All Locations
Birmingham
Position
Private Wealth
Salary Details:
Dependant on experience
Contract Type:
Permanent
Full Time or Part Time?
Full Time

About your new role


Weightmans is a Top 45 law firm with offices throughout the UK. Having been recognised as the leading legal employer at the annual Britain's Top Employers awards and achieved several top rankings in Chambers UK 2025, we are immensely proud of the work we carry out for our clients and the culture we provide to our people.

The Department

Our Wills, Tax, Trusts and Probate team is recognised as a 'superior' team in Chambers HNW and Legal 500 with multiple rankings for the team and individuals reflecting our enviable reputation for advising clients on all their personal legal needs. We are proud to provide a personal, transparent and efficient service by a team which includes fully qualified members of STEP (The Society of Trust and Estate Practitioners) as well as members of thee Association of Lifetime Lawyers. Understanding the importance of careful estate planning to help provide for future generations, we offer lifetime and post-death planning to a diverse range of clients. The Birmingham team has been shortlisted twice for the Birmingham Legal Awards Private Client Team of the Year in 2019 and 2020 (carried over to 2021). 

Main purpose of role

You will work closely with the Partner in Birmingham and the existing team there to support our existing caseload and provide excellent client service.  Your main responsibilities will be carrying out work but there will be some opportunity to assist in business development and marketing of our services.

Main purpose of role

You will work closely with the Partner in Birmingham and the existing team there to grow the business and ensure excellent client service. You will promote the firm and its services with intermediaries and assist with developing relationships with the existing network of intermediaries and with new contacts.

Main duties and responsibilities

  • Manage own caseload of private client work, including complex probate work and basic trust administration
  • Assist other case handlers in the team and wider department with their cases as may be required
  • Advise and take instructions from clients in relation to their financial affairs
  • Travel to and attend upon clients
  • Prepare and file various correspondence, notes and documentation
  • Assist with marketing the services of the team and wider department
  • Achieve set financial and chargeable targets\KPIs
  • Ensure relevant deadlines and quality measures are adhered to
  • Comply with relevant Weightmans client policies and procedures
  • Work in accordance with Weightmans’ values

This list is not intended to be exhaustive and you will be expected to perform other duties and have other responsibilities that fall within the wider remit of the role.


About You

 
  • Qualified solicitor NQ - 3 PQE
  • Keen interest and some experience in all aspects of private client law, but particularly complex probate work and estate planning for high net worth individuals
  • An interest in completing the STEP qualification to achieve full membership
  • An interest in business development
  • Excellent IT skills
  • Excellent communication skills
  • Excellent time management and organisation skills
  • Ability to multi-task and prioritise
  • Ability to work to strict deadlines and targets
  • Ability to work as part of a team and on own initiative - this role is aimed at someone who is able to operate effectively in a close-knit team with structured supervision
  • Flexible approach

If you meet our criteria and think this is a job where you could bring enthusiasm and commitment, then we look forward to receiving your application.

Any reference to experience or PQE in our adverts or job descriptions is to be used as a guideline only. We welcome applicants from all backgrounds and with different levels of experience who can demonstrate that they fulfil the requirements of the role.

Why work for us

Come and join our award-winning organisation and team. Weightmans has been recognised as a leading employer for the 18th consecutive year at Britain’s Top Employers awards 2025, and ranking 5th in the list, the firm has also secured top positions in Chambers UK.

 Embark on this journey with Weightmans towards becoming one of the Top 30 UK Law firms.

 Why work for us? Take a look: Work for Weightmans: voted a top employer | Weightmans

 This link contains information regarding Culture, Benefits, D&I, Recruitment Agency PSL/Non PSL and Eligibility to work in the UK information.

Work for a firm where people matter – work for Weightmans

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