Private Client Solicitor

Job Title: Private Client Solicitor / Legal Executive
Location: Birmingham
Position: Full-time
Reports to: Head of Department

Overview

An exciting opportunity has arisen for a skilled and motivated Private Client Solicitor or Legal Executive to join a growing and forward-thinking legal practice. This role is ideal for an individual looking to take ownership of a varied caseload while contributing to the continued expansion of a successful Private Client department.

You will handle a broad range of private client matters, working with a diverse client base including high-net-worth individuals, families, and vulnerable clients. The position offers genuine long-term progression, with the opportunity to step into a leadership role.

Key Objectives

* Deliver high-quality, profitable fee-earning work

* Provide exceptional client service across all private client matters

* Support the growth and development of the department

Key Responsibilities

* Manage a full caseload of private client matters independently

* Draft wills, including complex and high-value estates

* Prepare and administer probate applications

* Advise on and prepare Lasting Powers of Attorney (LPAs)

* Handle Court of Protection applications and matters involving vulnerable clients

* Manage both contentious and non-contentious probate cases

* Draft deeds of variation and advise on lifetime gifting

* Administer estates and trusts, including high-value and complex cases

* Liaise with third parties including HMCTS, Probate Registry, Land Registry, Office of the Public Guardian, and other professionals

* Maintain accurate case records and ensure compliance with regulatory requirements

Desirable Experience

* Advising on trusts linked to pensions and life insurance policies

* Inheritance Tax planning and mitigation strategies

* Estate planning with a focus on asset protection, care fees, and tax efficiency

* Advising elderly clients on later-life planning

* Working closely with IFAs, accountants, and other professional advisers

* Cross-department collaboration on complex client matters

Skills & Experience

* Qualified Solicitor or Legal Executive (England & Wales) with 2+ years’ PQE

* Strong experience across a broad range of private client work

* Proven ability to manage a caseload independently

* Excellent technical knowledge of wills, probate, trusts, and estate planning

* Strong drafting and analytical skills

* Confident communicator with a client-focused approach

* Proficient in Microsoft Office and case management systems

Person Specification

Commercial Awareness

Understands financial drivers and manages billing, WIP, and cash flow effectively

Identifies opportunities for client growth and service development

Client Focus

Builds trusted, long-term relationships with clients

Demonstrates empathy and professionalism, particularly with vulnerable individuals

Maintains strict confidentiality at all times

Personal Effectiveness

Highly organised with strong attention to detail

Able to prioritise workload and meet deadlines under pressure

Works independently while contributing positively to the wider team

Communication & Leadership

Communicates clearly and effectively with clients and colleagues

Demonstrates sound judgement and professionalism

Shows potential to supervise and mentor junior team members

Development & Progression

Ambitious with a clear interest in career progression

Open to taking on leadership responsibilities in the future

Committed to continuous professional development

Career Progression

This role offers a clear pathway toward a senior position, with the long-term opportunity to lead and develop the Private Client department, including team management responsibilities.

Salary & Benefits

Competitive salary dependent on experience

Performance-related incentives

Clear progression opportunities

Ongoing training and development

Supportive, collaborative working environment

We endeavour to reply to every candidate, every time but if you haven’t heard back within 10 days, please understand that you have unfortunately been unsuccessful for this position, or the position has been filled