At a Glance
- Tasks: Handle diverse private client matters like Wills, Probate, and Trusts with a supportive team.
- Company: Join a respected local law firm with a modern approach and strong community ties.
- Benefits: Enjoy competitive salary, 26 days holiday, private healthcare, and flexible working options.
- Other info: Opportunities for career growth in a progressive and inclusive environment.
- Why this job: Make a real difference in clients' lives while developing your legal career.
- Qualifications: Qualified Solicitor or CILEX Fellow with experience in private client matters.
The predicted salary is between 40000 - 50000 £ per year.
We are seeking a committed and experienced Private Client Solicitor or Legal Executive to join our well‑established and busy Private Client team. The successful candidate will handle a varied caseload including Wills, Probate, Estate Administration, Trusts, Tax Planning, Lasting Powers of Attorney, and Court of Protection matters.
Key Responsibilities
- Drafting, preparing and executing Wills and Codicils.
- Advising on and preparing Lasting Powers of Attorney (LPAs).
- Handling Probate applications, Grants of Probate/Letters of Administration, and full estate administration.
- Advising on and administering Trusts, including lifetime trusts and post death arrangements.
- Providing inheritance tax, capital gains tax and general estate planning advice.
- Supporting and advising elderly clients in a sensitive and professional manner.
- Maintaining excellent client care and communication, ensuring all work complies with regulatory and firm standards.
- Contributing to business development initiatives and maintaining strong referrer relationships.
Candidate Attributes
- Qualified Solicitor (ideally 5+ PQE) or CILEX Fellows.
- Experience across a broad range of Private Client matters including Wills, Probate, LPAs and Trusts.
- STEP qualification beneficial but not essential.
- Experience of HNW clients.
- Strong technical ability, excellent communication skills, and a client focused approach.
- Ability to manage an independent caseload with minimal supervision.
- Ability to support junior members of the team with training needs.
A supportive and progressive working environment. Career development opportunities within a growing practice. The chance to contribute meaningfully to a much valued Private Client team. Work within a respected local office with the backing of a wider, modern law firm.
Benefits
- 26 days paid holiday per year.
- Private medical insurance.
- Competitive salary.
- Death in service.
- Generous bonus scheme.
- Flexibility and modern working arrangements.
- Employee health insurance.
- Discounted membership for family members.
- Discounted conveyancing and legal services such as wills and family trusts.
- A pension scheme with employer contributions of 4%.
We are committed to equality, diversity and inclusion and value individuals for their skills, potential and what they can bring to the firm.
Private Client Solicitor/FCilex – Full Time / Part Time (Milton Keynes) employer: Heald Solicitors LLP
Join our esteemed Private Client team in Milton Keynes, where we prioritise a supportive and progressive work culture that fosters employee growth and development. With competitive benefits including 26 days of paid holiday, private medical insurance, and flexible working arrangements, we offer a rewarding environment for experienced solicitors and CILEX Fellows to thrive while making a meaningful impact on our clients' lives.
