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