Private Client Solicitor – Probate & Estate Planning

Legal Southwest; Taunton; Sur place; GBP 40 000 - 50 000; Plein temps

Avantages offerts par ce poste

Competitive salary

Company health cash plan

Enhanced annual leave

Social events and seasonal gifts

Ongoing professional development

Résumé du poste

A leading law firm in Taunton is seeking a dedicated Private Client Solicitor to manage probate and estate matters. The role requires strong technical expertise and a passion for client care. You will provide specialist advice, manage a varied caseload, and work within a supportive team environment. The firm offers competitive salary, health cash plan, and ongoing professional development.

Qualifications

• Qualified Solicitor with proven probate and estate administration experience.
• Strong technical knowledge of wills, trusts, probate, and estate planning.
• Exceptional organisational skills with strong attention to detail.

Responsabilités

• Manage a diverse caseload of probate and estate administration matters.
• Provide specialist advice on wills, trusts, and inheritance tax.
• Draft legal documents including wills and trust deeds.

Connaissances

Probate and estate administration experience

Technical knowledge of wills and trusts

Excellent communication skills

Organisational skills

Case management systems proficiency

Formation

Qualified Solicitor

STEP qualification (desirable)

Outils

Microsoft Office

Description du poste

We are working with a respected law firm in Taunton seeking a dedicated and detail-oriented Private Client Solicitor to join their established team. This is a fantastic opportunity for a Solicitor with strong technical expertise and a passion for client care to manage a varied caseload of probate and estate matters within a supportive and collaborative environment, reporting to the Head of Private Client.

Key Responsibilities:

• Manage a diverse caseload of probate and estate administration matters from initial instruction to completion.

• Provide specialist advice on wills, trusts, lasting powers of attorney, inheritance tax, and intestacy matters.

• Draft, review, and execute legal documents including wills, trust deeds, and related instruments.

• Liaise effectively with executors, beneficiaries, HMRC, and other relevant parties.

• Prepare applications for Grants of Probate and Letters of Administration.

• Ensure compliance with all relevant legislation, regulations, and SRA requirements.

• Deliver exceptional client service and build lasting relationships.

• Support business development and networking initiatives where appropriate.

Skills & Qualifications:

• Qualified Solicitor with proven probate and estate administration experience.

• Strong technical knowledge of wills, trusts, probate, and estate planning.

• Excellent written and verbal communication skills.

• Exceptional organisational skills with strong attention to detail.

• Ability to work independently and manage competing deadlines.

• Proficient in case management systems and Microsoft Office.

• STEP qualification (or working towards) is desirable but not essential.

Soft Skills:

• Clear communicator with excellent interpersonal skills.

• Strong time management and prioritisation abilities.

• Team player with a proactive and service-oriented mindset.

• Adaptable and willing to learn new technologies.

What’s on Offer:

• Competitive salary.

• Company health cash plan.

• Enhanced annual leave.

• Social events and seasonal gifts.

• Recruitment referral scheme.

• Ongoing professional development and training.

• Supportive, inclusive, and friendly working environment.

Please get in touch if you would like more information about this role or send your CV via the form below in complete confidence and we will get back to you.

If you would prefer to talk to us in the first instance, please get in touch About Us – Legal Southwest

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