An exciting opportunity has arisen for an experienced Associate Solicitor with 5+ years' PQE to join a growing Private Client team, specialising in Probate and Estate Administration.
If you want to know about the requirements for this role, read on for all the relevant information.
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. xgikmsk
Professional, approachable and empathetic manner.
Confident worki...
Associate Solicitor Probate 5+ Years PQE in London employer: Brandon James
Join a well-established independent consultancy in Birmingham, where you will enjoy a dynamic work culture that fosters autonomy and direct client engagement. With a strong focus on professional development, the firm offers excellent benefits including a competitive salary, private healthcare, and opportunities for mentorship, making it an ideal environment for ambitious Chartered Building Surveyors looking to shape their careers while contributing to a growing team.
