Private Client team Solicitor/ legal executive

Private Client team Solicitor/ legal executive

• Job Location: Liverpool, Merseyside
• Job Type: Permanent
• Posted on: 27th Jun 2025
• Job Reference: JN -1_

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)

About Us

We are dedicated to fostering a diverse and inclusive community. In line with our Diversity and Inclusion policy, we welcome applications from all qualified individuals, regardless of age, gender, ethnicity, sexual orientation, or disability. As a Disability Confident Employer, and part of the Nicholas Associates Group, we are committed to supporting candidates with disabilities, and we're happy to discuss flexible working options.

We are committed to protecting the privacy of all our candidates and clients. If you choose to apply, your information will be processed in accordance with the Nicholas Associates Group of companies Privacy Notice.

For more information on this vacancy please contact uson .