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- Tasks: Join our Succession & Tax team to prepare Wills and manage estate planning.
- Company: Established law firm in Oxford, ranked Tier 2 in the Legal 500.
- Benefits: Hybrid working, competitive salary, and opportunities for professional growth.
- Why this job: Take on accountability in a supportive environment while making a real impact.
- Qualifications: Experience in wills and probate, strong communication skills, and team leadership.
- Other info: Flexible office attendance with a focus on client care and collaboration.
The predicted salary is between 36000 - 60000 £ per year.
We’re looking for an experienced Private Client Solicitor to join our established Succession & Tax team in Oxford (ranked Tier 2 in the Legal 500), which serves the wider Thames Valley region. The role will ideally suit an ambitious and highly technical Associate or Senior Associate, looking for that opportunity to take on more accountability for their work with support. The successful candidate will be able to demonstrate broad experience, with a thorough understanding of lifetime planning (Advisory) and estate administration.
You will typically be involved in the following:
• Preparation of Wills and Lasting Powers of Attorney
• Estate planning (including lifetime and post-death planning), to cover advice on Inheritance Tax, Capital Gains Tax* and Income Tax* and the creation of lifetime trusts
• Obtaining Grants of Probate or Letters of Administration and administering estate, including foreign domicile, re-sealing of grants and intestate estates
• Preparing deeds of variation, deeds of gifts and deeds of family arrangement
• Providing trust advice particularly around setting up, management and administration with reference to the firm\’s dedicated Trust Administration team (as required)*
We have a dedicated Trust and Tax Team who deal with the administration and compliance aspects of trust administration within the firm. The successful candidate will be able to provide advice in relation to the creation of trusts with the administration being dealt with by our Trust and Tax Team.
We support hybrid working, typically with 2-3 days flexible office attendance, according to business need.
Skills / Experience Required
• Sound and solid background in wills and probate with experience of running independent caseloads
• Strong technical competence and intellectual ability (STEP qualification preferred or committed to obtaining it, where appropriate)
• Confident and personable approach, with excellent communication skills (verbal and written)
• A proven ability to work effectively as part of a team, providing a role model for others to follow, to supervise others and to delegate effectively depending upon your particular role in the team
• An understanding and appreciation of the value of high levels of client care
• Demonstrable experience of managing relationships with colleagues (including those in other legal disciplines) and third party introducers of work
• Flexible outlook with an ability to prioritise and work under pressure
• IT literate (you will receive training on our Practice Management System, Peppermint and Document Management System, iManage)
Senior Associate - Private Client employer: Blake Morgan LLP
Contact Detail:
Blake Morgan LLP Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Associate - Private Client
✨Tip Number 1
Network like a pro! Attend industry events, join relevant groups on LinkedIn, and connect with professionals in the Private Client sector. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the firm and its culture. Understand their approach to estate planning and client care. This will help you tailor your answers and show that you're genuinely interested in joining their team.
✨Tip Number 3
Practice your pitch! Be ready to discuss your experience with wills, probate, and trust administration. Highlight specific cases where you've made a difference, as this will demonstrate your technical competence and client care skills.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Senior Associate - Private Client
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your background in wills and probate, and any relevant qualifications like STEP. We want to see how you fit into our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the Senior Associate role. Share specific examples of your experience in estate planning and client care that align with what we’re looking for.
Showcase Your Communication Skills: Since excellent communication is key for this role, make sure your written application is clear and professional. We love a personable approach, so let your personality come through while keeping it professional!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Blake Morgan LLP
✨Know Your Stuff
Make sure you brush up on your knowledge of wills, probate, and estate planning. Be ready to discuss specific cases you've handled and the technical aspects involved, especially around Inheritance Tax and Capital Gains Tax. This will show that you’re not just familiar with the theory but have practical experience too.
✨Showcase Your Communication Skills
Since this role requires excellent communication, practice articulating complex legal concepts in a clear and concise manner. Think about how you can demonstrate your ability to explain things to clients who may not have a legal background. A confident and personable approach will go a long way!
✨Team Player Vibes
Be prepared to talk about your experience working in teams and how you’ve supported or supervised others. Highlight any instances where you’ve successfully delegated tasks or collaborated with colleagues from different legal disciplines. This shows you understand the importance of teamwork in delivering high-quality client care.
✨Flexibility is Key
With hybrid working being part of the role, it’s important to convey your flexibility and ability to prioritise tasks under pressure. Share examples of how you’ve managed your workload effectively in the past, especially in fast-paced environments. This will reassure them that you can adapt to their working style.
