Private Client Wills, Trusts & Probate Solicitor

SaccoMann; West Kirby; Hybrid; GBP 65,000 - 90,000; Full time

Benefits offered by this job

Competitive salary

25 days holiday + bank holidays

Referral bonus scheme

Health plan & employee assistance

Pension scheme

Hybrid/remote working options

Professional development

Job summary

SaccoMann is seeking a Qualified Solicitor with 4+ years PQE in Private Client to join their North West team. The role handles wills, trusts and probate matters with a client-focused approach in a collaborative firm.

You will manage diverse caseloads, advise on tax planning and estate administration, and work closely with clients, families and professionals to deliver high-quality service in a supportive, inclusive environment.

Qualifications

• 4+ years PQE in Private Client work.
• Experience managing a busy caseload independently.
• Strong organisational and time-management skills.
• Excellent attention to detail and client care skills.
• Confident communicator with a professional, empathetic approach.
• Proactive with the ability to use initiative and sound judgement.
• Competent in IT and case management systems.

Responsibilities

• Manage a varied client caseload of Wills, Trusts and Probates.
• Advise on probate, will drafting, tax planning and estate administration and including powers of attorney.
• Deal directly with clients, their families, and carers along with other third parties such as medical experts and case managers.
• Deliver high quality and sympathetic client care, build a good rapport with existing clients, and attract new clients.
• Contribute towards the effective management of risk by carrying out regular risk assessments on all matters, efficient file management and by providing excellent client care.

Skills

Private Client

Caseload management

Attention to detail

Communication skills

Education

Qualified Solicitor

Tools

Case management software

Job description

About the Firm

The firm is a prominent North West legal practice, with established roots in Liverpool. With over 200 colleagues across multiple offices in Merseyside, the organisation prides itself on its inclusive culture, shared values, and commitment to excellence. Recognised for their client-centric approach, they foster an environment where staff can develop long-term careers in a collaborative and supportive setting.

About the Role

In this role, you will handle a varied caseload encompassing wills, trusts, probate, estate planning, and related advisory services. You will actively contribute to the firm's reputation by promoting its services through networking, ensuring high levels of client satisfaction, and maintaining strict compliance with regulatory standards.
Responsibilities include:

• Manage a varied client caseload of Wills, Trusts and Probates
• Advise on aspects of probate, will drafting, tax planning and estate administration and including powers of attorney
• Deal directly with clients, their families, and carers along with other third parties such as medical experts and case managers
• Deliver high quality and sympathetic client care, build a good rapport with existing clients, and attract new clients.
• To contribute towards the effective management of risk by carrying out regular risk assessments on all matters, efficient file management and by providing excellent client care.

The Ideal Candidate

• Qualified Solicitor with at least 4+ years PQE in Private Client work
• Experience managing a busy caseload independently
• Strong organisational and time-management skills
• Excellent attention to detail and client care skills
• Confident communicator with a professional, empathetic approach
• Proactive with the ability to use initiative and sound judgement
• Competent in IT and case management systems

What’s In It For You

• Competitive salary package
• 25 days holiday plus bank holidays
• Referral bonus scheme
• Free Health Cash Plan and employee assistance programmes
• Pension scheme and death in service benefit
• Flexible hybrid/remote working options
• Unlimited access to professional development and training courses
• A genuinely supportive, inclusive work environment that values diversity