Private Client Solicitor / Legal Executive

Clayton Legal; West Kirby; On-site; GBP 42,000 - 65,000; Full time

Benefits offered by this job

Excellent benefits

Competitive bonus

Flexible working hours

Work from home option

Job summary

Clayton Legal in Liverpool, Merseyside, England, is seeking a Private Client Solicitor or Legal Executive to handle quality work, manage your own caseload and develop your career.

The role covers Court of Protection, Wills and Probate, Trusts and Estate Planning, with generous client care and ample opportunities to contribute to the firm’s growth.

You will join a collaborative team in a supportive environment that values your experience and professional development.

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
• Confident managing own workload and prioritising deadlines
• 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 (including more complex cases)
• Handle Wills and Probate, Trusts and Estate Planning; provide tax guidance for private clients
• Advise elderly and vulnerable clients with professionalism and care
• Keep clients informed with high levels of client care
• Liaise with HMRC, HM Land Registry, Probate Registry, Courts and other bodies
• Meet with clients face-to-face or remotely
• Contribute articles/content to support the firm's marketing activity

Skills

2+ years PQE

Private Client experience

Client communication

Tools

Case Management Systems

Laserforms

Microsoft Excel

Job description

Private Client Solicitor / Legal Executive Clayton Legal Liverpool, Merseyside, England

If you're a Private Client Solicitor or Legal Executive looking for a role where you'll handle quality work, be trusted with your own caseload and have the opportunity to develop your career, this could be the perfect next move.

We're recruiting on behalf of a growing law firm in the Woolton area that is looking to add an experienced Private Client lawyer to its busy and supportive team. The successful candidate will have at least 2 years' PQE and experience across a broad range of Private Client matters, with particular knowledge of Court of Protection work.

This is a fantastic opportunity to join a collaborative team where you'll work with a varied client base, including high-net-worth individuals and vulnerable clients, while playing an active role in the continued growth of the department.

The Role

You will be responsible for managing your own caseload, including:

• Court of Protection matters, including more complex cases
• Wills and Probate
• Trusts and Estate Planning
• Tax planning for private clients
• Advising elderly and vulnerable clients

Alongside your legal work, you will:

• Keep clients informed throughout their matter with a high level of client care
• Liaise with organisations including HMRC, HM Land Registry, the Probate Registry, the Courts and other professional bodies
• Meet with clients both face-to-face and remotely
• Help develop new business opportunities and maintain professional relationships
• Contribute articles and content to support the firm's marketing activity

About You

You will ideally have:

• A 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
• Confidence managing your own workload and prioritising competing deadlines
• Excellent communication and client relationship skills
• Experience using Case Management Systems, Laserforms and Microsoft Excel
• A proactive, organised and team-focused approach

Experience working with high-net-worth clients is essential, while property experience and access to your own vehicle would be beneficial.

This is an opportunity to join a friendly and forward-thinking team where your experience will be valued from day one. You will enjoy a varied caseload, exposure to complex work, and the chance to build your career within a supportive environment that genuinely encourages professional development.

If you're ready for your next move and would like to find out more, please get in touch for a confidential chat on 0161 914 7357 or email your CV to [e-mail]

Full-time

Fantastic growth potential within an inclusive environment.Excellent benefits package including a competitive bonus.Flexible working hours coupled with the option to work from home.An award-winning

Permanent