AFH Wealth Management
Private Client Solicitor
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Private Client Solicitor
Private Client Solicitor – Stevenage
About the Role
An exciting opportunity to join Adviser Legal, a growing law firm specialising in Private Client matters, with a focus on probate, estate administration, wills drafting, and Lasting Powers of Attorney (LPA) applications.
As our Private Client Solicitor, you’ll play a crucial role in delivering high-quality legal services while supporting clients through some of their most significant life events.
Key Responsibilities
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Client Onboarding & Compliance
- Ensure new clients meet regulatory requirements
- Maintain thorough documentation in compliance with legislation
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Case & Data Management
- Input and securely manage client records into the case management system
- Track case progress and deadlines efficiently
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Legal & Billing Tasks
- Draft probate applications (Grants of Probate)
- Prepare watertight legal statements and documentation
- Complete inheritance tax (IHT) returns where necessary
- Liaise with HMRC and the Probate Registry for submissions and follow-ups
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Client & Stakeholder Communication
- Provide expert guidance on probate administration, wills, and LPAs
- Update clients proactively on case developments and next steps
- Resolve queries professionally and compassionately
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Financial & Administrative Duties
- Review and finalise accurate time records and billing statements
- Ensure all files are billed timely and correctly
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Professional Development & Compliance
- Maintain current knowledge of Private Client law, including updates to UK legislation
- Work collaboratively with colleagues to deliver seamless client service
Person Specification
Essential
- Strong foundation knowledge in wills and probate (candidate experience preferred but not mandatory)
- Understanding of the probate process from start to finish
- Ability to work independently with minimal supervision
- Exceptional client care and communication skills
- Excellent time management and prioritisation for high-volume workloads
- Belief in attention to detail—accuracy is critical in probate work
- Free-thinking and client-focused approach
Desirable
- Experience with a case management system (e.g., GPSole, Modern Families, or similar)
- Familiarity with integrating IHT resources within client portfolios
- Ability to build positive rapport with vulnerable clients
- Collaborative mindset to support teamwork effectively
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Benefits & Perks
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Flexible Working & Holidays
- Enjoy a work-life balance with 28 days paid leave plus bank holidays
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Pension Scheme
- Contributory pension through Royal London, including death-in-service benefit
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Health & Wellbeing
- MediCash app access for cashback on health and wellbeing initiatives
- Discounts on top-tier health clubs and preventive healthcare benefits
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Career Development
- Personalised learning & development programme tailored to individual goals
- Supportive team environment for advancement within the firm
How to Apply
For more details on this opportunity, email our People Resourcing Team at: recruitment@afhgroup.com
We welcome applications from individuals passionate about Private Client law—join a team where everyone’s potential is nurtured.
"Through excellent people performance we deliver exceptional client outcomes." 🚀
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