Private Client Lawyer or Legal Executive - Legal Department

Overview

Private Client Lawyer - Poole Townsend
Location: Barrow-in-Furness (other Poole Townsend offices and hybrid considered)
Position: Private Client Solicitor or Legal Executive - Legal Department (full-time/part-time)
Permanent position available

About Us

Poole Townsend is a highly respected, long-established firm providing expert legal, financial, and estate agency services across the South Lakes and Furness Peninsula. With five offices and a client-focused approach, we're proud to offer a comprehensive and professional service to our community. Due to expansion, we are currently seeking a Private Client Lawyer to join our experienced and friendly legal team.

The Role

As a Private Client Lawyer, you will manage a diverse caseload of private client matters including wills, probate, LPAs, trusts, estate administration, tax, and Court of Protection work. You'll be responsible for delivering high-quality legal advice and a responsive, personal service to a loyal and growing client base.

Responsibilities

• Managing a full and varied caseload of private client matters from start to finish
• Providing clear and accurate legal advice to clients and maintaining regular communication throughout
• Preparing and advising on wills, lasting powers of attorney, trusts, tax, and estate planning
• Handling estate administration and probate including all associated Government forms and processes
• Ensuring compliance with internal procedures and relevant legal frameworks
• Maintaining accurate records using a case management system
• Actively promoting Poole Townsend's full range of services

What We're Looking For

• Qualified Solicitor or Chartered Legal Executive with a minimum of 3 years' PQE preferred in private client work
• Excellent client care, communication, and interpersonal skills
• Strong organisational skills and the ability to manage deadlines effectively
• A high level of accuracy and attention to detail
• Confident working independently while being part of a supportive team
• STEP qualification is desirable; however, support will be provided for those working towards it
• Competent IT skills, including case management and Microsoft Office

What We Offer

• Competitive salary, dependent on experience
• 25 days annual leave (plus bank holidays and discretionary Christmas leave)
• Hybrid working up to 2 days per week, where business and client needs allow
• Immediate access to an existing client base
• Medicash health cash plan, employee assistance programme, staff discounts, and more
• Friendly, supportive team culture and regular company events
• Ongoing training and professional development opportunities

How to Apply

If you're passionate about providing exceptional private client services and want to work with a forward-thinking firm, we'd love to hear from you.

Full-time hours are Monday to Thursday, 9am - 5pm & Friday 9am - 4:30pm.

Be part of a firm where your expertise helps clients feel supported, informed, and in safe hands.

As a Disability Confident Committed employer, Poole Townsend are committed to encouraging equality, diversity and inclusion among our workforce, and eliminating unlawful discrimination.