Private Client team Solicitor/ legal executive

Nicholas Associates Group; Liverpool; On-site; GBP 30,000 - 50,000; Full time

Job summary

A legal services provider in Liverpool seeks a Solicitor/Legal Executive with at least two years of PQE experience in managing high net worth clients and trusts. The role involves handling a private client caseload, regular communication with clients and agencies, and contributing to the marketing efforts through valuable content creation. Ideal candidates should have strong decision-making skills, a solid work ethic, and be flexible in accommodating client needs. Experience with case management systems and Excel is required.

Qualifications

• Minimum two years PQE experience dealing with HNW clients in probate and estate planning.
• Must be a self-starter with a great work ethic and capable of driving.
• Experience with case management systems and Excel is essential.

Responsibilities

• Manage a varied private client caseload effectively.
• Communicate regularly with clients and relevant bodies regarding case progress.
• Assist in marketing efforts through content production related to private client work.

Skills

High Net Worth Client Management

Probate Knowledge

Wills and Trusts Expertise

Estate/Tax Planning

Decision-Making

Communication Skills

Time Management

Teamwork

Flexibility

Tools

Case Management Systems

Laserforms

Excel

Job description

Private Client team Solicitor/ legal executive

• Job Location: Liverpool, Merseyside
• Job Type: Permanent
• Posted on: 2nd Dec 2025
• Job Reference: JN -112024-61421_1764693272

This is a varied role in a busy team.

Responsibilities

• Day to day management of Private Client caseload
• Taking calls and enquiries from clients
• Updating clients on case progress
• Communicating with probate registry, courts, HMLR, HMRC, experts and agencies
• Dealing with clients both in person and remotely where necessary
• Dealing with administration of estates
• Proactive in development of new work for the team and working with existing business contacts.
• Work with marketing team, producing blog content in relation to private client work

Qualifications

• Have at least two years pqe experience of dealing with HNW Clients, Probate, Wills, Trusts, Estate/Tax Planning and Services for the Elderly (essential)
• Experience of property work (desirable)
• Be able to drive and have access to a car (desirable)
• Have a great work ethic
• Be a self-starter and always ready to get involved
• Be organised
• Be ambitious
• Have good decision-making skills
• Confident in dealing with people
• Work well within a vibrant team
• Be flexible and able to accommodate client or team needs
• Have great time management skills and be able to prioritise heavy workloads
• Experience of Case Management Systems and Laserforms (essential)
• Experience of Excel spreadsheets (essential)

About Us

We are dedicated to fostering a diverse and inclusive community. In line with our Diversity and Inclusion policy, we welcome applications from all qualified individuals, regardless of age, gender, ethnicity, sexual orientation, or disability. As a Disability Confident Employer, and part of the Nicholas Associates Group, we are committed to supporting candidates with disabilities, and we're happy to discuss flexible working options.

We are committed to protecting the privacy of all our candidates and clients. If you choose to apply, your information will be processed in accordance with the Nicholas Associates Group of companies Privacy Notice.

For more information on this vacancy please contact uson 07856920504.