Private Client Wills & Trusts Solicitor — Hybrid/Remote

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

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.