Senior Private Client Lawyer (2692)

Ref: 2692

Senior Private Client Lawyer

Ref: 10538

Exeter, Torquay or Barnstaple

About the firm

We’re excited to support the growth of a highly regarded and dynamic regional firm who is seeking a Senior Private Client Lawyer in the Estate Administration team. With a strong local and regional profile and an impressive client base, the firm has experienced exceptional growth over the past few years and is now one of the largest practices in the Devon and Somerset area. With offices in South Devon, North Devon and Exeter, the firm prides itself on collaboration and a ‘low hierarchy’ environment where individuals are encouraged to progress at their own pace. This opportunity perfectly suits a motivated and experienced senior lawyer to take on a key role within a forward-looking and collegiate firm.

About the role

Based from the Exeter, Torquay or Barnstaple office, you will be joining the Estate Administration team, handling a large and varied caseload of estates work, from simple through to complex matters including APR (agricultural) and BPR (business) property claims. You will be working closely with your clients to understand their individual requirements and priorities, and be active in generating cross-referral opportunities for other teams. This could include identifying inheritance tax saving opportunities to add value to the Estate/Beneficiaries and creating work for the Wills, Trusts and Estate Planning team. Your positive approach to networking with active and potential referrers to continually open up new business development opportunities will be important in terms of work generation, and wider role modelling for less experienced team members.

About you

As an enthusiastic and experienced Private Client Lawyer, you are comfortable with all aspects of Estate Administration and are keen to support less experienced team members as they continue to develop their skills and knowledge. You have a good track record of meeting realistic time recording and billing targets and have a positive approach to maintaining high levels of organisation in your day-to-day work.

You take pride in delivering exceptional client service and encourage your colleagues to do the same.  You will already be working with high levels of independence on more complex matters, whilst knowing how to access support when you need it and are likely to be STEP qualified or in the process of gaining this. Your proven expertise in Estate Administration means you are confident in the quality of the technical advice you provide to colleagues and directly to clients, being able to consider and provide insightful and appropriate advice in each situation.

Being resilient to work under pressure by organising yourself effectively, you will be able to meet deadlines as needed. You will possess proven rapport-building skills and above all else, consider yourself to be an approachable, friendly and collegiate person. Our client has a happy team with a really welcoming dynamic, so you will be a positive and enthusiastic person who knows how to work hard and enjoy it at the same time!

You have a positive outlook on business development activities, appreciating that it is an important part of a senior lawyer’s role. Ideally, you will already possess an established referrer network and good connections in the region.

Benefits include:

  • 6 weeks holiday + birthday day off
  • 1 additional day after 2 years’ service, and 1 further day after 5 years’ service      
  • Profit-related bonus - eligible after 3 months
  • Auto-enrolment pension              
  • Life Assurance (death in service)              
  • Cash Health Plan             
  • Legal Fees (up to £1000 per year)
  • Company Sick Pay Scheme          
  • Working from home policy          
  • Cycle to work scheme    
  • Salary Sacrifice car scheme         
  • 2 weeks unpaid sabbatical leave every 3 years, after 5 years’ service
  • Gym (South Devon Office)

If you are curious to know more about this opportunity, without commitment and in confidence, please contact Charlotte Ferguson, Recruitment Manager at