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For Companies At a Glance
- Tasks: Manage diverse private client matters, including wills, probate, and trusts.
- Company: Respected law firm with a supportive and collaborative culture.
- Benefits: Competitive salary, full-time role, and excellent career development opportunities.
- Other info: Work closely with experienced solicitors and partners in a professional environment.
- Why this job: Join a dynamic team and make a real difference in clients' lives.
- Qualifications: Experience in private client work and strong communication skills.
A well-established law firm is seeking a Private Client Legal Executive to join its respected private client team. This is an excellent opportunity for an experienced Private Client Legal Executive to manage a varied caseload of wills, probate, estate administration, trusts and lasting powers of attorney matters. The successful Private Client Legal Executive will work closely with solicitors, partners and clients, providing high-quality support and advice across a broad range of private client work.
The firm is looking for a proactive, client-focused and detail-driven Private Client Legal Executive who can confidently manage matters from initial instruction through to completion, while delivering a professional and sensitive service to individuals and families.
The Role
- Managing a varied caseload of private client matters
- Drafting wills, codicils and letters of wishes
- Advising on and preparing lasting powers of attorney
- Supporting clients with probate and estate administration
- Assisting with trusts, inheritance tax planning and succession matters
- Preparing legal documents, correspondence and client reports
- Liaising with clients, beneficiaries, executors, trustees, HMRC and third parties
- Maintaining accurate files, case notes and compliance records
- Managing deadlines, key dates and client expectations
- Supporting business development and maintaining strong client relationships
The successful Private Client Legal Executive will ideally have:
- Previous experience within a private client department
- Experience handling wills, probate, estate administration and LPAs
- CILEX qualification, or working towards CILEX, would be advantageous
- Strong technical knowledge of private client matters
- Excellent communication and client care skills
- The ability to manage a caseload with supervision where required
- Strong attention to detail and organisational skills
- A sensitive, professional and empathetic approach
- Confidence working with clients, families and professional contacts
The Firm
This law firm offers a supportive, professional and collaborative working environment, with the opportunity to work on high-quality private client matters. The successful Private Client Legal Executive will join an experienced team that values client care, technical accuracy and long-term career development.
This role would suit a Private Client Legal Executive looking to develop their career within a reputable firm and take on a varied, client-facing caseload.
Salary & Benefits
- Competitive salary, dependent on experience
- Full-time, permanent position
- Supportive private client team
- Varied wills, probate, trusts and LPA caseload
- Excellent career development opportunity
- Professional and client-focused working environment
- Opportunity to work closely with experienced solicitors and partners
Apply
This is a fantastic opportunity for a Private Client Legal Executive looking to join a respected law firm and develop their career within a busy private client department. For more information, please apply or contact the team for a confidential discussion.
Legal Executive Private Client in City of London employer: Brandon James
Contact Detail:
Brandon James Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Legal Executive Private Client in City of London
✨Tip Number 1
Network like a pro! Reach out to your connections in the legal field, attend industry events, and join relevant online forums. 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 private client work. Familiarise yourself with their recent cases and be ready to discuss how your experience aligns with their needs. Confidence is key, so practice your responses!
✨Tip Number 3
Showcase your skills during the interview by sharing specific examples of your past work with wills, probate, and estate administration. Highlight your attention to detail and client care approach to demonstrate you're the right fit for their team.
✨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 Legal Executive Private Client in City of London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the specific skills and experiences that match the Private Client Legal Executive role. Highlight your experience with wills, probate, and estate administration to show us you’re the right fit!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about private client work and how your background makes you a great addition to our team. Keep it professional but let your personality come through!
Showcase Your Client Care Skills: Since this role is all about client interaction, make sure to mention any relevant experiences where you’ve provided exceptional client care. We want to see how you handle sensitive situations with empathy and professionalism.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It’s the best way for us to receive your application and get you in front of the right people quickly!
How to prepare for a job interview at Brandon James
✨Know Your Stuff
Make sure you brush up on your knowledge of wills, probate, and estate administration. Familiarise yourself with the latest regulations and best practices in private client law. This will not only help you answer questions confidently but also show that you're proactive and detail-driven.
✨Showcase Your Client Care Skills
During the interview, be ready to discuss how you've handled sensitive situations with clients in the past. Share specific examples where your communication and empathy made a difference. This is crucial for a role that involves working closely with individuals and families.
✨Prepare Questions
Think of insightful questions to ask about the firm’s approach to private client work and their expectations for the role. This shows your genuine interest in the position and helps you assess if the firm aligns with your career goals.
✨Demonstrate Organisational Skills
Be prepared to talk about how you manage your caseload and deadlines. You might even want to share tools or methods you use to stay organised. This will highlight your ability to handle a varied caseload effectively, which is key for this role.