At a Glance
- Tasks: Manage probate cases and provide compassionate advice to clients during sensitive times.
- Company: Leading law firm with a focus on high-net-worth clients and complex estates.
- Benefits: Competitive salary, hybrid working, career progression, and generous leave.
- Other info: Collaborative culture with ongoing training and development opportunities.
- Why this job: Join a supportive team and make a real difference in clients' lives.
- Qualifications: 3-6 years of probate experience and strong legal knowledge required.
The predicted salary is between 40000 - 60000 £ per year.
Are you an experienced Probate Executive seeking the opportunity to work with high-net-worth clients, complex estates, and an internationally recognised client base? This is a rare opportunity to join a high-performing Private Client team where your expertise will be valued, your development prioritised, and your career progression clearly mapped.
Our client is a leading, forward-thinking law firm known for working with entrepreneurs, high-net-worth individuals, and global businesses across sectors including finance, technology, media, and sport. They offer a collaborative and supportive culture where individuals are empowered to succeed.
The Opportunity
Join a Leading Private Client & Tax Team. As a Probate Executive, you will play a key role in managing a varied and high-quality caseload, working alongside experienced professionals in a well-established Private Client & Tax group.
Key Responsibilities
- Manage a full caseload of probate and estate administration matters from instruction through to completion
- Prepare and draft key legal documents including: Wills, inheritance tax returns (IHT), estate accounts, and applications for Grants of Probate
- Liaise with clients, executors, beneficiaries, HMRC, financial institutions, and the Probate Registry
- Deliver clear, compassionate, and professional advice to clients during sensitive circumstances
- Ensure full compliance with regulatory standards (AML, GDPR, SRA requirements)
- Maintain accurate records using case management systems and ensure matters progress efficiently
- Support billing processes and cost management
- Contribute to business development initiatives and wider team activities
About You
Experience & Qualifications
- Minimum 3–6 years’ experience handling probate and estate administration matters within a UK law firm
- Strong working knowledge of: Inheritance Tax (IHT), Trusts and estate accounting
- UK legal experience is essential
Technical Skills
- Proficient in case management systems and Microsoft Office
- Ability to draft accurate and compliant legal documentation
- Excellent organisational skills with the ability to manage multiple priorities and deadlines
Desirable
- CILEx, STEP or equivalent professional qualification
- Broader Private Client exposure including Wills, LPAs, and Court of Protection work
Personal Attributes
- Empathetic and client-focused, particularly when dealing with bereaved individuals
- Professional, discreet, and highly detail-oriented
- A proactive team player with a commitment to delivering exceptional service
What’s on Offer
- Competitive salary: £40,000 – £60,000 (DOE)
- Hybrid working model (typically 2–3 days in the office)
- Clear and structured career progression pathway
- Access to ongoing training and professional development programmes
- Exposure to high-value, complex estates and international clients
- Generous annual leave entitlement plus additional benefits
- Pension scheme and enhanced benefits package
- Supportive, collaborative, and inclusive working environment
Location & Working Arrangement
- Central London office location
- Hybrid working policy offering flexibility
All applications will be treated with the strictest confidence. Our client is committed to equal opportunities and welcomes applications from all suitably qualified individuals.
Probate Executive employer: Hawthorne-finch Talent Solutions
Hawthorne-Finch Talent Solutions is an exceptional employer, offering a dynamic work culture that values autonomy and high standards of client care. Located in Leeds, the firm provides its employees with competitive salaries, generous holiday allowances, and a health cash plan, alongside ample opportunities for professional growth and development. Joining this team means being part of a supportive environment where your contributions are recognised and encouraged.
Contact Details:
Hawthorne-finch Talent Solutions Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Probate Executive
✨Get Involved in Law Societies
Join local law societies and attend their events – they're often a goldmine for networking and job opportunities in the legal field. Plus, it’s a great way to meet other budding lawyers and experienced solicitors who could provide vital insights and connections.
✨Tap into Online Legal Communities
Don’t underestimate the power of online platforms like LinkedIn and specific legal forums. Get active in discussions or share your thoughts on recent legal developments – this not only builds your visibility but also showcases your passion and knowledge in law.
✨Attend Career Fairs and Workshops
Look out for career fairs and workshops specifically focused on law. Many law firms, including Hawthorne-finch Talent Solutions, will be scouting for fresh talent, so bring your A-game and don’t shy away from making a memorable impression.
✨Leverage Your University’s Career Services
If you’re still in university or have recently graduated, latch onto your career services! They often have connections with law firms looking for graduates and can guide you through the application process tailored for the legal sector.
We think you need these skills to ace Probate Executive
Some tips for your application 🫡
Highlight Your Legal Knowledge:When applying for a full-time role in legal services at Hawthorne-finch Talent Solutions, make sure to demonstrate your understanding of key legal principles and areas of law relevant to the position. Include any specific coursework, modules, or certifications, like LPC or BPTC qualifications, that showcase your legal expertise directly on your CV.
Showcase Your Research Skills:In the legal field, strong research skills are crucial. Use your application to illustrate how you've utilised these skills in past studies or work experiences – whether that's through past internships or significant projects. Mention any legal databases or tools you’re proficient in, as this can give you an edge.
Tailor That Cover Letter!:Your cover letter is your chance to shine! Make it personal by expressing your genuine interest in Hawthorne-finch Talent Solutions and the specific role of Probate Executive. Talk about why you want to be part of their team, how your unique experiences align with their values, and why you’re passionate about the legal sector.
Stay Formal but Friendly:While we all know the legal world can be pretty formal, don’t be afraid to let a bit of personality shine through in your written application. Use a respectful tone, but feel free to inject a little warmth; this approach can help you stand out and show you're a great fit for Hawthorne-finch Talent Solutions’s culture!
How to prepare for a job interview at Hawthorne-finch Talent Solutions
✨Know Your Legal Principles
Brush up on foundational legal principles relevant to the specific area of law you’re applying for, whether it’s corporate, criminal, or family law. We might get asked situational questions to test your knowledge, so being articulate about key concepts will make you stand out.
✨Be Ready for Case Studies
Full-time legal roles often involve case studies during interviews. Prepare to analyse a hypothetical case and discuss your approach to it. Practising this with a peer or mentor can help us refine our reasoning and articulate a solid legal argument.
✨Show Off Your Research Skills
As legal professionals, strong research skills are a must. Have examples ready of how you've effectively used legal databases or conducted thorough legal research in your past experiences. It's a great way to demonstrate your readiness for the role at Hawthorne-finch Talent Solutions.
✨Exude Professionalism and Confidence
In the legal field, professionalism is key. During the interview, we should maintain good eye contact and communicate clearly to show that we’re not just knowledgeable, but also confident. This can make a positive impression on your potential colleagues at Hawthorne-finch Talent Solutions.