• Permanent
  • Truro
  • 35000 - 50000 GBP / Year

We are looking for a Private Client Lawyer, whether a Solicitor, Chartered Legal Executive or part-qualified legal professional, to join a supportive and highly regarded team. The ideal PQE level is 2+; applications are welcomed from qualified professionals and those actively progressing towards qualification through CILEX or the SQE. You will manage a varied caseload, with appropriate supervision, and advise on wills, succession and estate planning, trusts, probate and estate administration. The work includes complex, high-value and high-net-worth matters, with scope to shape your caseload around your interests. The ideal candidate combines strong technical knowledge with excellent client care, sound organisation and a collaborative, proactive approach. You will work alongside experienced colleagues, build relationships with clients and professional contacts, and contribute to the continued success of the department.

The Firm

This established law firm has a well-regarded Private Client team, known for its client care and collaborative approach. The department handles a consistent flow of quality instructions, including complex, high-value and high-net-worth matters, giving you the opportunity to work on a varied and rewarding caseload. You will be supported by experienced colleagues and can develop work in line with your professional interests.

The firm offers ongoing training and career development, including support with progression and study leave where agreed. Flexible working arrangements are considered, and the role can offer the opportunity to build a long-term career within a successful department. You will also work with colleagues across other practice areas to provide clients with a joined-up service.

Responsibilities

  • Manage a varied Private Client caseload with appropriate supervision.

  • Advise clients on wills, succession planning and estate planning.

  • Prepare and register Lasting Powers of Attorney and, where required, Court of Protection applications.

  • Advise on trusts, including drafting documentation, administration and ongoing management.

  • Handle probate and estate administration for taxable and non-taxable estates.

  • Prepare inheritance tax returns, deeds of variation and estate accounts.

  • Build strong client relationships and liaise with accountants, financial advisers and other professional contacts.

  • Ensure compliance with anti-money laundering regulations, regulatory requirements and internal procedures.

  • Collaborate with colleagues across Property, Litigation and other departments to provide a seamless client service.

  • Contribute to the continued growth and success of the Private Client department.

Experience and Skills Sought

  • Qualified Solicitor or Chartered Legal Executive, or actively progressing towards qualification through CILEX or the SQE; PQE requirement: 2+.

  • Experience managing a Private Client caseload and strong technical knowledge of wills, trusts and probate.

  • Excellent communication, client relationship, organisation and file management skills.

  • A proactive, commercially aware and collaborative approach.

Hours and Benefits

  • Competitive salaries

  • Bonus schemes

  • 20 days annual holiday allowance (increasing by a day a year, up to 5 years)

  • generous break over Christmas/New Year

  • City centre parking provided FOC when available

  • Company pension scheme

  • Free/Subsidised legal services

  • Subsidised yoga classes

  • Support in career progression & study leave where agreed

  • In-house training & courses

  • Practising Certificate costs covered

  • Flexible/home working as agreed

  • Departmental fee targets

Find Out More or Apply

To find out more about this role, or to have an informal, confidential and non-committal chat, please reach out to Katie at Aspiria Legal.