Private Client Solicitor
6 days ago
Cheltenham
PRIVATE CLIENT SOLICITOR Job Title: Private Client Solicitor Reports To: Senior Management Team Direct Reports: Legal Assistant / Paralegal Overview An opportunity has arisen for an experienced Private Client Solicitor to join a well-established and growing legal practice. The successful candidate will play a key role in the continued development of the Private Client department, managing a varied caseload while contributing to business growth, client service excellence, and the firm's long-term strategic objectives. Key Responsibilities Fee-Earning and Client Work • Manage and develop a personal caseload of private client matters from instruction through to completion., • Provide high-quality legal advice across a broad range of private client services., • Maintain strong client relationships and deliver exceptional levels of client care., • Conduct client meetings and provide clear, practical legal guidance tailored to individual circumstances., • Ensure all matters are progressed efficiently and in accordance with regulatory and professional standards. Areas of Work The successful candidate will have experience across a range of private client matters, including: • Wills and estate planning, • Lasting Powers of Attorney, • Probate and estate administration, • Inheritance tax and succession planning, • Declarations of Trust, • Court of Protection matters, • General private client advisory work Department Development • Support the continued growth and development of the Private Client department., • Enhance the department's reputation for delivering high-quality legal services., • Work collaboratively with colleagues across the firm to identify and maximise cross-referral opportunities., • Contribute to marketing initiatives and business development activities., • Build and maintain professional relationships to generate new business and referral opportunities., • Assist in the implementation of departmental growth strategies and objectives. Compliance and Administration • Handle client enquiries and communications in a professional and timely manner., • Ensure accurate matter inception and completion procedures are followed., • Work closely with support staff to prepare client care documentation and maintain compliance requirements., • Maintain accurate records and case management information., • Adhere to all regulatory, professional and internal compliance procedures. Person Specification Qualifications and Experience • Qualified Solicitor with relevant post-qualification experience in Private Client law., • Strong technical knowledge across all core areas of private client practice., • Proven experience managing a varied private client caseload independently., • Experience advising clients on a broad range of complex private client matters. Skills and Attributes • Excellent technical and drafting skills., • Strong commercial awareness and business development capability., • Ability to build and maintain long-term client relationships., • Effective networking skills with a proven ability to generate new work., • Excellent written and verbal communication skills., • Strong organisational and time management abilities., • Proficient in the use of legal case management systems and Microsoft Office applications., • Ability to work both independently and collaboratively within a team environment., • Professional, approachable and confident manner when dealing with clients and colleagues., • High attention to detail and commitment to quality., • Resilient, adaptable and able to manage competing priorities effectively. Personal Development • Commitment to ongoing professional development and continuous learning., • Maintain compliance with all relevant professional and Continuing Professional Development requirements., • Demonstrate a proactive approach to improving processes, systems and client service delivery., • Work closely with senior leadership to support the firm's strategic growth plans. Key Competencies • Client relationship management, • Technical legal expertise, • Business development and networking, • Commercial awareness, • Team collaboration, • Communication and interpersonal skills, • Organisation and attention to detail, • Professional integrity and accountability The role offers the opportunity to become a key contributor within a growing department, helping to shape its future direction while delivering outstanding legal services to clients.