Private Client Solicitor in Cheltenham

An opportunity has arisen for an experienced Private Client Solicitor to join a well-established and growing legal practice. The successful candidate will play a key role in the continued development of the Private Client department, managing a varied caseload while contributing to business growth, client service excellence, and the firm's long-term strategic objectives.

Key Responsibilities

• Manage and develop a personal caseload of private client matters from instruction through to completion.
• Provide high-quality legal advice across a broad range of private client services.
• Maintain strong client relationships and deliver exceptional levels of client care.
• Conduct client meetings and provide clear, practical legal guidance tailored to individual circumstances.
• Ensure all matters are progressed efficiently and in accordance with regulatory and professional standards.

Areas of Work

• Wills and estate planning
• Lasting Powers of Attorney
• Probate and estate administration
• Inheritance tax and succession planning
• Declarations of Trust
• Court of Protection matters
• General private client advisory work

Department Development

• Support the continued growth and development of the Private Client department.
• Enhance the department's reputation for delivering high-quality legal services.
• Work collaboratively with colleagues across the firm to identify and maximise cross-referral opportunities.
• Contribute to marketing initiatives and business development activities.
• Build and maintain professional relationships to generate new business and referral opportunities.
• Assist in the implementation of departmental growth strategies and objectives.

Compliance and Administration

• Handle client enquiries and communications in a professional and timely manner.
• Ensure accurate matter inception and completion procedures are followed.
• Work closely with support staff to prepare client care documentation and maintain compliance requirements.
• Maintain accurate records and case management information.
• Adhere to all regulatory, professional and internal compliance procedures.

Person Specification

Qualifications and Experience

• Qualified Solicitor with relevant post-qualification experience in Private Client law.
• Strong technical knowledge across all core areas of private client practice.
• Proven experience managing a varied private client caseload independently.
• Experience advising clients on a broad range of complex private client matters.

Skills and Attributes

• Excellent technical and drafting skills.
• Strong commercial awareness and business development capability.
• Ability to build and maintain long-term client relationships.
• Effective networking skills with a proven ability to generate new work.
• Excellent written and verbal communication skills.
• Strong organisational and time management abilities.
• Proficient in the use of legal case management systems and Microsoft Office applications.
• Ability to work both independently and collaboratively within a team environment.
• Professional, approachable and confident manner when dealing with clients and colleagues.
• High attention to detail and commitment to quality.
• Resilient, adaptable and able to manage competing priorities effectively.

Personal Development

• Commitment to ongoing professional development and continuous learning.
• Maintain compliance with all relevant professional and Continuing Professional Development requirements.
• Demonstrate a proactive approach to improving processes, systems and client service delivery.
• Work closely with senior leadership to support the firm's strategic growth plans.

Key Competencies

• Client relationship management
• Technical legal expertise
• Business development and networking
• Commercial awareness
• Team collaboration
• Communication and interpersonal skills
• Organisation and attention to detail
• Professional integrity and accountability

The role offers the opportunity to become a key contributor within a growing department, helping to shape its future direction while delivering outstanding legal services to clients.