Private Client Solicitor/Legal Executive (3/5 years PQE)
Location:
Plymouth
Reports To:
Director and Head of Private Client
About Us:
My client is a long-established and highly respected firm in Devon, with roots tracing back to the 1800s. Their reputation for local expertise and personalised client care has secured a strong client base in Tavistock and across West Devon and Southeast Cornwall. They also serve clients nationally, with many returning to them as a trusted firm, even after relocating across the UK.
The firm continually evolves, recruiting specialist consultant lawyers to ensure they are the first choice for all legal needs, both locally and beyond.
Role Overview:
My client is looking for an ambitious and motivated Private Client Solicitor or Legal Executive to join their growing team in Tavistock. This full-time role offers the opportunity to manage a varied caseload independently while working collaboratively within the firm. The focus will be on delivering outstanding legal services, ensuring that client needs are met, and expectations exceeded. This position is ideal for a driven individual ready to contribute to our ongoing success and expansion.
Salary:
Competitive salary, subject to negotiation depending upon your experience.
Key Responsibilities:
- Provide consistently excellent legal services, exceeding client expectations.
- Comply with Solicitors Regulation Authority's ethical standards, maintaining strict client confidentiality and regulatory compliance.
- Undertake fee-earning work independently and as part of a team, contributing to department profitability.
- Manage private client matters, including Wills, Trusts, Lasting Powers of Attorney, and Trust and Estate Administration.
- Build and maintain client relationships while fostering connections with third-party referrers.
- Contribute to department growth by expanding the client database and marketing firm services.
- Record all chargeable and non-chargeable activities in the firm's time management system.
- Collaborate with colleagues to cross-refer work and clients within the firm.
- Manage financial aspects of matters, including cash flow and billing.
- Maintain organised, up-to-date files according to firm policies.
- Identify and pursue fee-earning opportunities proactively.
- Seek professional development opportunities to enhance skills.
- Adhere to Health and Safety guidelines and firm policies.
- Fulfil additional duties as assigned by the Line Manager.
Our Values and Behaviours:
My client sets the standard for what a law firm should be, prioritising a client-centric approach that makes it "all about you." This focus extends to ensuring staff are supported and satisfied in their roles, creating a secure and enjoyable work environment. They foster strong, encouraging relationships with both clients and staff, and are committed to consistently exceeding expectations. Their success is built on a distinctive culture that strengthens their identity and provides a positive atmosphere for everyone.
Essential
- 3-5 years PQE
- Strong organisational skills; ability to manage deadlines and competing priorities
- Hands-on experience in Wills, Trusts, Lasting Power of Attorney, and Trust & Estate Administration
- Excellent client-facing skills; able to nurture existing clients and third-party relationships
- Ability to develop new business and participate in networking events
- Strong prioritisation skills; capable of meeting strict deadlines
- Technical proficiency with good IT skills
- Strong academic background
Desirable
- STEP qualified
- SFE accredited
- Previous use of case management systems
- Full clean driving licence as travel to see clients will be required
To apply for this position, please submit your CV to: . To discuss this opportunity, or other practice areas, feel free to email or call on: