Private Client Legal Advisor

Why You’ll Love Working at Fidler & Pepper

At Fidler & Pepper, we’re more than just a workplace — we’re a family-run business with over 100 years of heritage in the local community where people genuinely care. Our values are at the heart of all that we do, guiding how we work with our clients and with our colleagues. Professional, respectful, caring, and supportive aren’t just words to us — they’re how we operate, every single day. We believe that when people feel genuinely supported, they stay — and our team is proof of that. Our average length of service is over 7 years, and 17% of our colleagues have been with us for more than a decade. Several team members have even reached the remarkable milestone of 40+ years of service. That kind of loyalty reflects the culture we’ve built — one based on respect, trust, and long-term relationships. When you join us, you become part of a close-knit, collaborative team where your voice is heard, your contribution is valued, and your wellbeing matters. We work hard, support one another, and take pride in offering a service that’s truly personal — to our clients and to each other.

What you’ll get:

• Hybrid & flexible working
• 31 days’ holiday (including bank holidays) which increases with service
• Birthday afternoon off
• Wellbeing days, personal development workshops & career pathways
• Bonus scheme & competitive salary
• 35-hour working week (yep, less than most firms!)
• A collaborative, down-to-earth team
• Fun along the way with charity and annual Fun days

The role

You will provide expert advice on a range of private client matters, including Probate, Wills, Trusts, Inheritance Tax, LPA’s and Deputyship. Working closely with the Private Client Legal & Strategic Leads, People Leads and other team members to ensure that all cases are managed efficiently and professionally. You will be confident working autonomously while also contributing to the growth and development of less experienced team members by helping to develop their technical skills, knowledge and confidence in handling private client matters. We foster a supportive, collaborative environment where learning and growth are encouraged. This role will be based at our Regent Street office in Mansfield town centre and at our Low Street office in the centre of Sutton in Ashfield.

Key Tasks, Knowledge and Accountabilities

• Manage a full and varied caseload of private client matters
• Working on a variety of probate matters, including complex, high-value, and taxable estates
• Prepare and submit probate applications (both online and paper) and IHT400 forms
• Calculation of Inheritance Tax, Income Tax and Capital Gains Tax in estates
• Draft detailed estate accounts, deal with the collection and distribution of assets, and handle cross-border elements where applicable
• Experience with NRB trusts and their implementation and taxation
• Experience with processes and documentation around NRB trusts and appointments and closures and the implications thereof
• Liaise with executors, beneficiaries, HMRC, financial institutions, and the Probate Registry
• Advising clients and families on all aspects of estate planning, including the structuring and preservation of wealth across generations and ensuring that they align with their personal, financial and family goals
• Advising on and preparation of a variety of trusts, ensuring compliance with relevant legal and tax frameworks and that solutions are compliant, tax efficient and aligned with the clients’ long-term objectives
• Keep up to date with changes in private client law, inheritance tax, and best practices
• Ensure strict compliance with CLC and firm-wide procedures, including AML and data protection protocols
• Provide empathetic and practical support to clients throughout the process
• Support, mentor, and supervise junior team members, offering guidance, technical oversight, and feedback as needed

Person specification

• Minimum of 4 years’ experience in private client law, specifically in Probate, Wills, Trusts, Inheritance Tax, LPA’s and Deputyship. A formal qualification is advantageous
• Proven ability to manage complex matters independently with minimal supervision
• In-depth knowledge of inheritance tax reporting, estate taxation, and probate processes
• Experience with international estates, trusts, or business succession matters
• Experience supervising or mentoring others, formally or informally
• A strong focus on customer service, with a natural ability to build rapport and provide empathy, respect and a responsive experience for clients.
• Comfortable working under pressure, managing deadlines, and prioritising workloads
• Proficient in legal case management systems and Microsoft Office

This role will be based at our Regent Street office in Mansfield town centre and at our Low Street office in the centre of Sutton in Ashfield.

Ready to Join Us?

If you’re looking for a career where you feel valued, supported, and challenged, apply today! But don’t wait—this vacancy may close earlier than the specified date once sufficient applications are received.

At Fidler & Pepper, we are committed to actively promoting and fostering an inclusive working environment, where everyone feels valued and we build relationships based on mutual respect and trust. In our community, employees are encouraged to contribute their unique perspectives and we strive to create a workplace where diversity is celebrated, embraced and embedded within our company values. Discrimination of any kind, has no place within our company culture. We believe in creating a great place to work, as we know that a positive working environment helps us create a successful business. Happier staff give a better service, and a better service means happier clients. Fidler & Pepper supports every individual, providing the opportunity to develop in their career, thrive in their roles and reach their full potential within a supportive environment. Treating every employee as an individual is at the heart of Fidler & Pepper and we combine the business needs with the individual’s needs and ambitions. By doing this we create a working environment where everyone can apply the best version of themselves to their time at work.