Private Client Solicitor

Private Client Solicitor - Permanent Full-Time

Location: Bedford, Office based

Salary £40K- £70K (depending on experience)

Since the company was established in 2006, the company has experienced consistent growth and has become one of the leading firms in the region. They are in the top three probate providers in the country (figures from MoJ) and were awarded Highly Commended in British Wills and Probate Awards for Probate Provider of the Year - South (2024).

The company offers a comprehensive range of legal services and has a large team of professionals, including members who are STEP, TALL, and ACTAPS certified, and a court-appointed Panel Deputy. They are Lexcel and CQS accredited, reflecting our commitment to quality legal services.

About the Role:

The company seeks a successful Private Client solicitor whowill handle various private client matters, and focus on probate cases, including taxable and non-taxable cases and any ancillary work. This position will also involve contributing to the growth and development of the department. The Private Client Solicitor role offers a challenging and rewarding environment with a clear path for career progression.

As the Private Client, Solicitor your responsibilities include:

• Case Management: Handle a caseload of private client cases, with the majority being probate cases, including the preparation and administration of taxable and non-taxable estates, ancillary estate planning (including trust work), and ancillary property work.
• Client Interaction: Provide tailored advice to clients, supporting them through complex and sometimes sensitive situations. Build and maintain strong client relationships, ensuring high-quality service delivery.
• Department Development: Actively build and develop the department, including contributing to business development initiatives.
• Compliance and Risk Management: Ensure compliance with current legislation and regulatory requirements under the Code of Conduct, Solicitors Accounts Rules, and Lexcel.
• Team Collaboration: Work closely with other team members, mentoring junior staff and supporting training initiatives.
• Continuous Professional Development: Stay up-to-date with changes in private client law, including tax law changes and best practices.

Qualifications and experience for the Private Client Solicitor:

• Qualification: Qualified solicitor in England and Wales.
• Experience: Proven experience handling probate cases, estate planning, and related matters. TALL / STEP membership or working towards it is desirable but not essential.
• Skills: Excellent client care skills, strong drafting abilities, and an understanding of tax implications related to probate and estate administration.
• Attention to Detail: High level of accuracy and attention to detail.
• Communication: Exceptional communication skills with the ability to empathise with clients while maintaining professionalism.
• Technology Proficiency: Familiar with legal case management software and Microsoft Office.

Benefits:

• Competitive Salary: £40k to £70k (subject to PQE and supervision and management experience) with potential for annual increases through the employee incentive scheme
• Flexible Working: Remote and hybrid working options to support work-life balance.
• Career Progression: There are significant opportunities for advancement, including STEP / TALL development and support and potential promotion to Director level.
• Pension Scheme: Company pension contributions.
• Death in Service Benefit: Offering added security for you and your family.
• Exclusive Employee Discounts: Access to a variety of employee discounts.
• SMART Health Program: Supporting employee well-being.
• Professional Development: Ongoing training opportunities, including support for further accreditations.

If you are ready to join a progressive, motivated, and happy team, apply today to become part of our leading firm. Please submit your CV and a cover letter detailing your experience and why you are the ideal candidate for this role.

Work for a local company with a London feel, APPLY NOW!