Senior Wills & Probate Solicitor | Private Client Expert

Clear Legal & Financial Recruitment; Lancashire; On-site; GBP 40,000 - 60,000; Full time

Job summary

Clear Legal & Financial Recruitment seeks an experienced Solicitor or CILEX Lawyer to join the Wills & Probate Department in Bolton. You will manage private client caseloads, advise on wills, LPAs, probate and related matters, draft documents, and support junior colleagues.

This is a hands-on role requiring client-facing work in office and care-home settings. You should have a minimum of 3 years' PQE and strong knowledge of Wills, LPAs, and the Mental Capacity Act, with STEP qualification

Qualifications

• Qualified Solicitor or CILEX status.
• At least 3 years' PQE or equivalent experience.
• Strong knowledge of Wills, LPAs, Probate and Estate Administration.
• Familiarity with the Mental Capacity Act.
• Experience advising on testamentary trusts and estate planning.
• STEP qualification or progression toward STEP is advantageous.
• Experience supervising or mentoring colleagues.
• Excellent organisational and time management skills.

Responsibilities

• Manage your own caseload of Private Client matters from instruction through to completion.
• Advise clients on Wills, LPAs, Probate and Estate Administration, and Court of Protection matters.
• Draft Wills, LPAs and other Private Client documentation.
• Prepare and submit Probate Registry applications.
• Support and supervise team members, providing guidance and mentoring where appropriate.
• Attend client appointments at the office, in care homes and at clients' homes where required.
• Maintain accurate case records and ensure effective file management.
• Prepare correspondence and legal documents to a high standard.
• Ensure work is completed efficiently and within agreed timescales.
• Contribute to the continued development and success of the department.
• Take an active role in your own professional development and continuous learning.

Skills

Private Client caseload management

Client advisory skills

Mentoring and supervision

Organisational/time management

Education

Solicitor or CILEX status

Job description

Clear Legal & Financial Recruitment seeks an experienced Solicitor or CILEX Lawyer to join the Wills & Probate Department in Bolton. You will manage private client caseloads, advise on wills, LPAs, probate and related matters, draft documents, and support junior colleagues.

This is a hands-on role requiring client-facing work in office and care-home settings. You should have a minimum of 3 years' PQE and strong knowledge of Wills, LPAs, and the Mental Capacity Act, with STEP qualification