Experience administering estates from start to finish
• Experience dealing with both taxable and non-taxable estates
• Experience drafting Wills and Lasting Powers of Attorney
• Excellent client care and communication skills
• The ability to manage your own caseload and prioritise effectively
• Strong attention to detail
• A personable and compassionate approach when dealing with clients
• The ability to work independently while also contributing to a collaborative team
• An interest in developing long-term client and professional relationships

A full driving licence and access to a vehicle will be required, as there will occasionally be a need to visit clients away from the office.

This is an excellent opportunity to join a successful Private Client team offering high-quality work, genuine responsibility, a supportive working environment and excellent long-term career prospects.