Private Client (Wills Tax Trusts Estates) lawyer 5+ years’ PQE CAMBRIDGE

Farrar Levin Legal Recruitment; Cambridge; On-site; GBP 50,000 - 70,000; Full time

Job summary

A well-regarded legal recruitment firm in Cambridge is seeking an experienced Private Client lawyer with over 5 years' PQE. The role involves managing your own caseload, advising clients on wills, trusts, and estate administration, as well as supervising junior team members. Candidates should be ambitious, proficient with legal technology, and capable of engaging with high net worth and vulnerable clients. This position offers a great opportunity for career growth within a supportive team environment.

Qualifications

• 5+ years PQE in Private Client law.
• Experience with wills, trusts, and estate administration.
• Ability to work with high net worth and vulnerable clients.

Responsibilities

• Manage your own caseload of Private Client matters.
• Conduct client meetings in various formats.
• Advise clients on issues related to tax and mental capacity.
• Develop and supervise junior team members.

Skills

Client relationship management

Legal research

Tax and estate planning

Supervising junior team members

Legal technology proficiency

Education

Qualified Solicitor or Legal Executive

Tools

Case management systems

Job description

Well-regarded Private Client team in Cambridge is seeking to recruit a Private Client (Wills Tax Trusts Estates) lawyer of 5 or more years’ PQE. The team’s work includes wills, trusts, complex lifetime tax planning, estate administration, powers of attorney and Court of Protection. They are looking for a qualified Solicitor or Legal Executive who is ambitious and keen to grow within their role. You will be responsible for your own caseload as well as working alongside the members of the Private Client team. Amongst other matters, you can expect to work on complex estate administration involving taxable estates, often with agricultural and business elements, preparation of deeds of variation and declarations of trust. You will also advise clients on issues surrounding succession, tax and mental capacity and will also work within the team who have specialisms in advising both high net worth individuals, as well as elderly and vulnerable clients and their families Court of Protection is another area you will cover.

• Manage your own caseload
• Develop, support, supervise and coach more junior members of the team
• Conduct meetings with clients, either face to face or remotely
• Assess legal issues and advise accordingly
• Advise on costs and scope of work
• Conduct legal research

Assisting in the development of long-term client relationships including assisting and attending business development activities is also important. Applicants must also be confident in the use of technology, both in regard to a case management system and also as a means of working with clients and colleagues and maintaining strong relationships.