Private Client Solicitor

Private Client Solicitor focuses on review wills, codicils, deeds of variation and related documents ensuring accuracy, compliance and use of firm precedents where appropriate.

What the role involves

• Review wills, codicils, deeds of variation and related documents ensuring accuracy, compliance and use of firm precedents where appropriate.
• Ensure compliance with firm policies and regulatory obligations throughout the matter lifecycle.
• Undertake client identification and AML checks.
• Liaise with executors, beneficiaries, trustees, banks, third‑party advisers and external counsel to resolve issues and progress matters efficiently.
• Use case management and document management systems to maintain up‑to‑date matter records.
• Manage files, produce templates and promote digitisation.

Skills and requirements

• With over 15 years of experience, we connect law firms and conveyancing practices with the talent they need to grow.
• Qualified solicitor (or equivalent) with substantial Private Client experience, typically 3+ years post‑qualification experience (or equivalent) handling wills, probate and LPAs.
• Strong technical knowledge of estate administration, inheritance tax, trusts and capacity legislation with demonstrable experience of probate applications and estate distributions.
• High level of client care and empathy when dealing with vulnerable or bereaved clients, with strong communication and interpersonal skills.

Candidate fit

• professional judgement, legal knowledge, client communication, and careful file management