Our client, a prestigious and well-established law firm near Yeovil, is looking to recruit a dynamic Private Client Solicitor to join their highly regarded private client team. This is an excellent opportunity for a motivated solicitor to advise a broad range of clients—including high-net-worth individuals and families—on complex private client, wills, and estate planning matters within a progressive, supportive environment.

Key Responsibilities in Private Client Solicitor Role

• Providing expert guidance and legal advice on complex matters related to wills, trusts, probate, estate administration, powers of attorney, tax and succession planning, and Court of Protection work.
• Managing a varied caseload, including high-value and cross-border estates, trust structures, and inheritance tax planning.
• Drafting and reviewing comprehensive legal documents, including wills, trust deeds, lasting powers of attorney, and related correspondence.
• Delivering excellent, empathetic client service—liaising closely with clients, beneficiaries, executors, and third-party advisors to ensure their needs are met at every stage.
• Supporting internal initiatives to streamline processes, maintain compliance, and manage risk across all private client work.
• Collaborating with colleagues in property, corporate, and dispute resolution as needed on multi-disciplinary matters.
• Identifying opportunities to develop client relationships, support business development, and promote the firm’s outstanding reputation in private client law.

Essential Experience & Skills for Private Client Solicitors

• Qualified Solicitor in England and Wales with a minimum of 2 years’ PQE in private client law.
• Solid experience in advising on wills, trusts, probate, estate planning, and related tax issues.
• Exceptional communication skills with a client-centred, solutions-driven approach and strong attention to detail.
• Track record of managing a personal caseload efficiently, with the ability to prioritise and progress multiple matters simultaneously.
• Knowledge of estate and trust administration and the broader regulatory and compliance framework affecting private client practice.
• STEP membership or progression towards the STEP Diploma is desirable but not essential.
• Strong IT skills, including effective use of legal case management systems and digital communication platforms.

Benefits and Career Progression for Private Client Solicitors

• Competitive salary package with annual reviews based on experience and performance.
• Hybrid working arrangement
• Clear pathway for professional development and career progression within a growing private client department.
• Opportunity to work closely with experienced partners and develop your expertise with varied, high-quality client work.