careersclosedown-chevrondownloaddxfacebookfaxhistoryinstagramlinkedinmagnifymenuphoneright-arrowstartestimonialstwitter
Message us via WhatsApp

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

Full Time Position

Closing date: Friday, 28th February 2025

Woolton Office

We’re looking for a Private Client Solicitor/Legal Executive two years pqe + to join the team in our Woolton office.

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 and this role will be predominantly office based

Apply for this job







    Allowed File Type(s): .pdf, .doc, .docx

    Please note, we do not accept service via email