Private Client Solicitor

About the role 

As part of the Private Law team, you will advise on a wide range of complex matters, including wills and succession, inheritance tax, trusts, and probate. You will also work closely with our Wealth Management team to support mutual clients. 

You will manage a varied caseload, meeting with clients to understand their needs, progressing matters efficiently, drafting tailored documentation, and liaising with other stakeholders. You will ensure accurate case management and full compliance with SRA and Firm standards, while building strong client relationships and contributing to the team's professional growth. 

This role is ideal for a qualified Solicitor or Chartered Legal Executive.

This role is on a hybrid basis and can be based out of our Leeds, Nottingham, or Worthing office. 

Key responsibilities

• Arrange and conduct meetings with new and existing clients to establish the necessary advice and services, based on the client’s needs.


• Arranging and attending further client meetings where necessary to progress with the case and finalise documentation.


• Taking and acting upon client instructions.


• Instructing barristers or specialist advocates to appear in court for the client in complex disputes.


•  Corresponding with clients and opposing solicitors where necessary.
  


• Advising clients on the law and legal issues relating to their cases.


• Drafting of documents, letters and contracts tailored to the client’s individual needs.


• Research and analyse documents and case law to ensure the accuracy of advice and


• Delivery of agreed billing and other targets in accordance with departmental and personal financial controls/budgets.


• Support the development and reputation of the Firm through external involvement in professional organisations and internal contribution at departmental and practice levels.


• Keeping up to date on legislative, regulatory, and client-related developments, changes, and trends.


• Adherence to the standards as set by the SRA and to all the Firm’s Policies and Procedures.


• Support the training and development of Trainee Solicitors and Paralegals
  
  

What success looks like 

• The consistent delivery of high-quality, value-adding and compliant legal advice.


• Effective relationships with clients that are built on trust and clear communication, in collaboration with internal stakeholders.
  


• Effective and timely management of multiple cases, ensuring accuracy in records and billing, with deadlines consistently met.

Our ideal person 

• Qualified Solicitor or Chartered Legal Executive.


• Considerable PQE experience (minimum 1-3 years PQE).
  


• Consistently deliver high-quality legal services through appropriate monitoring and management of own personal training and development.


• Ability to build and maintain excellent stakeholder relationships within all aspects of the business.


• Ability to always exercise discretion and professionalism.


• Work diligently and in good faith within the general working practices required of a qualified solicitor.


• Ability to work as part of a team, whilst being able to work efficiently on own initiative.

We reserve the right to close this vacancy early if we receive sufficient applications. Therefore, if you are interested, please submit your application as early as possible. 

Benefits 

• 30 days holiday plus public holidays 

• Wellbeing day 

• Birthday holiday 

• Volunteering day 

• Private medical insurance, 24/7 digital GP and health advice 

• Employee assistance programme providing support for your mental and physical health 

• Group pension scheme 

• Life assurance scheme 

• Eyecare vouchers 

• Family leave 

• Referral scheme 

About Progeny 

We create, enhance, and preserve wealth.  
 
We are the first and only firm in the UK to bring together independent financial planning, asset management, tax, HR, and private and corporate legal services. 
 
We are forward-thinking and tech-driven, using technology to eliminate paperwork, improve communications, and enrich the relationship between client and adviser.  
 
At Progeny, we believe that we all have the power to make good things happen. We want to use our success as a catalyst for making real change. We created the Progeny Foundation to support local charities, including Zarach, and we have recently achieved the globally recognised B-Corp certification.  
 
We are the proud winners of the Yorkshire Financial Awards 2024 Best Employer award for the third year running.