Private Client Solicitor / Experienced Legal Executive in Ulverston
Posted by Recruitment Services UK
Pay not stated
Ulverston · Permanent
Private Client Solicitor / Experienced Legal Executive at Poole Townsend
Location: Ulverston or Barrow-in-Furness and initially 1 day WFH (if based in Ulverston, 1 day per week would be required in our Barrow-in-Furness office)
Hours: Full-time (Part-time considered)
Contract: Permanent
About Us
Poole Townsend is a long‑established, highly regarded firm delivering legal, financial and property services across Cumbria. Our Private Client team continues to grow, and due to departmental expansion, we are now looking to recruit an additional Private Client Lawyer.
As an Employee Ownership Trust (EOT), Poole Townsend is owned for the benefit of its employees — creating a positive, inclusive culture where everyone shares in success and has a voice in the future of the firm.
The Role
You will manage a varied caseload of private client matters, delivering high‑quality, personal legal advice to an established and growing client base. Work will include:
- Wills and estate planning
- Probate and estate administration
- LPAs, trusts, tax and Court of Protection matters
- Liaising with internal Financial Services colleagues where appropriate
Key Responsibilities
- Managing files from instruction to completion
- Providing clear, accurate and empathetic legal advice
- Maintaining compliance with internal and external requirements
- Actively promoting Poole Townsend’s full range of services
- Using case‑management systems effectively
What We’re Looking For
- Qualified Solicitor or experienced Chartered Legal Executive
- At least 2-5 years’ experience in private client work
- Excellent client care and communication skills
- Ability to manage workload independently while working collaboratively
- STEP qualification desirable (or support provided to work towards it)
What We Offer
- Competitive salary dependent on experience
- Immediate access to an existing client base
- 25 days annual leave plus bank holidays and discretionary Christmas leave
- Hybrid working (eventually up to 2 days per week, subject to business needs)
- Medicash health cash plan, EAP and staff benefits
- Ongoing training and professional development
How To Apply
If you are passionate about private client work and want to be part of a growing team where people genuinely matter, we’d love to hear from you.
Closing date for applications is 9am Friday 11th December 2026.
Join Poole Townsend and take the first step in your career with a team that values professional excellence, integrity and outstanding customer care.
Poole Townsend is a Disability Confident Employer. We welcome applications from people with disabilities and are committed to providing an inclusive, supportive workplace.
We reserve the right to close this vacancy early if we receive sufficient applications for the role. Therefore, if you are interested, please submit your application as early as possible.
Application opens at the source listing. Free for jobseekers.