Private Client Solicitor - #2067694

Simpson Judge Ltd


Date: 3 weeks ago
City: Liverpool
Contract type: Full time
Work schedule: Full day
Simpson Judge Ltd
Private Client Solicitor / Legal Executive - Any office (Merseyside)

An exciting opportunity has arisen for a Private Client Solicitor or Legal Executive (2 years PQE+) to join a busy and supportive Private Client team working across multiple office locations.

This is a varied role suited to someone with strong experience in Court of Protection matters, including complex cases and working with vulnerable clients. The successful candidate will manage a diverse caseload while supporting the continued growth and development of the department.

The Role

The successful candidate will be responsible for:

  • Managing a varied Private Client caseload on a day-to-day basis
  • Handling client enquiries and providing regular case updates
  • Communicating with the Probate Registry, Courts, HM Land Registry, HMRC, experts and external agencies
  • Meeting with clients both in person and remotely where required
  • Assisting with the administration of estates
  • Supporting business development initiatives and maintaining existing professional relationships
  • Working alongside the marketing team to produce blog and online content relating to Private Client matters
Requirements

To be considered for this role, candidates should have:

  • A minimum of 2 years PQE within Private Client
  • Strong experience handling matters involving:
    • High Net Worth clients
    • Probate
    • Wills
    • Trusts
    • Estate and Tax Planning
    • Services for the Elderly
  • Solid Court of Protection experience, ideally involving complex matters and vulnerable clients
  • Experience using Case Management Systems and Laserforms (essential)
  • Good working knowledge of Excel spreadsheets (essential)
Desirable Experience
  • Experience with property-related matters
  • Full driving licence and access to a vehicle
The Ideal Candidate Will Be
  • Organised and proactive
  • Ambitious with a strong work ethic
  • A confident communicator with excellent client care skills
  • Able to work independently and as part of a collaborative team
  • Flexible and adaptable to client and team needs
  • Capable of managing competing priorities and heavy workloads effectively
  • Comfortable making decisions and taking initiative

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