Sophia at Avocet Legal Careers has a fantastic opportunity for a Private Client Solicitor or Chartered Legal Executive to join a highly regarded Wealth Management team in Exeter.
This full-time, permanent position offers the chance to advise on complex succession planning and estate administration matters for high-net-worth individuals, business owners, and farming families.
About The Client
Our client’s Wealth Management team is recognised for its specialist expertise in succession planning, tax, trusts, and estate administration. With a strong reputation across the South West and beyond, they advise a diverse range of clients including business owners, farmers, and high-net-worth individuals. Their lawyers are supported by dedicated paralegal and administrative staff, ensuring a balanced workload and allowing you to focus on high-quality client work.
About The Role
As part of the Tax, Trusts, and Succession sub-team within Wealth Management, you will advise clients on succession planning, inheritance tax, trust creation, and estate administration. Working closely with the team leader, partners, and support staff, you will be responsible for progressing your own files while contributing to the wider growth of the team.
This role will suit a detail-orientated lawyer with experience in private client matters who is seeking to develop their technical expertise and build lasting client relationships. You’ll work in a supportive environment with excellent scope for career progression and professional development.
Private Client Lawyer Responsibilities
- Advise clients on succession planning, inheritance tax, estate administration, and trust creation.
- Draft Wills, trust deeds, and related documentation.
- Manage a varied caseload of high-value or complex estates.
- Work closely with partners, reporting on files while delegating tasks to paralegals and administrative assistants.
- Provide pragmatic and effective solutions tailored to clients’ needs.
- Maintain excellent standards of client care and communication.
- Contribute to the growth and development of the Wealth Management team.
Private Client Lawyer Requirements
- Qualified Solicitor or Chartered Legal Executive (PQE flexible).
- Experience advising on succession planning, inheritance tax, trusts, and estate administration.
- STEP qualification (achieved or working towards) is highly desirable.
- Commercial approach with an understanding of financial targets.
- Excellent communication and interpersonal skills.
- Strong technical ability with a commitment to ongoing professional development.
- Ability to work both collaboratively within the team and independently when required.
Benefits
- Competitive salary (dependent on experience).
- 25 days holiday plus bank holidays, with the option to buy or sell up to five days.
- Flexible working options.
- Two days paid volunteering leave per year.
- Reduced costs for the firm’s legal services.
- Enhanced maternity and paternity leave policies.
- Comprehensive pension and medical care plans, including eyecare vouchers.
- Plus much more!
The Ideal Candidate
You are a technically skilled and motivated lawyer with a genuine interest in succession planning and private client work. With some experience in inheritance tax, trusts, and estate administration, you are ready to develop your expertise further and play a key role in advising high-net-worth individuals and business clients. Ambitious, client-focused, and collaborative, you thrive in a busy team environment and are looking for a role that offers progression, variety, and the chance to work on complex matters with excellent support.
If you’re ready to join a respected Wealth Management team in Exeter and develop your career in private client law, contact Sophia at Avocet Legal Careers.
📱 01392 642518
📨 sophia@avocetlegal.co.uk