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.
Salary: £40,000 – £60,000 + Excellent Benefits
Location: Central London (Hybrid Working)
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) and 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
Apply Now
If you are looking to take the next step in your Private Client career with a firm that genuinely invests in its people, we would love to hear from you. For a confidential discussion or to apply, please contact: David Hawthorne-Finch at d.hawthorne-finch@h-fts.com. 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 in City of Westminster employer: Trades Workforce Solutions
Join a leading law firm in Central London that prioritises employee development and offers a collaborative, supportive culture. As a Probate Executive, you will manage high-value estates while benefiting from a competitive salary, hybrid working model, and clear career progression opportunities. This firm is dedicated to empowering its employees and providing a rewarding work environment for those seeking meaningful careers in private client services.
Contact Details:
Trades Workforce Solutions Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Probate Executive in City of Westminster
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online forums, and don’t be shy about reaching out to professionals on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Ace the Interview
Prepare for your interviews by researching the firm and practising common questions. We recommend having a few examples ready that showcase your experience with probate and estate administration. Show them you’re not just a fit for the role, but a perfect match for their team culture!
✨Follow Up
After your interview, don’t forget to send a thank-you email! It’s a great way to express your appreciation and reiterate your interest in the position. Plus, it keeps you fresh in their minds as they make their decision.
✨Apply Through Our Website
We encourage you to apply directly through our website for the best chance at landing that Probate Executive role. It shows you’re serious about the opportunity and makes it easier for us to track your application!
We think you need these skills to ace Probate Executive in City of Westminster
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Probate Executive role. Highlight your experience with probate and estate administration, and don’t forget to mention any relevant qualifications like CILEx or STEP. We want to see how your skills match what we’re looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about working with high-net-worth clients and how your background makes you a perfect fit for our team. Keep it professional but let your personality come through!
Showcase Your Technical Skills:We’re keen on candidates who are proficient in case management systems and Microsoft Office. Make sure to highlight these skills in your application, as they’re crucial for managing your caseload effectively. Don’t leave us guessing!
Apply Through Our Website:We encourage you to apply directly through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Plus, it shows you’re serious about joining our team!
How to prepare for a job interview at Trades Workforce Solutions
✨Know Your Stuff
Make sure you brush up on your knowledge of probate and estate administration. Familiarise yourself with key legal documents like Wills and inheritance tax returns, as well as the specific regulations that apply to the role. This will not only help you answer questions confidently but also show your genuine interest in the position.
✨Showcase Your Empathy
As a Probate Executive, you'll be dealing with sensitive situations. Prepare examples from your past experiences where you've demonstrated empathy and professionalism when working with clients, especially those who are bereaved. This will highlight your client-focused approach and ability to handle delicate matters.
✨Prepare Questions
Interviews are a two-way street! Think of insightful questions to ask about the firm's culture, team dynamics, and opportunities for professional development. This shows that you're not just interested in the job, but also in how you can grow within the company.
✨Practice Makes Perfect
Conduct mock interviews with a friend or mentor to practice your responses. Focus on articulating your experience clearly and concisely, especially regarding your technical skills and case management systems. The more comfortable you are speaking about your qualifications, the more confident you'll feel during the actual interview.
