Job Description
Private Client Solicitor / Legal Executive - Any office (Merseyside)
An exciting opportunity has arisen for a Private Client Solicitor or Legal Executive (2 years PQE+) to join a busy and supportive Private Client team working across multiple office locations.
This is a varied role suited to someone with strong experience in Court of Protection matters, including complex cases and working with vulnerable clients. The successful candidate will manage a diverse caseload while supporting the continued growth and development of the department.
The Role
The successful candidate will be responsible for:
- Managing a varied Private Client caseload on a day-to-day basis
- Handling client enquiries and providing regular case updates
- Communicating with the Probate Registry, Courts, HM Land Registry, HMRC, experts and external agencies
- Meeting with clients both in person and remotely where required
- Assisting with the administration of estates
- Supporting business development initiatives and maintaining existing professional relationships
- Working alongside the marketing team to produce blog and online content relating to Private Client matters
Requirements
To be considered for this role, candidates should have:
- A minimum of 2 years PQE within Private Client
- Strong experience handling matters involving:
- High Net Worth clients
- Probate
- Wills
- Trusts
- Estate and Tax Planning
- Services for the Elderly
- Solid Court of Protection experience, ideally involving complex matters and vulnerable clients
- Experience using Case Management Systems and Laserforms (essential)
- Good working knowledge of Excel spreadsheets (essential)
Desirable Experience
- Experience with property-related matters
- Full driving licence and access to a vehicle
The Ideal Candidate Will Be
- Organised and proactive
- Ambitious with a strong work ethic
- A confident communicator with excellent client care skills
- Able to work independently and as part of a collaborative team
- Flexible and adaptable to client and team needs
- Capable of managing competing priorities and heavy workloads effectively
- Comfortable making decisions and taking initiative
