Private Client Associate Solicitor
1 week ago
Are you a dedicated Private Client Associate Solicitor looking to take your next step within a reputable and multi-branch law firm? This is an exciting opportunity to join a regional firm with offices across the north and midlands areas, where you will play an essential role in a highly respected Private Client department, supporting a diverse client base with a full range of private client services.
Our client is seeking a proactive, knowledgeable, and ambitious Private Client Solicitor to join their growing team. The ideal candidate will take ownership of their own caseload, delivering expert advice and exceptional client care. Salary is competitive and will be determined by your experience and technical proficiency, with excellent prospects for ongoing professional development and long-term career progression.
Private Client Solicitor Key Responsibilities- Managing a full caseload of private client matters including wills, trusts, probate, estate & tax planning, lasting powers of attorney, and Court of Protection work.
- Drafting, reviewing, and interpreting legal documentation relating to private client law and estate administration.
- Offering clear, tailored advice to individuals, families, and elderly clients, ensuring matters progress smoothly to completion.
- Liaising directly with clients as well as external stakeholders such as financial advisors, accountants, attorneys, and HMRC.
- Overseeing all related compliance, Anti-Money Laundering (AML), and regulatory requirements for private client transactions.
- Staying abreast of developments in private client and tax law to ensure all work remains current and compliant.
- A minimum of two years' post-qualification experience in a private client solicitor or chartered legal executive role.
- Proven experience independently managing your own private client caseload with minimal supervision.
- Excellent technical knowledge across wills, probate, estate administration, trusts, and powers of attorney.
- Exceptional client care, communication, and relationship-building skills with clients from all backgrounds.
- Strong drafting, analytical, negotiation, and organisational skills.
- IT literacy and familiarity with legal practice management software and Microsoft Office.
- Ability to work collaboratively as part of a busy and professional team as well as independently.
- Membership of STEP or working towards STEP qualification is desirable but not essential.
- Long-term career progression within a respected, multi-office law firm.
- Engagement with varied, high-quality private client work including high-net-worth matters.
- Ongoing professional development and support for further qualifications, including STEP accreditation.
- Positive and inclusive team culture with flexible working arrangements.
- Competitive remuneration and attractive benefits package.
- Based within commutable distance of the firm's offices in the West Midlands. Flexible, hybrid, and part-time options may be considered.
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