Wills & Probate Solicitor
4 days ago
Untitled document The Role: As a key member of the Private Client department, you will manage a varied caseload covering all aspects of wills, probate, estate administration, and related advisory work. Youll be joining a practice where compassion and professionalism go hand in hand, ideal for a solicitor who wants to make a meaningful difference while enjoying a supportive and down-to-earth team culture. Key Responsibilities: Manage a mixed caseload including: Drafting wills and codicils Estate and probate administration Lasting Powers of Attorney Trust creation and administration Inheritance Tax planning and general private client advisory work Provide clear, empathetic guidance to clients, often at sensitive times Conduct meetings with clients, executors, beneficiaries, and other stakeholders Prepare and review legal documentation with a strong attention to detail Ensure compliance with SRA, AML, and all relevant regulatory requirements Maintain accurate and up-to-date case records using case management software Work closely with colleagues to meet deadlines and contribute to departmental goals Support junior members of the team (if required) Requirements: Qualified Solicitor or Legal Executive with experience in Private Client law Minimum 23 years PQE in wills, probate, and estate administration Strong technical knowledge of UK private client law and relevant procedures Excellent communication skills and a compassionate, client-focused approach Ability to manage a busy caseload independently and efficiently Strong attention to detail and organisational skills Confidence using case management systems and Microsoft Office A genuine desire to offer high-quality, personable client service Desirable: STEP qualification or working towards it Experience with complex estates or tax planning matters Knowledge of trusts and Court of Protection applications What the Firm Offers: Competitive salary with bonus opportunities A truly friendly, family-like firm where youll feel supported and valued Clear pathways for career development and progression Flexible/hybrid working (where applicable) Ongoing training, CPD, and support with further qualifications Firm pension scheme Additional leave and other staff benefits If youre looking for a role where your expertise is appreciated and your wellbeing matters, this welcoming and family-oriented firm could be the ideal place to continue your Private Client career.
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