Private Client Executive

Private Client Executive

Full-Time 30000 - 40000 £ / year (est.) No home office possible
New Vision Recruitment Limited

At a Glance

  • Tasks: Manage probate cases and assist clients through the estate administration process.
  • Company: Reputable UK law firm with a supportive and collaborative culture.
  • Benefits: Competitive salary, hybrid working, private medical insurance, and career progression.
  • Why this job: Step into a client-facing role and develop your legal expertise in a dynamic environment.
  • Qualifications: Experience in Private Client/Probate and strong organisational skills.
  • Other info: Opportunity for professional growth and exposure to high-quality work.

The predicted salary is between 30000 - 40000 £ per year.

A highly regarded UK law firm is seeking an experienced Private Client Paralegal ready to step into a more advanced, client-facing role within its established Private Client team.

This is an excellent opportunity to move beyond traditional paralegal duties into a fee-earning position, taking ownership of probate matters while working closely with experienced lawyers in a supportive and collaborative environment.

Key responsibilities include:

  • Assisting with the administration of estates from instruction through to completion
  • Preparing probate applications and associated legal documentation
  • Maintaining accurate estate accounts and financial records
  • Liaising with clients, beneficiaries, and third parties daily
  • Assisting with the collection and distribution of estate assets
  • Supporting the preparation of inheritance tax returns
  • Providing regular updates to senior fee earners and partners
  • Ensuring high standards of client care and regulatory compliance
  • Supporting business development activities and attending relevant events

This role offers genuine scope to develop your technical expertise and take on increasing responsibility over time.

About You

  • Previous experience within Private Client / Probate
  • Currently working as a Paralegal or in a similar role
  • Strong organisational skills with excellent attention to detail
  • Confident communicator with a professional and empathetic approach to clients
  • Able to manage sensitive matters with discretion and integrity
  • Law degree, CILEX qualification, or equivalent experience preferred

Why Join?

  • Competitive salary with annual review
  • Hybrid working model
  • Clear progression into a fee-earning role
  • High-quality work and client exposure
  • Private medical insurance
  • Pension scheme and life assurance
  • Supportive, professional, and collaborative team culture

Private Client Executive employer: New Vision Recruitment Limited

Join a highly regarded UK law firm as a Private Client Executive, where you will thrive in a supportive and collaborative environment that values your professional growth. With a competitive salary, hybrid working options, and a clear pathway to a fee-earning role, this position offers not only high-quality work and client exposure but also comprehensive benefits including private medical insurance and a pension scheme. Experience a culture that prioritises teamwork and client care, making it an excellent place for meaningful and rewarding employment.
New Vision Recruitment Limited

Contact Detail:

New Vision Recruitment Limited Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Private Client Executive

✨Tip Number 1

Network like a pro! Reach out to your connections in the legal field, especially those who work in private client or probate. A friendly chat can lead to opportunities that aren’t even advertised yet.

✨Tip Number 2

Prepare for interviews by practising common questions related to probate and client care. We recommend role-playing with a friend or using online resources to boost your confidence and polish your responses.

✨Tip Number 3

Showcase your skills! Bring along examples of your previous work or case studies to interviews. This will demonstrate your experience and give potential employers a taste of what you can bring to their team.

✨Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search!

We think you need these skills to ace Private Client Executive

Probate Administration
Preparation of Probate Applications
Estate Accounts Management
Client Liaison
Asset Collection and Distribution
Inheritance Tax Returns Preparation
Client Care Standards
Regulatory Compliance
Business Development Support
Organisational Skills
Attention to Detail
Communication Skills
Discretion and Integrity
Legal Knowledge in Private Client/Probate

Some tips for your application 🫡

Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your previous work in Private Client or Probate, and don’t forget to showcase your strong organisational skills and attention to detail!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the Private Client Executive role. Mention your client-facing experience and how you can contribute to our supportive team culture.

Showcase Your Communication Skills: As a Private Client Executive, you'll be liaising with clients and third parties daily. Make sure your application demonstrates your confident communication style and empathetic approach. We want to see that you can handle sensitive matters with discretion!

Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands. Plus, it shows us you’re keen on joining our fantastic team at StudySmarter!

How to prepare for a job interview at New Vision Recruitment Limited

✨Know Your Stuff

Make sure you brush up on your knowledge of probate law and the specific responsibilities of a Private Client Executive. Familiarise yourself with common legal terms and processes, as well as any recent changes in legislation that might affect the role.

✨Showcase Your Experience

Prepare to discuss your previous experience in private client work or as a paralegal. Be ready to share specific examples of how you've managed sensitive matters, liaised with clients, and maintained accurate records. This will demonstrate your capability for the role.

✨Practice Empathy

Since this role involves dealing with clients during difficult times, practice conveying empathy and professionalism in your responses. Think about how you can show understanding and support while discussing your approach to client care.

✨Ask Insightful Questions

Prepare thoughtful questions to ask at the end of the interview. Inquire about the firm's approach to client care, opportunities for professional development, or how they support their team in managing workloads. This shows your genuine interest in the role and the firm.

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