At a Glance
- Tasks: Manage complex estate files and support junior team members in a dynamic environment.
- Company: Exciting company specialising in complex estate administration with a supportive culture.
- Benefits: Hybrid or remote work, quarterly performance bonuses, and strong development opportunities.
- Other info: Flexible, performance-focused culture with opportunities for autonomy and growth.
- Why this job: Join a team where you can make a real impact on high-net-worth estates.
- Qualifications: 5+ years of probate experience; STEP/TEP qualified or equivalent experience required.
The predicted salary is between 50000 - 60000 £ per year.
This is a newly created role for an experienced Probate fee-earner to join an exciting company that specialise in complex estate administration due to an increase in quality referrals. You can be a qualified Solicitor or Legal Executive or qualified by experience.
Role Overview
As a Senior Legal Executive, you will manage a caseload of c.40 complex estate files, including taxable estates, trusts, foreign estates and agricultural matters.
Key Responsibilities
- Manage end-to-end administration of complex taxable estate files
- Progress cases through grants, accounts and estate closure
- Communicate with clients and professional partners via phone and email
- Draft estate accounts and ensure compliance with internal systems
- Mentor and support junior team members
What experience is required:
- 5+ years’ probate and estate administration experience
- Experience with complex or high-net-worth estates
- STEP/TEP qualified or working towards via STEP
- Solicitor or CILEX qualification or very experienced
What's on offer:
- Hybrid or fully remote working (occasional office attendance required)
- Supportive, flexible and performance-focused culture
- Quarterly performance bonus
This role suits an experienced estate administration professional looking to work on complex cases in a supportive, high-quality environment with strong autonomy and development opportunities.
Interested then click apply now with your updated CV to Loraine Silvester at G2 Legal.
Senior Legal Executive in Bristol employer: G2 Legal
Join a dynamic and supportive team in Bristol as a Senior Legal Executive, where you will have the opportunity to manage complex estate files in a flexible hybrid or remote working environment. Our culture prioritises performance and employee growth, offering quarterly bonuses and the chance to mentor junior colleagues while working on high-quality cases that challenge and develop your expertise.