Team Assistant/Probate Executive

Team Assistant/Probate Executive

Royal Tunbridge Wells Full-Time 24000 - 30000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Assist in drafting legal documents and managing probate tasks.
  • Company: Join a prestigious City firm known for wealth management excellence.
  • Benefits: Enjoy a competitive salary, generous holidays, hybrid work, and health insurance.
  • Why this job: Be part of a supportive team that values initiative and career growth.
  • Qualifications: 5+ years in Private Client and Probate, with strong problem-solving skills.
  • Other info: Confidential application process with secure handling of your details.

The predicted salary is between 24000 - 30000 £ per year.

Location: London, City of London

Salary: £28,000 - £33,000

Reference: W/29131

About the Role

We are seeking a Team Assistant/Probate Executive with previous experience in Private Client and Probate to join an established City firm renowned for its wealth management services. This role is suitable for candidates with approximately 5+ years of experience, specifically in Wills, Probate, and LPAs. Responsibilities include drafting and preparing legal documents such as Lasting Powers of Attorney, Wills, Trusts, and general correspondence. The role also involves completing personal details sections of IHT forms and preparing LPAs and Wills based on solicitor’s notes.

Candidate Requirements

The ideal candidate is ambitious, proactive, and able to use their initiative. They should possess problem-solving skills, be capable of completing tasks independently, and comfortable asking questions when faced with unfamiliar challenges.

What We Offer

Our firm provides a supportive environment to advance your career, along with a highly competitive salary, generous holiday entitlement, hybrid working arrangements, and health insurance.

Application Process

To apply, please contact Gavin Sladden, Andrew Bishop, or submit your CV as instructed below. All applications are handled confidentially. We will not approach firms without your consent, and your details will be stored securely until you request removal. Please note that references to PQE and salary levels are for guidance only.

Team Assistant/Probate Executive employer: Alford & Bishop Legal Recruitment

Join a prestigious City firm that values your expertise in Private Client and Probate, offering a supportive work culture that fosters professional growth. With competitive salaries, generous holiday entitlements, and flexible hybrid working arrangements, this role provides an excellent opportunity for ambitious individuals to thrive in a dynamic environment while making a meaningful impact in wealth management services.
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Contact Detail:

Alford & Bishop Legal Recruitment Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Team Assistant/Probate Executive

✨Tip Number 1

Make sure to highlight your experience in Private Client and Probate during any networking opportunities. Attend industry events or webinars where you can connect with professionals in the field, as personal connections can often lead to job opportunities.

✨Tip Number 2

Familiarise yourself with the latest developments in Wills, Probate, and LPAs. Being knowledgeable about current trends and changes in legislation will not only boost your confidence but also impress potential employers during informal discussions.

✨Tip Number 3

Consider reaching out to current or former employees of the firm to gain insights into their work culture and expectations. This information can help you tailor your approach and demonstrate your genuine interest in the role during conversations.

✨Tip Number 4

Prepare thoughtful questions to ask during any interviews or informal chats. This shows your enthusiasm for the role and helps you assess if the firm aligns with your career goals, making you a more attractive candidate.

We think you need these skills to ace Team Assistant/Probate Executive

Legal Document Drafting
Knowledge of Wills and Probate Law
Experience with Lasting Powers of Attorney (LPA)
Attention to Detail
Strong Communication Skills
Problem-Solving Skills
Ability to Work Independently
Time Management
Client Relationship Management
Familiarity with Inheritance Tax (IHT) Forms
Proactive Approach
Initiative
Organisational Skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your experience in Private Client and Probate, specifically mentioning your work with Wills, LPAs, and Trusts. Use keywords from the job description to demonstrate that you meet the requirements.

Craft a Compelling Cover Letter: Write a cover letter that showcases your ambition and proactive nature. Discuss specific examples of how you've used your problem-solving skills in previous roles, particularly in drafting legal documents.

Highlight Relevant Experience: In your application, emphasise your 5+ years of experience in the field. Detail your familiarity with IHT forms and your ability to work independently while also being comfortable seeking guidance when needed.

Follow Application Instructions: Ensure you submit your application as instructed in the job posting. If you're asked to contact specific individuals, do so professionally and include all necessary documents to support your application.

How to prepare for a job interview at Alford & Bishop Legal Recruitment

✨Showcase Your Experience

Make sure to highlight your 5+ years of experience in Wills, Probate, and LPAs during the interview. Be prepared to discuss specific cases or projects you've worked on that demonstrate your expertise in drafting legal documents.

✨Demonstrate Proactivity

The firm is looking for someone ambitious and proactive. Share examples of how you've taken initiative in previous roles, whether it's streamlining processes or solving problems independently.

✨Prepare for Technical Questions

Expect questions related to the specifics of probate law and the preparation of legal documents. Brush up on your knowledge of Lasting Powers of Attorney, Wills, and Trusts to confidently answer any technical queries.

✨Ask Insightful Questions

Prepare thoughtful questions to ask at the end of the interview. This shows your interest in the role and the firm. Consider asking about the team dynamics or opportunities for professional development within the company.

Team Assistant/Probate Executive
Alford & Bishop Legal Recruitment
A
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