Private client solicitor / legal executive Work, Jobs in Milton Ernest, Bdf (with Salaries)

Private Client Solicitor
Mallory Pryce —Luton
- Hybrid work
- Organisational skills
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Senior Lawyer (Child Care)
West Northamptonshire Council —Northampton
- £55,041 a year
5d

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Private Client Solicitor
Brady Harvey Legal —Milton Keynes
Experience working within a fast-paced legal environment with strict deadlines is desirable. Advising clients on inheritance tax planning, estate administration…
£50,090.42 - £78,885.30 a year
Quick apply
Private Client Senior Associate Solicitor
Current Legal Recruitment —Watford
Strong reputation for advising high net worth individuals and families. Advise high net worth individuals on estate planning, tax and trusts matters.
£80,000 - £100,000 a year
Quick apply
10d

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Private Client Solicitor

Mallory Pryce
Luton

Quick apply

Job details

Qualifications

Organisational skills

Full job description

We are seeking an experienced private client solicitor to join a busy, client-focused private client team. The successful candidate will manage a varied caseload of private client matters from initial instruction to completion, provide high standards of client care, ensure compliance with regulatory obligations and firm procedures, and contribute to continuous improvement of processes and service delivery. This role offers opportunities for professional development, involvement in practice initiatives and hybrid working arrangements subject to team requirements.

Key responsibilities:

Act for clients on a full range of private client matters including wills, estate administration, probate, intestacy, trusts, lasting powers of attorney (LPAs), deputyship applications and advice on estate planning and inheritance tax, managing matters from initial instruction through to completion and post-completion administration where applicable.
Take ownership of end-to-end case management of a personal caseload, ensuring accurate electronic file maintenance, clear case notes and timely progression against agreed milestones.
Liaise with clients, family members, executors, trustees, court offices, financial advisers and other professional advisers to obtain information, manage expectations and resolve complex matters professionally and proactively.
Prepare, review and quality-check documentation including wills, codicils, estate administration forms and schedules, probate applications, trust deeds, LPAs and court documents; manage submission processes and follow-up on any enquiries or requisitions.
Ensure compliance with anti-money laundering (AML) and client identification procedures, maintain robust audit trails and support file reviews and internal audits to meet regulatory and firm standards.
Maintain accurate time recording and support billing and fee recovery processes; prepare completion figures, manage disbursements and assist with probate accounting where required.
Provide technical guidance and support to more junior colleagues, assist with training and induction activities and contribute to team development by sharing best practice.
Identify opportunities to improve processes, precedents and the use of private client technology; support implementation of enhanced workflows to improve efficiency and reduce risk.
Escalate and manage risk issues or complex matters to senior fee earners or management in a timely manner and provide clear reporting on case status when required.

Key skills and experience required:

Qualified solicitor, chartered legal executive or experienced fee earner with proven private client experience and a track record of managing a varied caseload to completion.
Strong technical knowledge of private client matters including wills, probate, trusts, LPAs, deputyship and inheritance tax planning, with familiarity with probate registry processes and court procedures.
Sound understanding of compliance requirements including AML and client identity checks, with experience maintaining audit-ready files.
Excellent organisational skills with the ability to prioritise workload, manage competing deadlines and maintain attention to detail across multiple matters.
Confident communicator with strong interpersonal skills and a professional manner
Proactive, solutions-focused attitude with the ability to embrace change and support improvements in systems and processes.

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