At a Glance
- Tasks: Manage probate cases and provide compassionate legal advice to clients.
- 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 knowledge of inheritance tax.
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) 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.
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.
Probate Executive 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 hybrid working model, competitive salary, and clear career progression opportunities. This firm is dedicated to empowering its employees and providing a rewarding work environment for those looking to make a meaningful impact.
Contact Details:
Trades Workforce Solutions Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Probate Executive
✨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 Informational Interview
Set up informal chats with people already working in probate or private client roles. This is your chance to learn about their experiences and get insider tips. Plus, it shows your genuine interest in the field, which can really make you stand out!
✨Showcase Your Skills
When you get the chance to meet potential employers, be ready to talk about your experience with complex estates and high-net-worth clients. Bring examples of your work and how you’ve handled sensitive situations. We want to see your expertise shine!
✨Apply Through Our Website
Don’t forget to apply through our website for the best chance at landing that Probate Executive role! It’s the easiest way for us to see your application and get you in front of the right people. Let’s make this happen together!
We think you need these skills to ace Probate Executive
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 experience aligns with our firm’s values. Keep it professional but let your personality come through – we love a bit of character!
Showcase Your Technical Skills:Since we’re all about efficiency, make sure to highlight your proficiency in case management systems and Microsoft Office. Mention any specific tools you’ve used in previous roles that could benefit us. We appreciate tech-savvy candidates who can hit the ground running!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. Plus, it shows you’re keen on joining our team at StudySmarter!
How to prepare for a job interview at Trades Workforce Solutions
✨Know Your Stuff
Make sure you brush up on your knowledge of probate law, inheritance tax, and estate administration. Familiarise yourself with the key legal documents you'll be dealing with, like Wills and Grants of Probate. This will not only boost your confidence but also show the interviewers that you're serious about the role.
✨Showcase Your Experience
Prepare specific examples from your past work that highlight your experience managing complex estates and high-net-worth clients. Be ready to discuss how you've handled sensitive situations with empathy and professionalism, as this is crucial in the probate field.
✨Ask Insightful Questions
Interviews are a two-way street! Prepare thoughtful questions about the firm's culture, team dynamics, and opportunities for professional development. This shows your genuine interest in the role and helps you assess if the firm is the right fit for you.
✨Demonstrate Team Spirit
Since the role involves collaboration within a Private Client team, be prepared to discuss how you work well with others. Share examples of how you've contributed to team success and supported colleagues in achieving common goals. This will highlight your proactive team player attitude.
