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Private Client Solicitor

Additional Resources Ltd
Posted 6 days ago, valid for 15 days
Location

Exeter, Devon EX4 2PL

Contract type

Full Time

Retirement Plan

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • An exciting opportunity is available for a Private Client Solicitor or Chartered Legal Executive at a well-established legal firm.
  • The role is full-time and offers a competitive salary along with excellent benefits.
  • Candidates should have prior experience in a similar private client role and possess a recognized legal qualification.
  • Proven expertise in areas such as Wills, Estate Planning, and Inheritance Tax mitigation is essential, along with familiarity in working with elderly clients.
  • The firm is looking for applicants with a minimum of 2 years of relevant experience, and STEP membership is preferred.

An exciting opportunity has arisen for a Private Client Solicitor / Chartered Legal Executive to join a well-established legal firm. This full-time role offers excellent benefits and a competitive salary.

As a Private Client Solicitor / Chartered Legal Executive, you will provide expert legal advice across private client matters, ensuring all work aligns with internal procedures, professional expectations, and regulatory standards.

You will be responsible for:

  • Handling your own caseload with professionalism and efficiency, maintaining regular client contact and delivering a first-class service.
  • Keeping your legal knowledge current through ongoing professional development, including attending relevant training and self-led study.
  • Liaising with senior members of the team to escalate any concerns or queries where appropriate.
  • Adhering to all regulatory obligations, including the SRA Code of Conduct and Accounts Rules.

What we are looking for:

  • Previously worked as a Private Client Solicitor, Private Client Lawyer, Legal Executive or in a similar role.
  • Experience in a similar private client role within a dynamic and fast-paced legal setting.
  • A recognised legal qualification with a strong foundation in Private Client or Trusts and Estates work.
  • Proven expertise in areas such as Wills, Estate Planning, Inheritance Tax mitigation, and the use of Trusts.
  • Familiarity with elderly client services, drafting Lasting Powers of Attorney, and managing basic Court of Protection matters.
  • STEP membership or working towards it would be preferred.

What’s on offer:

  • Competitive Salary
  • Pension scheme
  • Healthcare Tests
  • Staff Discount
  • Commitment to training and enhancement

Apply now for this exceptional Private Client Solicitor opportunity to work with a dynamic team and further enhance your career.

Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.

Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.