At a Glance
- Tasks: Provide expert legal advice on Wills, Trusts, and Probate while mentoring others.
- Company: Established legal practice with over 40 years of experience and a supportive culture.
- Benefits: Competitive salary, private medical insurance, and generous annual leave.
- Other info: Friendly environment with clear progression pathways and opportunities for self-improvement.
- Why this job: Shape your career in a leadership role within a growing department.
- Qualifications: Qualified Solicitor with 5-7 years’ experience in Private Client work.
The predicted salary is between 49500 - 60500 £ per year.
A well-established and highly regarded legal practice with over 40 years of history is seeking an experienced and forward-thinking Private Client Solicitor.
This role offers a genuine opportunity to progress into a Head of Department position and to play a key role in the leadership and strategic development of a growing department.
The ideal candidate will be motivated, commercially aware, and passionate about mentoring and innovation within private client work.
What you’ll be doing
- Meeting with existing and potential clients to provide expert advice on all areas of Wills, Lasting Powers of Attorney, Trust matters, Tax advice and Probate
- Liaising with clients and third parties in a professional and compassionate manner
- Processing files from start to finish in an effective and timely manner and in line with the company’s policies on file management
- Opening files and conducting necessary Client Due Diligence and risk management
- Ensuring clients are updated and advised at appropriate points in their matter
- Providing support to other fee earners when needed and covering when other fee earners in the department are away
- Preparing correspondence and documents using in-house software
- Managing client ledgers and complying with the Solicitors’ Accounts Rules
- Responsibility for the maintenance of our manual filing systems
- Closing files following the relevant processes
- Undertaking any specific training when required to do so and overall to have responsibility toward self-improvement
- Ensuring confidentiality of all the firm’s and clients’ documentation and information at all times
- Managing personal billing target
Requirements
What we’re looking for
- Qualified Solicitor with 5–7 years’ PQE in Private Client work
- Proven experience handling a broad private client caseload independently
- Demonstrable leadership potential and enthusiasm for developing a department
- Excellent communication and interpersonal skills
- Highly organised, methodical, adaptable, and detail-oriented
- Strong time-management and prioritisation skills
- High levels of accuracy and efficiency
- Strong IT skills, particularly Microsoft Office; experience with case management systems is an advantage
- Sound knowledge of GDPR and Solicitors’ Accounts Rules relevant to private client work
- Flexible and adaptable approach to work
What’s in it for you?
- Opportunity to shape and grow the role within the firm
- Clear progression pathway into a senior or leadership position
- Friendly, supportive, and collaborative working environment
- Competitive salary, dependent on experience
- Private medical insurance
- 23 days of annual leave, plus an additional day for every five years of service
- #J-18808-Ljbffr
Private Client Solicitor employer: Sort Legal Limited
Sort Legal is an exceptional employer, offering a dynamic work environment in Derby where innovation meets operational excellence. With a strong focus on employee development and a commitment to exceptional client service, we provide ongoing leadership training and career progression opportunities within our growing Remortgage Department. Join us to be part of a forward-thinking team that values quality, compliance, and continuous improvement in the conveyancing sector.
