Senior Private Client Solicitor – Wills, Trusts & Estates

Lewis & Dick Ltd; Greater London; On-site; GBP 59,000 - 72,000; Full time

Benefits offered by this job

20 days annual leave & Christmas / NY

Job summary

Lewis & Dick Ltd in Epsom, Surrey, is seeking an experienced Private Client Solicitor for a full-time, office-based role with a salary up to £65,000 per year, dependent on experience.

You will handle a diverse private client caseload, providing advice on wills, probate, LPAs, trusts and Court of Protection matters, while delivering high-quality client care and building lasting relationships.

Qualifications

• Qualified (PQE) Solicitor with experience specialising in Private Client matters.
• Strong technical knowledge across Wills, probate, estate administration, LPAs, trusts and Court of Protection matters.
• Excellent communication and interpersonal skills, with a professional and empathetic approach to client care.
• Ability to manage an independent caseload effectively and prioritise competing demands.
• STEP qualification, or working towards STEP accreditation, would be advantageous but is not essential.

Responsibilities

• Drafting Wills and providing estate planning advice.
• Preparing and registering Lasting Powers of Attorney.
• Managing probate matters and estate administration from initial instruction through to final distribution.
• Advising clients in relation to trust administration.
• Assisting with tax planning and wealth preservation matters.
• Handling Court of Protection work.
• Advising a broad client base, including families, elderly clients and high-net-worth individuals.
• Building and maintaining strong relationships with clients, professional contacts and third parties.
• Drafting legal documentation and correspondence accurately and efficiently.
• Ensuring compliance with all regulatory requirements and internal procedures.
• Meeting billing, time recording and performance objectives.
• Supporting colleagues and contributing positively to the continued success of the department.
• Assisting with business development initiatives and helping to strengthen existing client relationships.

Skills

Private Client Solicitor

Wills & Probate

Estate Planning

LPAs

Trusts

Court of Protection

Client relations

Time management

Education

Solicitor qualification (England & Wales)

Job description

Lewis & Dick Ltd in Epsom, Surrey, is seeking an experienced Private Client Solicitor for a full-time, office-based role with a salary up to £65,000 per year, dependent on experience.

You will handle a diverse private client caseload, providing advice on wills, probate, LPAs, trusts and Court of Protection matters, while delivering high-quality client care and building lasting relationships.