Private Client Team Leader

• Lead an established Private Client team within a growing department
• Manage a varied caseload of wills, trusts, probate and estate planning matters
• Hybrid working, ongoing professional development and merit-based career progression

Are you an experienced Private Client Solicitor ready to take on a leadership role while continuing to handle high-quality client work?

This established Merseyside law firm is looking for a Private Client Team Leader to join its Southport office, ideally with 5+ years’ PQE and a strong background in wills, trusts and probate.

You’ll manage your own varied caseload, covering wills, probate, estate administration, tax planning, trusts and powers of attorney, while helping to support the existing team as the department continues to grow.

Alongside your fee-earning responsibilities, you’ll play an important role in maintaining high standards of client care, supporting colleagues and developing relationships with clients and professional contacts. You’ll have the opportunity to contribute to the team’s ongoing development, with support available from the wider firm.

The firm offers a collaborative environment, a strong commitment to professional development and a structured, merit-based progression framework.

Who we’re looking for

• Qualified Private Client Solicitor with substantial experience, ideally 5+ years’ PQE (E)
• Strong experience handling wills, trusts and probate matters (E)
• Ability to manage a full caseload independently (E)
• Experience working towards financial and chargeable-hour targets (E)
• Excellent technical knowledge and attention to detail (E)
• Strong organisational and time management skills (E)
• Confident, empathetic and professional client manner (E)
• Strong IT and case management skills (E)
• Commitment to compliance and excellent client care (E)
• Collaborative, proactive approach and sound judgement (E)
• Previous supervision or team leadership experience (D)
• Experience networking and developing new business (D)

What you’ll be doing

• Managing a varied Private Client caseload
• Drafting wills and advising on trusts
• Handling probate and estate administration
• Advising on tax and estate planning
• Preparing powers of attorney
• Supporting colleagues within the team
• Helping maintain high service standards
• Building client and professional relationships
• Networking to generate new instructions
• Overseeing effective file and risk management
• Supporting the department’s continued growth

Salary & Benefits

• Competitive salary, depending on experience
• Hybrid and home-working options
• 25 days’ holiday plus bank holidays
• Referral bonus
• Free Health Cash Plan
• Pension scheme
• Death in service benefit
• Employee Assistance Programme
• Unlimited access to training academy courses
• Structured, merit-based career progression
• Opportunity to take on team leadership responsibilities
• Support from an established wider department

This is an excellent opportunity for a Private Client lawyer who enjoys combining hands-on fee earning with supporting others and wants to make a meaningful contribution to a growing team.

With an established caseload, leadership responsibilities and a clear progression framework, you’ll have the opportunity to develop your career while helping shape the future of the Southport team.

Contact Kelly Reid
📩 kelly.reid@realmrecruit.com
📞 03300 245 606

While this advert sets out the criteria applicable to each salary band, the salary guidance given is purely indicative. The precise salary offered within that band will ultimately be determined by the hirer, taking into account the individual candidate’s experience, qualifications and overall suitability for the role.