Private Client Legal Advisor
Private Client Legal Advisor

Private Client Legal Advisor

Yeovil Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Manage private client matters like wills and trusts while providing expert legal advice.
  • Company: Join an award-winning Top 200 UK Law Firm with a supportive culture.
  • Benefits: Competitive salary, extra holiday for your birthday, life assurance, and eye tests.
  • Why this job: Make a real impact in clients' lives while growing your legal career.
  • Qualifications: 2-3 years PQE in estate administration, wills, and LPAs; strong interpersonal skills required.
  • Other info: Enjoy a collaborative environment with opportunities for charity involvement and office socials.

The predicted salary is between 36000 - 60000 £ per year.

Join to apply for the Private Client Legal Advisor role at Porter Dodson

Recruitment and Early Careers Manager | BA, CIPD, Talent Acquisition

About Porter Dodson

Porter Dodson is an award-winning Top 200 UK Law Firm, providing commercial and private legal services to individuals and businesses across Somerset, Devon and Dorset.

We\’re proud of a regional presence that gives clients the local connections and friendly in-person service they love. Being embedded in our local communities and market sectors gives our clients a superb service grounded in the real world.

What makes Porter Dodson a great place to work is our people and our culture. Our team are the lifeblood of the firm, and we are fully committed to ensuring our team are motivated, well cared for, and fulfilling their potential at work. Our people are our priority, which is why we have such excellent staff retention rates and how we have sustained a gold accreditation from Investors in People since 2016.

The Role

We have an exciting opportunity for a Private Client Solicitor or Legal Advisor to join our Yeovil office to assist with a growing busy workload. Offering interesting and varied work, this position will play a key role in supporting and expanding the Firm’s client base in this area of the practice whilst adopting efficient working practices to ensure commercial objectives are met or surpassed.

In addition to your private client enthusiasm and expertise, we are looking for a team player who values every member of the team and wider firm and their contribution to the success of Porter Dodson. We have a unique offering at PD where we have the benefit of being a larger firm but pride ourselves on having maintained the flexibility, collaborative nature and welcoming environment of a smaller firm.

Key Responsibilities

  • Manage a varied caseload of private client matters including wills, LPA’s, trusts and estate administration.
  • Provide expert legal advice to individuals and families
  • Build and maintain client relationships
  • Contribute to business development
  • Ensure compliance with legal standards

About You

Joining our reputable private client department, this role would best suit someone who can demonstrate sound knowledge and a commercial application of the law and practice in this area. Experienced in dealing with Estate Administration, Wills, and LPAs, you must be able to conduct effective case and transaction management. Ideally 2-3 years PQE the successful candidate must be able to manage their own caseload with supervision.

You will be ambitious, pro-active, and enthusiastic, with excellent interpersonal skills. The right candidate will have a growth mindset with the ability to see the bigger picture.

Porter Dodson offers genuine development opportunities for those who are motivated and flourish in an environment where contribution and commitment is opportunity for career development and progression within a transparent and structured framework.

In addition to a competitive salary, you will also get:

  • Extra day of holiday for your Birthday
  • Life assurance
  • Eye tests
  • Flu jabs
  • Legal support
  • Opportunities to get involved with charity fundraising, sports teams and office socials

Seniority level

  • Associate

Employment type

  • Full-time

Job function

  • Legal

Industries

  • Law Practice

Dorchester, England, United Kingdom

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Private Client Legal Advisor employer: Porter Dodson

Porter Dodson is an award-winning Top 200 UK Law Firm that prides itself on a supportive and collaborative work culture, making it an excellent employer for those seeking a fulfilling career in law. With a strong commitment to employee development and well-being, the firm offers a range of benefits including additional holiday for birthdays, life assurance, and opportunities for community engagement, all within a welcoming environment that combines the resources of a larger firm with the personal touch of a smaller practice. Located in Yeovil, employees can enjoy a vibrant local community while contributing to meaningful legal services for clients across Somerset, Devon, and Dorset.
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Contact Detail:

Porter Dodson Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Private Client Legal Advisor

✨Tip Number 1

Network like a pro! Attend local legal events or community gatherings where you can meet potential colleagues and clients. Remember, it’s all about building those connections that could lead to your next opportunity.

✨Tip Number 2

Show off your expertise! Consider hosting a workshop or giving a talk on private client matters. This not only showcases your knowledge but also positions you as a go-to person in your field.

✨Tip Number 3

Don’t shy away from social media! Use platforms like LinkedIn to share insights, articles, or even your thoughts on recent legal developments. Engaging with others in the industry can open doors for you.

✨Tip Number 4

Apply through our website! It’s the best way to ensure your application gets noticed. Plus, you’ll be part of a firm that values its people and offers fantastic growth opportunities.

We think you need these skills to ace Private Client Legal Advisor

Private Client Law
Wills and Estate Administration
Lasting Powers of Attorney (LPA)
Trusts
Client Relationship Management
Business Development
Legal Compliance
Case Management
Interpersonal Skills
Team Collaboration
Commercial Awareness
Problem-Solving Skills
Growth Mindset
Effective Communication

Some tips for your application 🫡

Tailor Your CV: Make sure your CV is tailored to the Private Client Legal Advisor role. Highlight your experience with wills, LPAs, and estate administration, as well as any relevant qualifications. We want to see how your skills match what we're looking for!

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 our team. Don’t forget to mention why you’re excited about joining Porter Dodson specifically.

Showcase Your Interpersonal Skills: Since building client relationships is key in this role, make sure to highlight your interpersonal skills in your application. Share examples of how you've successfully worked with clients or colleagues in the past – we love a good story!

Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team. Let’s get started!

How to prepare for a job interview at Porter Dodson

✨Know Your Stuff

Make sure you brush up on your knowledge of private client law, especially around wills, LPAs, and estate administration. Being able to discuss recent changes in legislation or relevant case studies will show that you're not just knowledgeable but also genuinely interested in the field.

✨Show Your People Skills

Since this role involves building and maintaining client relationships, be prepared to demonstrate your interpersonal skills. Think of examples where you've successfully communicated with clients or worked collaboratively in a team. This will highlight your ability to fit into their culture.

✨Be Ready for Scenario Questions

Expect questions that put you in hypothetical situations related to private client matters. Practice how you would handle various scenarios, such as managing a difficult client or navigating a complex estate issue. This will showcase your problem-solving skills and practical application of the law.

✨Express Your Ambition

Porter Dodson values growth and development, so don’t shy away from discussing your career aspirations. Share how you see yourself contributing to the firm’s success and how you plan to develop your skills further. This shows that you’re not just looking for a job, but a place to grow.

Private Client Legal Advisor
Porter Dodson

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