Private Client Solicitor

We are working with a respected law firm in Taunton seeking a dedicated and detail-oriented Private Client Solicitor to join their established team. This is a fantastic opportunity for a Solicitor with strong technical expertise and a passion for client care to manage a varied caseload of probate and estate matters within a supportive and collaborative environment, reporting to the Head of Private Client.

• Manage a diverse caseload of probate and estate administration matters from initial instruction to completion.
• Provide specialist advice on wills, trusts, lasting powers of attorney, inheritance tax, and intestacy matters.
• Draft, review, and execute legal documents including wills, trust deeds, and related instruments.
• Liaise effectively with executors, beneficiaries, HMRC, and other relevant parties.
• Prepare applications for Grants of Probate and Letters of Administration.
• Ensure compliance with all relevant legislation, regulations, and SRA requirements.
• Deliver exceptional client service and build lasting relationships.
• Support business development and networking initiatives where appropriate.

• Qualified Solicitor with proven probate and estate administration experience.
• Strong technical knowledge of wills, trusts, probate, and estate planning.
• Excellent written and verbal communication skills.
• Exceptional organisational skills with strong attention to detail.
• Ability to work independently and manage competing deadlines.
• Proficient in case management systems and Microsoft Office.
• STEP qualification (or working towards) is desirable but not essential.

• Clear communicator with excellent interpersonal skills.
• Strong time management and prioritisation abilities.
• Team player with a proactive and service-oriented mindset.
• Adaptable and willing to learn new technologies.

• Competitive salary.
• Company health cash plan.
• Enhanced annual leave.
• Social events and seasonal gifts.
• Recruitment referral scheme.
• Ongoing professional development and training.
• Supportive, inclusive, and friendly working environment.

Please get in touch if you would like more information about this role or send your CV via the form below in complete confidence and we will get back to you.

Legal Southwest will never, without exception, send out your CV without your prior knowledge or consent so please be assured that we treat every application with the utmost confidentiality.