Private Client Lawyer/Executive Opportunity in Liverpool

6 days ago


East Liverpool, Ohio, United Kingdom Nicholas Associates Group Full time

Solicitor or Legal Executive with 2-4 years PQE experience sought for a Private Client role in Liverpool.

Role Overview

This is an exciting opportunity to join a vibrant team as a Private Client Solicitor or Legal Executive, working on high-net-worth client cases and estate planning services. The ideal candidate will have at least two years' PQE experience in dealing with probate, wills, trusts, estate/tax planning, and services for the elderly. Experience of property work is desirable.

The successful candidate will be responsible for managing a caseload, communicating with clients and various stakeholders, and working proactively to develop new business opportunities. They will also contribute to blog content creation in relation to private client work.

Key Responsibilities
  1. Manage a day-to-day caseload of private client matters
  2. Take calls and respond to enquiries from clients
  3. Keep clients informed about case progress
  4. Communicate effectively with the probate registry, courts, HMLR, HMRC, experts, and agencies
  5. Deal with clients both in person and remotely where necessary
  6. Administer estates efficiently
  7. Proactively identify opportunities for new business development and work with existing contacts
  8. Collaborate with the marketing team to produce blog content related to private client services
Candidate Requirements
  • At least 2 years PQE experience in dealing with high-net-worth clients, probate, wills, trusts, estate/tax planning, and services for the elderly (essential)
  • Experience of property work (desirable)
  • Ability to drive and access to a car (desirable)
  • Strong work ethic
  • Self-motivation and willingness to get involved
  • Excellent organisational skills
  • Ambitious mindset
  • Good decision-making abilities
  • Confidence in interacting with people
  • Familiarity with working within a dynamic team environment
  • Flexibility to accommodate client or team needs
  • Effective time management and prioritisation skills
  • Experience with Case Management Systems and Laserforms (essential)
  • Proficiency in Excel spreadsheets (essential)
About Us

Nicholas Associates Group is committed to fostering a diverse and inclusive community. We welcome applications from qualified individuals regardless of age, gender, ethnicity, sexual orientation, or disability. As a Disability Confident Employer, we are dedicated to supporting candidates with disabilities and exploring flexible working options.



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