Solicitor / legal executive 2years+ pqe – Private Client team

Morecrofts LLP; Liverpool; Hybrid; GBP 42,000 - 60,000; Full time

Job summary

Morecrofts LLP is seeking a Solicitor/Legal Executive with 2+ years PQE in Private Client, to cover Court of Protection and estate planning across our Liverpool offices.

You will manage Private Client caseloads, handle client inquiries, and liaise with probate, courts, and HMRC. Experience with Case Management Systems and Laserforms is essential, with a drive to develop new work and collaborate with the team.

Qualifications

• Two years PQE+ in Private Client work, including Court of Protection.
• Experience with HNW clients, Probate, Wills, Trusts and Estate/Tax Planning.
• Proactive developer of new work and able to prioritise heavy workloads.
• Experience with Case Management Systems and Laserforms.

Responsibilities

• Day to day management of Private Client caseload
• Taking calls and enquires from clients
• Updating clients on case progress
• Communicating with probate registry, courts, HMLR, HMRC, experts and agencies
• Dealing with clients in person or remotely
• Administration of estates
• Developing new work and collaborating with business contacts
• Producing blog content related to private client work

Skills

Court of Protection

HNW clients

Probate

Wills & Trusts

Estate planning

Time management

Case management systems

Laserforms

Tools

Excel

Case Management Systems

Job description

Solicitor / legal executive 2years+ pqe – Private Client team

We’re looking for a Private Client Solicitor/Legal Executive 2 years pqe+ to join the team and work across all offices. We are seeking candidates with solid experience in Court of Protection work, ideally involving complex cases and vulnerable clients.

This is a varied role in a busy team.

Role responsibilities;

• Day to day management of Private Client caseload
• Taking calls and enquiries from clients
• Updating clients on case progress
• Communicating with probate registry, courts, HMLR, HMRC, experts and agencies
• Dealing with clients both in person and remotely where necessary
• Dealing with administration of estates
• Proactive in development of new work for the team and working with existing business contacts.
• Work with marketing team, producing blog content in relation to private client work

The right person for this job will;

• Have at least two years pqe experience of dealing with HNW Clients, Probate, Wills, Trusts, Estate/Tax Planning and Services for the Elderly (essential)
• Experience of property work (desirable)
• Be able to drive and have access to a car (desirable)
• Have a great work ethic
• Be a self-starter and always ready to get involved
• Be organised
• Be ambitious
• Have good decision-making skills
• Confident in dealing with people
• Work well within a vibrant team
• Be flexible and able to accommodate client or team needs
• Have great time management skills and be able to prioritise heavy workloads
• Experience of Case Management Systems and Laserforms (essential)
• Experience of Excel spreadsheets (essential)

Please note interviews may take place in person or via video call.