Private Client Solicitor / Legal Executive / Fee Earner

We are looking for an experienced Private Client Solicitor, Legal Executive or Fee Earner to join our team and manage a full caseload of private client matters.

The Role

• Will drafting and advising on wills
• Inheritance Tax planning
• Trust creation and administration
• Powers of Attorney
• Court of Protection applications
• Probate and estate administration
• Advising clients throughout the full lifecycle of their matters
• Maintaining strong client and third-party relationships
• Generating referrals and contributing to business development activities

• Manage all aspects of private client work to a high professional and client-care standard
• Progress matters efficiently and accurately, keeping clients regularly updated on progress and costs
• Maintain accurate time recording and work towards agreed billing and performance targets
• Maintain confidentiality and security of all client and firm documentation
• Use the firm's case management system effectively to manage and progress matters
• Take responsibility for credit control on your own matters, with support from the Accounts team
• Ensure compliance with relevant professional regulations, including the Solicitors’ Accounts Rules and Code of Conduct
• Develop positive relationships with external organisations and professional referrers

Skills & Experience

• Experience handling a private client caseload
• Strong knowledge of wills, probate and estate administration
• Experience with Powers of Attorney and/or Court of Protection work
• Experience with trusts and inheritance tax planning would be advantageous
• Excellent verbal and written communication skills
• Strong organisational and time-management abilities
• Excellent attention to detail
• A professional and client-focused approach
• The ability to work independently while contributing effectively as part of a team
• Strong IT skills, including Microsoft Office and experience using case management systems

Should you have any questions or wish to apply please do not hesitate to contact Clear Legal and Financial.

Please Note: Due to the number of applications we receive we may be unable to respond to every application directly