Job Description:

An opportunity is available for an experienced private client professional to join a busy legal team. You’ll manage a varied caseload and support clients with sensitive matters, providing clear, thoughtful advice and a high standard of client care.

About the role

You’ll work across private client matters including wills, trusts and estate administration. The role requires hands-on experience with both probate and intestacy, applications for grants of representation, inheritance tax returns, wills, lasting powers of attorney and Court of Protection deputyship cases.

As a client-facing professional, you’ll need to communicate confidently and handle sensitive information with discretion. You’ll also work proactively and professionally with colleagues and external contacts.

Key responsibilities

• Advise clients on wills, trusts, estate planning and estate administration.
• Manage estate matters involving probate and intestacy, including applications for grants of representation and related inheritance tax returns.
• Draft wills, lasting powers of attorney for property and financial affairs and health and welfare, and other relevant legal documents.
• Handle Court of Protection deputyship cases.
• Draft and review legal documents, ensuring accuracy and compliance with relevant legislation.
• Manage a varied caseload efficiently while maintaining high standards of client care.
• Liaise with financial institutions, tax authorities, other solicitors and relevant third parties.
• Negotiate on behalf of clients and advocate effectively for their interests.
• Keep up to date with changes in legislation and good practice affecting private client work.
• Explain relevant tax considerations and estate-planning options to clients.

About you

You’ll bring:

• Relevant experience in private client law, including the matters outlined above.
• Strong written and verbal communication skills.
• Excellent organisation and attention to detail, with the ability to manage several matters at once.
• Sound knowledge of relevant legislation and best practice.
• Confidence handling sensitive client conversations with empathy and discretion.
• Strong negotiation skills and a proactive, thoughtful approach to problem-solving.

If you’re committed to providing high-quality legal support and building trusted client relationships, we’d welcome your application.

INDPRO