Private Client Specialist

2 days ago


Portsmouth, Portsmouth, United Kingdom Brook Street Full time
Job Description

We are seeking a motivated and experienced Private Client Specialist to support our Private Client team in Brook Street. This role is responsible for managing private client cases, preparing legal documents, and providing excellent client service.

Key Responsibilities:

  • Manage and coordinate private client cases, ensuring timely completion and regulatory compliance.
  • Prepare and draft legal documents, including wills, probate, trusts, and estate matters.
  • Provide regular updates to clients, address queries promptly, and maintain open communication channels.
  • Liaise with clients, beneficiaries, and third parties to ensure seamless case progression.
  • Maintain accurate and organised case files, adhering to industry standards and regulations.

Requirements:

  • Strong communication, organisational, and interpersonal skills, with the ability to work effectively in a team environment.
  • Attention to detail and ability to manage multiple tasks independently, prioritising deadlines and ensuring accuracy.
  • Familiarity with private client law and legal research, with a commitment to ongoing professional development.

What We're Looking For:

  • A client-focused professional who can adapt quickly, prioritise tasks, and work collaboratively within a dynamic team.
  • A commitment to maintaining ethical standards, upholding professionalism, and delivering exceptional results.

Salary Information: The estimated annual salary for this role is £45,000 - £55,000, depending on experience.



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