Role - Probate / Private Client Lead
Fresh People are recruiting a Probate and Estates professional to join an established professional services and advisory firm in Faversham.
This is a broad private client opportunity covering probate and estate administration alongside wills, trusts, inheritance tax and wider estate planning.
The firm is open-minded on background and seniority. A qualified solicitor would be particularly welcome, although Chartered Legal Executives and experienced probate specialists from an accountancy practice environment will also be considered.
The Role You will work directly with private clients and families across a varied range of matters, including:
Probate and estate administration
Applications for Grants of Probate
Inheritance Tax reporting
Wills and estate planning
Trusts and succession matters
Estate accounts and distributions
Liaising with executors and beneficiaries
Managing matters through to completion
About You Qualified Solicitor, Chartered Legal Executive or experienced probate professional
Ideally 2+ years' relevant probate/private client experience
Strong estate administration experience
Exposure to wills, trusts and IHT would be advantageous
Confident dealing directly with clients, executors and beneficiaries
Professional, empathetic and highly organised
Keen to develop broader private client expertise
STEP qualification is not essential, and the firm is happy to consider someone with strong potential who is still developing their broader private client experience. This would particularly suit someone looking for a broader private client role within a collaborative advisory environment, with the opportunity to develop beyond pure probate administration.
In the first instance forward your CV over for consideration
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Probate Consultancy Team Lead in Faversham employer: Fresh People
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