Private Client Locum Solicitor – Monmouthshire

Start: ASAP

Duration: 3–6 months

Location: Monmouthshire office (minimum 2 days per week in the office, ideally 3)

Working pattern: Full‑time or part‑time considered

Hourly rate: Competitive

Parking: On‑site parking available

Role description

My client is seeking an experienced Private Client Locum Solicitor to join their Monmouthshire office on a temporary basis. The successful candidate will handle a full range of private client matters and must be able to work independently with minimal supervision. A STEP qualification is preferred but not essential. We will also consider highly experienced Legal Executives.

Experience required

• Qualified Solicitor (preferred) or highly experienced Legal Executive
• STEP qualification desirable
• Strong background in private client work, including probate and trusts
• Ability to manage files autonomously and hit the ground running
• Confident working with clients, executors, beneficiaries and third parties
• Strong technical knowledge of wills, estate administration and tax considerations
• Ability to attend the office 2–3 days per week
• Excellent communication, organisation and file‑management skills

Typical duties

• Managing a caseload of private client matters from instruction to completion
• Advising on and drafting wills, including complex and bespoke wills
• Preparing and registering Lasting Powers of Attorney
• Handling probate applications, including Grants of Probate and Letters of Administration
• Administering estates, including collecting assets, paying liabilities and preparing estate accounts
• Advising on inheritance tax, reliefs and exemptions
• Drafting and advising on trusts, including creation, administration and termination
• Preparing deeds of variation and other associated documents
• Liaising with executors, trustees, beneficiaries, financial advisers and HMRC
• Conducting client meetings in person and remotely
• Ensuring compliance with regulatory and firm procedures
• Maintaining accurate file notes and up‑to‑date case management records
• Providing clear, empathetic and professional client care throughout

If you are interested and available please apply ASAP or email your CV to shannonhewes@chadwicknott.co.uk