Private Client Solicitor

Private Client Solicitor focuses on review and execute wills, codicils and testamentary documentation tailored to clients' circumstances, ensuring compliance with legal formalities and firm precedents.

What the role involves

• Review and execute wills, codicils and testamentary documentation tailored to clients' circumstances, ensuring compliance with legal formalities and firm precedents.
• Prepare Lasting Powers of Attorney (LPA) and deputyship applications.
• Support clients through registration with the Office of the Public Guardian.
• Manage related ongoing matters.
• Provide guidance on trusts including settlor-interested and discretionary trusts.
• Support trustees with administration and tax reporting obligations.

Skills and requirements

• With over 15 years of experience, we connect law firms and conveyancing practices with the talent they need to grow.
• Familiarity with AML and client identification requirements and experience maintaining audit-ready files and compliance documentation.
• Strong organisational skills with the ability to manage competing priorities, meet deadlines.
• Confident and professional communicator with excellent interpersonal skills and the ability to liaise effectively with clients, colleagues and external contacts.

Candidate fit

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