01 Aug, 2019

Private client lawyer

  • Barcan+Kirby
  • Bristol
Full time Lawyer

Job Description

Barcan+Kirby are seeking an experienced lawyer to join their Private Client team based in either Thornbury or Horfield.

The role will cover probate, trust, and elderly client work including estate administration, Wills, tax planning and Lasting Powers of Attorney.

There is the opportunity to fast track into a leadership/partnership posting for the right candidate.

Job description

Key responsibilities

  • All aspects of private client work including probate, estate administration, Wills, tax planning LPAs and trusts
  • Providing technical advice and support for the team
  • Keep up to date with any changes in the law
  • Update training for all fee earners
  • Training of junior staff in conjunction with the Head of Department and the Team Leader
  • Conduct of matters on behalf of clients in an appropriate and efficient manner
  • Take and record clear instructions
  • Give expert advice tailored to each clients’ needs
  • Management and supervision of support services including departmental secretaries and paralegals
  • Participation in marketing activities whether on a firm-wide, departmental or office basis
  • Financial control with particular regard to cash flow control through accurate time-recording, collection of monies on account and billing procedures
  • Comply with CPD requirements and identify specific training needs
  • Ensure compliance with SAR, SRA Code of Conduct and Lexcel rules and requirements for all matters for which you have conduct and promptly advise the Head of Department of any matter of concern
  • Share knowledge and ideas with your colleagues in the department and firm-wide, as appropriate
  • Any other reasonable duties as directed by your manager

Person specification

Knowledge and experience


  • A 5-year PQE qualified solicitor or FCILEx with experience and an interest in Wills and estate administration, and LPAs
  • Experience with elderly and vulnerable clients
  • Excellent organisational skills
  • Excellent drafting skills
  • IT literate and confident using and adapting to new systems and processes


  • Experience in trust work and/or elderly client issues
  • Experience in managing a team
  • Extensive knowledge in tax



  • Qualified solicitor or FCILEx


  • Prepared to study towards STEP qualifications
  • STEP and/or SFE is desirable, or a willingness to work to obtain

Skills and competencies

Team orientation

  • Ability to motivate oneself and to set and exceed targets
  • Embraces change and has the ability to respond to external influences and a changing business environment
  • Ability to adapt to continually changing parameters
  • Enjoys working as part of a team, helps and supports others
  • Takes personal pride in their work and is committed to producing work of highest quality, shows initiative in improving results
  • Ability to negotiate and has experience of being able to change other people’s views
  • Ability to convey information accurately verbally and in writing and make self understood
  • Can communicate effectively with people at all levels

People management

  • Takes a long-term view, sets goals for the future, taking a strategic perspective
  • Consults widely, involves others in decision making
  • Encourages new ideas and members opinions
  • Ability to organise own work within deadlines and to agreed standards
  • Ability to balance tasks, structure own workload to make best use of time and resources, delivers to deadline

Customer focus

  • Takes ownership of any problems and maintains contact with client until they are resolved
  • Responds promptly within agreed service level standards
  • Develops strong client relationships
  • Results orientation
  • Focuses on achieving the task and working to individual and team goals
  • Ability to work calmly and maintain a disciplined approach to the task under the pressure of deadlines and/or changing objectives

Problem solving

  • Generates new ideas, enjoys being creative, thinks of original solutions
  • Focuses on detail, is methodical, organised and systematic
  • Ability to view problems and solutions from clients’ and other perspectives, applies experience gained in different circumstances and areas of work to assist with decision making
  • Ability to use own initiative in making sound decisions

Location and salary

  • Based at our Thornbury or Horfield office
  • This is a full-time position (office hours are 9am to 5:15pm, including a 1hr unpaid lunch break), however part-time hours will be considered
  • Salary DOE

Competitive Salary



Private Client  

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