Private Client Case Handler

Private Client Case
Handler

South Shields or
Gosforth | Up to £50,000 | Hybrid opportunities available | Permanent

We’re looking for an
experienced and client -focused Private Client Case Handler to join the
growing legal team at Sort Group.

This is an excellent
opportunity for a skilled Private Client professional to manage their own
caseload of matters while delivering exceptional service to clients during some
of life’s most important decisions. You'll work with a variety of Private Client
matters, providing expert guidance and support while ensuring compliance with
all regulatory and legal requirements.

Whether you are an
experienced Case Handler, Fee Earner, Paralegal, Legal Executive, or qualified
Solicitor specialising in Private Client work, this role offers the opportunity
to join a supportive and ambitious organisation with genuine opportunities for
progression.

What you’ll be
doing:

• Managing a varied caseload of Private
  Client matters from instruction through to conclusion
  
• Preparing and advising on Wills, Lasting
  Powers of Attorney, and estate administration matters
  
• Assisting clients with Probate and the
  administration of estates
  
• Liaising with clients, beneficiaries,
  financial institutions, and third parties
  
• Drafting legal documents, correspondence,
  and client reports
  
• Ensuring matters are progressed
  efficiently and in accordance with agreed service standards
  
• Maintaining accurate records and updating
  the Case Management System
  
• Delivering excellent levels of client care
  and communication throughout each matter
  
• Ensuring compliance with all regulatory,
  AML, GDPR, and internal procedural requirements
  
• Supporting colleagues and contributing
  positively to the wider Private Client team
  

Requirements

What we’re looking
for:

• Previous experience handling Private
  Client matters, including Wills, Probate, and Lasting Powers of Attorney
  
• Ability to manage a caseload with an
  appropriate level of supervision
  
• Excellent client care and
  relationship -building skills
  
• Strong organisational skills and attention
  to detail
  
• Ability to prioritise workload and manage
  competing deadlines effectively
  
• Excellent written and verbal communication
  skills
  
• Good IT skills, including experience using
  Case Management Systems
  
• Strong understanding of compliance,
  confidentiality, AML regulations, and data protection requirements
  
• A professional, empathetic, and
  approachable manner
  
• A desire to continue developing within a
  Private Client environment
  

Qualifications such as
CILEX, STEP, Solicitor qualification, or equivalent experience would be
advantageous, although applications are welcomed from experienced Private
Client professionals at a variety of levels.

Benefits

Where you’ll be:

This role can be based
from any of our offices in South Shields or Gosforth, working as part of
a collaborative legal team within a growing and innovative legal services
group.

Hybrid working
opportunities may be available depending on experience and business
requirements.

Salary:

Up to £50,000, depending on experience

• Ongoing training, development, and
  progression opportunities
  

About Sort Group:

Sort Group is a group of forward -thinking businesses
operating across legal, financial, and property services. We are committed to
delivering outstanding client service while investing in our people,
technology, and continued growth. Our legal teams play a vital role in
supporting clients through important life events with professionalism,
expertise, and care.

If you're an
experienced Private Client professional looking to join a supportive and
ambitious organisation where your expertise will be valued and your career can
continue to grow, we'd love to hear from you.

Apply now.