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Solicitor

Morecrofts LLP

Liverpool

On-site

GBP 40,000 - GBP 50,000

Full time

28 days ago

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Job summary

A leading law firm in Liverpool is seeking a Private Client Solicitor/Legal Executive with over 2 years of post-qualification experience. The successful candidate will manage a diverse Private Client caseload, interface with clients, and work within a vibrant team. Essential skills include experience with HNW clients, Probate, Wills, and proficiency in Case Management Systems. This role offers an opportunity for professional growth in a busy and supportive environment.

Qualifications

  • 2+ years pqe in Private Client law, particularly with HNW clients.
  • Experience with Probate, Wills, Trusts, and Estate Planning is essential.
  • Familiarity with Case Management Systems is required.

Responsibilities

  • Manage Private Client caseload effectively.
  • Communicate with clients and keep them updated on progress.
  • Develop new business and collaborate with the marketing team.

Skills

Handling HNW Clients
Probate
Wills
Trusts
Estate/Tax Planning
Use of Case Management Systems
Excel Spreadsheets
Legal Research
Excellent Communication

Tools

Case Management Systems
Laserforms
Excel
Job description
Solicitor / legal executive 2years+ pqe – Private Client team

We’re looking for a Private Client Solicitor/Legal Executive 2 years pqe+ to join the team in our Woolton office.

This is a varied role in a busy team.

Role responsibilities
  • Day to day management of Private Client caseload
  • Taking calls and enquiries from clients
  • Updating clients on case progress
  • Communicating with probate registry, courts, HMLR, HMRC, experts and agencies
  • Dealing with clients both in person and remotely where necessary
  • Dealing with administration of estates
  • Proactive in development of new work for the team and working with existing business contacts.
  • Work with marketing team, producing blog content in relation to private client work
The right person for this job will
  • Have at least two years pqe experience of dealing with HNW Clients, Probate, Wills, Trusts, Estate/Tax Planning and Services for the Elderly (essential)
  • Experience of property work (desirable)
  • Be able to drive and have access to a car (desirable)
  • Have a great work ethic
  • Be a self-starter and always ready to get involved
  • Be organised
  • Be ambitious
  • Have good decision-making skills
  • Confident in dealing with people
  • Work well within a vibrant team
  • Be flexible and able to accommodate client or team needs
  • Have great time management skills and be able to prioritise heavy workloads
  • Experience of Case Management Systems and Laserforms (essential)
  • Experience of Excel spreadsheets (essential)

Please note interviews may take place in person or via video call.

How to Apply

If you believe this opportunity is the right fit for your skills and experience, please send your CV and a covering letter, including your salary expectations, via the online form below.

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