Are you looking to join a highly regarded firm offering a competitive salary, private medical insurance, pension, discretionary bonus, 25 days’ holiday, wellbeing support, and more? This is an excellent opportunity to join a supportive Probate team handling a full and varied estate administration caseload, with the potential pathway to qualification as a Chartered Legal Executive where relevant.
About the Firm:
• Highly regarded law firm with a strong reputation for private client work
• Supportive and collaborative culture with excellent technical supervision
• Strong commitment to client care and professional development
• Opportunity to work on high-quality estate administration matters
Private Client Fee Earner — Position Overview:
You will manage a varied caseload of probate matters from initial instruction through to final estate distribution, with minimal supervision, while also supporting senior members of the Probate team and Partners on more complex estate administration matters.
Key Responsibilities of the Private Client Fee Earner:
• Managing a full caseload of estate administration matters
• Collecting in estate assets and identifying liabilities
• Liaising with banks, accountants, valuers and financial institutions to obtain date of death valuations
• Preparing applications for grants of probate and letters of administration
• Liaising with the Probate Registry and handling administration formalities
• Preparing estate accounts and managing distributions to beneficiaries and legatees
• Dealing with estate tax reporting and compliance matters, including liaison with HMRC
• Providing clear and practical advice to clients and executors throughout the administration process
• Overseeing onboarding, file opening, compliance, file closing and archiving
• Maintaining accurate electronic files, drafting correspondence and handling enquiries
Requirements of the Private Client Fee Earner:
• CILEX qualification, STEP qualification, or equivalent experience preferred but not essential
• Relevant private client experience within a law firm or similar practice
• Good academic background including 3 A-levels (minimum BBB) and GCSE Maths and English at grade A*–C / 9–4 or equivalent
• Strong administrative and organisational skills
• Good working knowledge of Microsoft Office including Excel and Word
• Excellent written and spoken English
• Strong numeracy, accuracy and attention to detail
• Confident IT user
• Ability to work independently and as part of a team
• Discreet and professional when handling confidential information
• Good telephone manner and client care skills
• Positive attitude, flexibility and willingness to learn
The Benefits for the Private Client Fee Earner role:
• Competitive salary
• 25 days’ holiday
• BUPA Medical Insurance
• Pension scheme
• Discretionary bonus scheme
• Life assurance
• Wellbeing programme
• Cycle to Work scheme
• And more
If you are a probate professional looking to join a supportive and well-regarded team, apply today.
Alternatively, contact Shabir at Law Staff Limited quoting reference BH-37721
PLEASE CHECK YOUR EMAIL (INCLUDING SPAM FOLDER) FOR CONFIRMATION THAT YOUR APPLICATION HAS BEEN RECEIVED.
In accordance with The Conduct of Employment Agencies and Employment Businesses Regulations 2003.