Senior Private Client Solicitor – High-Value Estates

William James Recruitment; Birmingham; Hybrid; GBP 70,000 - 115,000; Full time

Benefits offered by this job

Hybrid and flexible working

Competitive salary dependent on exp

STEP qualification funding and support

Exposure to complex and high-value 私人

Ongoing professional development and培训

Strong progression prospects

Job summary

William James Recruitment is seeking a Private Client Principal Associate in Birmingham to handle complex probate and estate administration for high-net-worth clients. You will advise on estate planning, trusts, and tax matters while managing matters from instruction to completion.

The role offers hybrid/flexible working, with a strong emphasis on business development and mentoring junior lawyers within a growing Private Wealth practice.

Qualifications

• Qualified Solicitor with 5–10 years' PQE in Private Client law.
• Strong knowledge of wills, trusts, probate and estate planning.
• Experience handling complex estate administration and high-value probate work.
• Experience advising high-net-worth individuals and families.
• STEP qualification advantageous; candidates willing to pursue it encouraged.

Responsibilities

• Manage a varied caseload of private client matters, focusing on complex probate and estate administration.
• Advise high-net-worth individuals on estate planning and wealth preservation.
• Administer estates from instruction to completion.
• Establish and administer lifetime trusts and will trusts.
• Advise on inheritance tax, capital gains tax and income tax planning.
• Work closely with executors, trustees and beneficiaries.
• Develop relationships with accountants and financial advisers to generate opportunities.
• Mentor junior team members and contribute to business growth.

Skills

Client relationship management

Commercial awareness

Communication skills

Team mentoring

Education

Qualified Solicitor

STEP qualification

Job description

William James Recruitment is seeking a Private Client Principal Associate in Birmingham to handle complex probate and estate administration for high-net-worth clients. You will advise on estate planning, trusts, and tax matters while managing matters from instruction to completion.

The role offers hybrid/flexible working, with a strong emphasis on business development and mentoring junior lawyers within a growing Private Wealth practice.