At a Glance
- Tasks: Manage diverse private client matters like wills, probate, and estate planning.
- Company: Join Poole Townsend, a respected firm with a community-focused approach.
- Benefits: Enjoy competitive salary, 25 days leave, hybrid working, and health cash plan.
- Other info: Be part of a friendly team with ongoing training and career development opportunities.
- Why this job: Make a real difference in clients' lives while growing your legal expertise.
- Qualifications: Qualified Solicitor or Legal Executive with strong client care and organisational skills.
The predicted salary is between 36000 - 60000 £ per year.
Location: Barrow-in-Furness (other Poole Townsend offices and hybrid considered)
Position: Private Client Solicitor or Legal Executive – Legal Department (full-time/part-time) Permanent position available
About Us
Poole Townsend is a highly respected, long-established firm providing expert legal, financial, and estate agency services across the South Lakes and Furness Peninsula. With five offices and a client-focused approach, we’re proud to offer a comprehensive and professional service to our community. Due to expansion, we are currently seeking a Private Client Lawyer to join our experienced and friendly legal team.
The Role
As a Private Client Lawyer, you will manage a diverse caseload of private client matters including wills, probate, LPAs, trusts, estate administration, tax, and Court of Protection work. You’ll be responsible for delivering high-quality legal advice and a responsive, personal service to a loyal and growing client base.
Responsibilities
- Managing a full and varied caseload of private client matters from start to finish
- Providing clear and accurate legal advice to clients and maintaining regular communication throughout
- Preparing and advising on wills, lasting powers of attorney, trusts, tax, and estate planning
- Handling estate administration and probate including all associated Government forms and processes
- Ensuring compliance with internal procedures and relevant legal frameworks
- Maintaining accurate records using a case management system
- Actively promoting Poole Townsend’s full range of services
What We’re Looking For
- Qualified Solicitor or Chartered Legal Executive with a minimum of 3 years' PQE preferred in private client work
- Excellent client care, communication, and interpersonal skills
- Strong organisational skills and the ability to manage deadlines effectively
- A high level of accuracy and attention to detail
- Confident working independently while being part of a supportive team
- STEP qualification is desirable; however, support will be provided for those working towards it
- Competent IT skills, including case management and Microsoft Office
What We Offer
- Competitive salary, dependent on experience
- 25 days annual leave (plus bank holidays and discretionary Christmas leave)
- Hybrid working up to 2 days per week, where business and client needs allow
- Immediate access to an existing client base
- Medicash health cash plan, employee assistance programme, staff discounts, and more
- Friendly, supportive team culture and regular company events
- Ongoing training and professional development opportunities
How to Apply
If you’re passionate about providing exceptional private client services and want to work with a forward-thinking firm, we’d love to hear from you. Full-time hours are Monday to Thursday, 9am – 5pm & Friday 9am – 4:30pm. Be part of a firm where your expertise helps clients feel supported, informed, and in safe hands.
As a Disability Confident Committed employer, Poole Townsend are committed to encouraging equality, diversity and inclusion among our workforce, and eliminating unlawful discrimination.
Private Client Lawyer or Legal Executive – Legal Department employer: Poole Townsend Ltd
Contact Detail:
Poole Townsend Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Lawyer or Legal Executive – Legal Department
✨Network Like a Pro
Get out there and connect with people in the legal field! Attend local events, join relevant groups, and don’t be shy about reaching out to current employees at firms like Poole Townsend. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Show Off Your Skills
When you get the chance to chat with potential employers, make sure to highlight your experience in private client work. Talk about specific cases you've managed and how you’ve provided exceptional client care. This is your moment to shine, so let them see what you can bring to their team!
✨Be Prepared for Interviews
Do your homework before any interview! Research Poole Townsend’s values and recent developments in the legal sector. Prepare some thoughtful questions to ask them too – it shows you’re genuinely interested and engaged. Plus, it’ll help you stand out from the crowd.
✨Apply Through Our Website
Don’t forget to apply directly through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re keen on joining our team at Poole Townsend. Let’s get you that dream job!
We think you need these skills to ace Private Client Lawyer or Legal Executive – Legal Department
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Private Client Lawyer role. Highlight your relevant qualifications, especially if you have experience in wills, probate, or estate planning.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your passion for private client work and how you can contribute to Poole Townsend's client-focused approach. Be personal and engaging!
Showcase Your Communication Skills: Since excellent client care and communication are key for this role, make sure your application demonstrates these skills. Use clear and concise language, and don’t forget to proofread for accuracy!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the position. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Poole Townsend Ltd
✨Know Your Stuff
Make sure you brush up on private client law, especially areas like wills, probate, and trusts. Familiarise yourself with Poole Townsend's services and values so you can show how your experience aligns with their client-focused approach.
✨Showcase Your Communication Skills
Since excellent client care is key for this role, prepare to demonstrate your communication skills. Think of examples where you've effectively communicated complex legal concepts to clients or colleagues, and be ready to discuss how you maintain regular communication throughout a case.
✨Be Organised and Detail-Oriented
This role requires strong organisational skills and attention to detail. Bring along examples of how you've managed a varied caseload in the past, and be prepared to discuss your methods for ensuring accuracy and compliance with legal frameworks.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s culture, team dynamics, and ongoing training opportunities. This shows your genuine interest in the role and helps you assess if Poole Townsend is the right fit for you.