Private Client Solicitor
CV-LibraryBirmingham, West Midlands (County)permanentPosted: 24 April 2026
Apply NowJob 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
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