Private Client Solicitor

Mallory Pryce Recruitment

. Manage a personal caseload of private client matters from instruction to completion, including wills, trusts, lifetime planning and tax-efficient succession strategies .

Posted 10/19/2026full-timeGodalming • United KingdomMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in private client law, including wills, trusts, probate administration, and Lasting Powers of Attorney, while providing empathetic client care and maintaining accurate documentation. Capable of managing a varied caseload efficiently and effectively, ensuring compliance with legal standards and client expectations.

Highest-signal resume keywords

Qualified SolicitorPrivate Client Law ExpertiseProbate AdministrationExcellent Drafting SkillsCase Management System Familiarity

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

WillsTrustsProbate ProcedureLasting Powers of AttorneyEstate AdministrationTax ConsiderationsDocument ReviewEstate Accounts PreparationCapacity IssuesSuccession Planning

Soft Skills

Attention to DetailOrganizational SkillsEmpathetic CommunicationClient CareAbility to Prioritize

Tools & Technologies

Case Management SystemsElectronic Document ManagementMicrosoft Office ApplicationsDocument Automation Tools

Certifications & Qualifications

Solicitor Qualification

Industry Keywords

Private Client WorkEstate DistributionAsset IdentificationExecutor LiaisonBeneficiary CommunicationTax Advisers CollaborationClient CorrespondenceTime RecordingBilling Information

About the role

Key responsibilities & impact

Manage a personal caseload of private client matters from instruction to completion, including wills, trusts, lifetime planning and tax-efficient succession strategies
Progress matters in line with agreed timescales and client expectations
Conduct probate and estate administration from grant application through estate distribution
Identify assets, handle claims, realise assets, prepare estate accounts and close down estates
Liaise with executors, beneficiaries and third parties to resolve issues efficiently
Prepare, review and draft Lasting Powers of Attorney and deputyship applications and supporting documentation
Provide practical guidance on capacity, statutory duties and best interests considerations
Advise on trusts and succession planning, considering relevant tax implications
Liaise with tax advisers and other specialists on complex or novel matters
Communicate with clients, family members, financial advisers and professional advisers to obtain information and coordinate matters
Maintain professional and empathetic client care
Maintain accurate file records in the case management system, including file notes and document management
Assist with time recording and billing information
Prepare client correspondence, completion statements and accounts as required

Requirements

What you’ll need

Qualified solicitor
Minimum of 3–5 years' post-qualification experience in private client work, or equivalent experience as a senior practitioner handling wills, trusts, probate/estate administration, LPAs and deputyship matters
Strong technical knowledge of private client law, including wills and trusts, probate procedure, Lasting Powers of Attorney and capacity issues
Understanding of inheritance tax and related tax considerations desirable
Excellent drafting and document review skills
High attention to detail and commitment to accurate work within deadlines
Highly organised, able to prioritise competing demands and manage a varied caseload with minimal supervision
Ability to meet client and internal targets
Excellent written and verbal communication skills
Professional, empathetic manner when dealing with vulnerable clients and family members
Familiarity with case management systems, electronic document management and Microsoft Office applications
Comfortable learning new systems and document automation tools

Benefits

Comp & perks

Hybrid working arrangement
Opportunities to continue developing the practice
Collaborative and forward-thinking firm environment