Private Client Solicitor

Private Client Solicitor - Wills and Trusts (3PQE)

• Job Type: Full-time
• Location: Bath (5 days on site)
• Salary: Depending on experience

We are seeking a 3PQE Solicitor with expertise in Wills, Lasting Powers of Attorney, Trusts, and capacity issues including deputyship. This role involves providing high-quality legal services to clients and assisting in the coordination of the PC team’s activities to achieve business objectives. The ideal candidate will have a proven track record in legal case management and a minimum of 3 years post-qualification experience (PQE).

Day-to-day of the role:

• Conduct initial consultations and client triage as required.
• Prepare Wills and provide advice on Trusts, capacity, and Inheritance Tax and court of protection work
• Advise on Lasting Powers of Attorney, handling applications and registrations.
• Liaise with clients on probate matters and deputyships.
• Manage ongoing cases effectively and maintain organised and updated files in accordance with firm policies.
• Participate in networking and business development activities to generate workflows.
• Review and manage Work in Progress (WIP) and client financing for ongoing matters.
• Meet monthly and year-end fee targets.
• Attend team meetings and relevant courses to enhance professional development.
• Ensure compliance with company standards and proc...