Associate Solicitor Probate 5+ Years PQE
Brandon James
An exciting opportunity has arisen for an experienced Associate Solicitor with 5+ years' PQE to join a growing Private Client team, specialising in Probate and Estate Administration.
The successful candidate will manage a varied caseload with a high degree of autonomy, advising executors, administrators, trustees and beneficiaries throughout the estate administration process. This role would suit a confident solicitor with strong technical knowledge, excellent client care skills and the ability to take ownership of matters from initial instruction through to completion.
The Role
- Manage a varied caseload of probate and estate administration matters from instruction through to completion.
- Advise executors, administrators, trustees and beneficiaries on all aspects of estate administration.
- Prepare and submit probate applications, inheritance tax returns and associated documentation.
- Deal with both taxable and non-taxable estates.
- Handle more complex estates, including intestacy, trusts and high-value estates.
- Advise clients on inheritance tax and wider estate-related matters.
- Draft and review Wills, Lasting Powers of Attorney and trust documentation where required.
- Liaise with clients, beneficiaries, HMRC, financial institutions and other professional advisers.
- Maintain clear and regular communication with clients throughout the administration process.
- Ensure all matters are managed in accordance with regulatory and professional requirements.
- Contribute to business development and develop relationships with professional referrers.
- Support and mentor junior members of the team where appropriate.
- Play an active role in the continued growth and development of the Private Client department.
About You
- Qualified Solicitor in England and Wales.
- 5+ years' PQE with strong experience in Probate and Estate Administration.
- Proven ability to manage a caseload independently with minimal supervision.
- Strong technical knowledge of probate, estate administration, inheritance tax and trusts.
- Experience handling complex and high-value estates.
- Excellent client care and relationship management skills.
- Strong drafting, analytical and problem-solving abilities.
- Excellent organisation and time management skills.
- High attention to detail and the ability to manage competing priorities.
- Commercially aware with a strong commitment to client service.
- Professional, approachable and empathetic manner.
- Confident working independently while contributing positively to a wider team.
Desirable
- STEP qualification or working towards STEP.
- Experience acting for high-net-worth clients.
- Existing relationships with professional referrers would be advantageous.
- Experience supporting or mentoring junior lawyers or paralegals.
What's on Offer
- £55,000 - £65,000 salary, depending on experience.
- Full-time, permanent position.
- Initially office-based, with scope to explore hybrid working.
- Career progression within a growing Private Client team.
- Support for professional development and further qualifications.
- Collaborative and supportive working environment.
- Opportunity to take genuine ownership of a varied and interesting caseload.
Application opens at the source listing. Free for jobseekers.