Wills, Trusts & Estates Solicitor

PRIVATE CLIENT SOLICITOR - NEWCASTLE

An experienced Private Client Solicitor or Fee Earner is sought to join a well-established and highly regarded law firm in their Newcastle office.

Reporting directly to the Head of Department, the successful candidate will play a key role in delivering comprehensive and accurate legal advice to both existing and new clients.

The role offers the opportunity to work with a diverse client base while managing an independent caseload across a broad range of private client matters.

Key Responsibilities

• Providing high-quality legal advice and guidance on private client matters including Wills, estate administration, Lasting Powers of Attorney, trusts, estate planning, tax planning, and asset protection.
• Drafting a wide range of legal documentation including Wills, trusts, and LPAs.
• Managing a varied caseload efficiently while maintaining accurate, up-to-date, and confidential case files in accordance with data protection regulations and firm procedures.
• Advising clients throughout probate and estate administration processes, including the preparation of associated documentation such as Legal Statements, HMRC forms, Deeds of Variation, assignments, asset transfer forms, and R185 forms.
• Administering trusts created during lifetime and on death, including HMRC compliance and liaison with trustees, accountants, and investment advisers.
• Supervising and supporting junior team members where appropriate.
• Participating in marketing and business development initiatives to raise the profile of the individual, the team, and the wider firm.
• Developing and maintaining a network of introducers and professional contacts.
• Ensuring compliance with file management procedures, billing requirements, and time recording processes.
• Maintaining up-to-date legal knowledge through ongoing professional development and engagement with supervision and training.

Skills and Experience Required

• Qualified Solicitor or experienced Fee Earner with strong experience in Private Client law, ideally with a minimum of 3 years PQE.
• Demonstrable expertise in Wills, probate, trusts, estate planning, tax planning, and asset protection.
• Experience advising rural or farming clients on succession planning would be advantageous.
• STEP qualification or working towards STEP accreditation would be desirable.
• Strong organisational skills with the ability to balance client demands, caseload management, and non-fee earning responsibilities.
• Proven ability to provide excellent client service and achieve positive outcomes.
• Exceptional communication and interpersonal skills, with the ability to build strong client relationships.
• Ability to work independently while also collaborating effectively within a team environment.
• Strong IT skills and confidence using case management systems.
• A proactive and enthusiastic approach to business development and networking.

This is an excellent opportunity for a motivated private client professional looking to develop their career within a supportive and collaborative environment.

For more information on this Private Client Solicitor position in Newcastle, please contact Rozie Hunter at BCL Legal.

BCL Legal is an equal opportunities employer.