Job Description
Salary: Competitive
An opportunity is available for an experienced private client professional to join a busy legal team. You’ll manage a varied caseload and support clients with sensitive matters, providing clear, thoughtful advice and a high standard of client care.
About the role
You’ll work across private client matters including wills, trusts and estate administration. The role requires hands-on experience with both probate and intestacy, applications for grants of representation, inheritance tax returns, wills, lasting powers of attorney and Court of Protection deputyship cases.
As a client-facing professional, you’ll need to communicate confidently and handle sensitive information with discretion. You’ll also work proactively and professionally with colleagues and external contacts.
Key responsibilities
Advise clients on wills, trusts, estate planning and estate administration.
Manage estate matters involving probate and intestacy, including applications for grants of representation and related inheritance tax returns.
Draft wills, lasting powers of attorney for property and financial affairs and health and welfare, and other relevant legal documents.
Handle Court of Protection deputyship cases.
Draft and review legal documents, ensuring accuracy and compliance with relevant legislation.
Manage a varied caseload efficiently while maintaining high standards of client care.
Liaise with financial institutions, tax authorities, other solicitors and relevant third parties.
Negotiate on behalf of clients and advocate effectively for their interests.
Keep up to date with changes in legislation and good practice affecting private client work.
Explain relevant tax considerations and estate-planning options to clients.About you
You’ll bring:
Relevant experience in private client law, including the matters outlined above.
Strong written and verbal communication skills.
Excellent organisation and attention to detail, with the ability to manage several matters at once.
Sound knowledge of relevant legislation and best practice.
Confidence handling sensitive client conversations with empathy and discretion.
Strong negotiation skills and a proactive, thoughtful approach to problem-solving.If you’re committed to providing high-quality legal support and building trusted client relationships, we’d welcome your application.
INDPRO
