The successful candidate will manage a varied caseload with a high degree of autonomy, advising executors, administrators, trustees and beneficiaries throughout the estate administration process. This role would suit a confident solicitor with strong technical knowledge, excellent client care skills and the ability to take ownership of matters from initial instruction through to completion.
The Role
Manage a varied caseload of probate and estate administration matters from instruction through to completion.
Advise executors, administrators, trustees and beneficiaries on all aspects of estate administration.
Prepare and submit probate applications, inheritance tax returns and associated documentation.
Deal with both taxable and non-taxable estates.
Handle more complex estates, including intestacy, trusts and high-value estates.
Advise clients on inheritance tax and wider estate-related matters.
Draft and review Wills, Lasting Powers of Attorney and trust documentation where required.
Liaise with clients, beneficiaries, HMRC, financial institutions and other professional advisers.
Maintain clear and regular communication with clients throughout the administration process.
Ensure all matters are managed in accordance with regulatory and professional requirements.
Contribute to business development and develop relationships with professional referrers.
Support and mentor junior members of the team where appropriate.
Play an active role in the continued growth and development of the Private Client department.
About You
Qualified Solicitor in England and Wales.
5+ years' PQE with strong experience in Probate and Estate Administration.
Proven ability to manage a caseload independently with minimal supervision.
Strong technical knowledge of probate, estate administration, inheritance tax and trusts.
Experience handling complex and high-value estates.
Excellent client care and relationship management skills.
Strong drafting, analytical and problem-solving abilities.
Excellent organisation and time management skills.
High attention to detail and the ability to manage competing priorities.
Commercially aware with a strong commitment to client service.
Professional, approachable and empathetic manner.
Confident working independently while contributing positively to a wider team.
Desirable
STEP qualification or working towards STEP.
Experience acting for high-net-worth clients.
Existing relationships with professional referrers would be advantageous.
Experience supporting or mentoring junior lawyers or paralegals.
What's on Offer
£55,000 - £65,000 salary, depending on experience.
Full-time, permanent position.
Initially office-based, with scope to explore hybrid working.
Career progression within a growing Private Client team.
Support for professional development and further qualifications.
Collaborative and supportive working environment.
Opportunity to take genuine ownership of a varied and interesting caseload
Salary description
£55000.00 - £65000.00 per year