Overview
In this Private Client role, you manage a varied caseload across wills, powers of attorney, trusts, probate, and tax, delivering high-quality advice and compassionate support to elderly or vulnerable clients. You will work within a collaborative team to provide holistic solutions and maintain strong client relationships. Your effort will drive efficient case progression, compliance, and profitable personal fee earning. This is an opportunity to contribute to a well-regarded regional firm known for exceptional client care and professional development.
Pay / Benefits
- Competitive salary
- Pension scheme
- Health insurance
- Ongoing training and professional development
- Career development and progression
- Supportive, friendly and collaborative environment
Responsibilities
- Drafting Wills and Powers of Attorney
- Advising on trusts, tax, probate and estate administration
- Handling a broad range of private client matters
- Attending clients at home or agreed locations
- Progressing matters per service level agreements using the case management system
- Delivering a profitable contribution through personal fee earning and meeting time/billing targets
- Providing compassionate support to elderly or vulnerable clients
- Collaborating with colleagues across practice areas for holistic advice
- Conducting legal research and keeping up to date with legislation changes
- Maintaining high quality file management and compliance standards
Key requirements
- Experience across Wills, Powers of Attorney, trusts, probate and tax matters
- Strong client care skills and ability to build long-term relationships
- Compassionate, professional approach with elderly or incapacitated clients
- Excellent drafting, organisation and communication skills
- Confidence managing a varied caseload independently
- Proactive, flexible mindset and high professional standards
- Ability to work collaboratively within a supportive team
- Client care
- Empathy and compassion
- Communication
- Drafting Wills and Powers of Attorney
- Advising on trusts, probate and tax
- Case management system familiarity
Solicitor/Legal Executive-Private Client-Somerset-3+ Exp. employer: Chadwick Nott
As a leading international law firm based in Bristol, we pride ourselves on offering an exceptional work environment that fosters collaboration and innovation. Our Associate Directors in Financial Services Regulation benefit from exposure to high-quality, complex international work, alongside opportunities for career progression within a supportive team. With a commitment to diversity and inclusion, we ensure that all employees are valued and empowered to thrive in their roles.
