Probate Solicitor

9-2-3 Jobs Limited

We are currently recruiting for a Probate Solicitor to join an established Law firm based in Woodstock.

The successful candidate will provide high-quality legal advice and representation to clients in relation to Probate and Estate Administration matters, managing a varied caseload and maintaining excellent client relationships.

This is a great opportunity for a proactive and client-focused solicitor who is comfortable handling matters independently, delivering excellent client care and contributing to the continued growth of the department.

The role is Full-time, however, part-time will be considered for the right candidate. Salary £35k to £50k FTE DOE, some scope for hybrid working. 

Key Responsibilities

Legal Advisory & Case Management

- Provide high-quality legal advice on Probate and Estate Administration matters.

- Manage a varied caseload with appropriate supervision and support.

- Draft, review and finalise legal documents in line with regulatory and firm standards.

- Ensure all work complies with relevant legislation, professional standards and internal procedures.

- Deliver excellent client care and maintain strong, trusted client relationships.

- Progress matters efficiently and proactively, keeping clients informed throughout.

Client Engagement & Business Development

- Represent the firm professionally at networking events, seminars and community engagements.

- Develop and nurture new business opportunities and referral relationships.

- Identify and capture new Probate and Estate Administration matters by recognising client needs and offering suitable services.

- Support the long-term growth of the department through repeat business, cross-referrals and client retention.

- Contribute to the firm's professional reputation through excellent client service and community engagement.

Commercial Awareness & Profitability

- Ensure matters are handled efficiently to maintain and improve department profitability.

- Keep accurate time records, bill proactively and support timely invoicing and cashflow.

- Monitor the financial performance of files and take appropriate steps to maximise recoverability.

- Contribute to process improvements that enhance efficiency and client service.

- Demonstrate commercial awareness when advising clients and managing matters.

Team Support & Collaboration

- Work collaboratively with colleagues to deliver excellent client outcomes.

- Share knowledge and best practice with team members.

- Support junior colleagues where appropriate and contribute to a positive team environment.

- Assist with the smooth operation of the department and wider firm.

Skills & Experience

We are ideally looking for a Qualified Solicitor with experience in Probate and Estate Administration work.

You should have:

  • Strong technical knowledge of Probate procedures and estate administration.

  • Excellent communication and interpersonal skills.

  • The ability to manage a caseload effectively and independently.

  • Strong organisational skills and attention to detail.

  • A commitment to providing exceptional client care.

  • Commercial awareness and an understanding of efficient file management and billing.

Experience in the following areas would be advantageous, but is not essential:

  • Drafting Wills.

  • Lasting Powers of Attorney (LPAs).

  • Trust administration and trust-related matters.

  • Court of Protection work.

  • Networking and business development activities.

A STEP qualification would also be desirable, although this is not essential. The firm would be happy to support the right candidate in working towards the qualification.

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