Private Client Solicitor
Description du poste
Texte original importé depuis Reed
Private Client Solicitor / Legal Executive
Location: Oxted, Surrey
Salary: £45,000–£65,000 (DOE)
Job Type: Full-time
We are a well-established and highly regarded law firm seeking an experienced and motivated Private Client Solicitor to join our thriving Wills & Probate department. This is an excellent opportunity for a talented solicitor looking to take the next step in their career within a supportive, friendly, and forward-thinking team.
Day-to-day responsibilities:
- Manage your own caseload of Private Client matters including Wills, Probate, Estate Administration, LPAs, Tax & Trust work.
- Meet with clients to provide clear, tailored advice in a professional and compassionate manner.
- Draft Wills, Codicils, LPA documents, trust deeds, inheritance tax forms, and probate applications.
- Handle complex estates, including taxable estates, trusts, and asset-rich matters.
- Liaise with executors, beneficiaries, financial advisors, HMRC, and other stakeholders.
- Maintain accurate, compliant case files in line with regulatory and internal procedures.
- Contribute to business development, client retention, and the continued growth of the department.
Required Skills & Experience:
- Qualified Solicitor with solid post-qualification experience in Private Client law.
- Strong technical knowledge across Wills, Probate, Trusts, and Estate Administration.
- Excellent drafting skills and meticulous attention to detail.
- Able to manage a varied caseload independently with minimal supervision.
- High-level client care skills and the ability to handle sensitive matters with empathy.
- STEP qualification (or working towards) is desirable but not essential.
- Confident in using legal software and case management systems.
Benefits:
- Competitive salary in the range of £45,000–£65,000, depending on experience.
- Clear progression pathways and opportunities for further professional development.
- Supportive, collaborative working environment within a well-respected firm.
- Exposure to a broad spectrum of Private Client work, including complex estates.
- Friendly team culture with a strong focus on quality service.
How to Apply:
If you are a dedicated and knowledgeable Private Client Solicitor looking for a new challenge within a reputable and supportive firm, we would be delighted to hear from you. Please submit your CV along with a brief cover letter outlining your experience and interest in the role to Mark Watts, your local specialist Legal Recruiter.
Compétences clés extraites
Notre IA a analysé l'offre pour identifier les compétences attendues.
Nos conseils pour postuler
5 recommandations générées par notre IA pour maximiser vos chances.
⭐ Open your Personal Statement with your STEP qualification status (qualified or working towards) as the advert flags this as a desirable differentiator in the required skills section.
📊 Quantify your caseload: e.g. 'Managed 45 concurrent Private Client matters including 12 taxable estates exceeding £1M in gross assets' to demonstrate capacity and complexity.
🎯 Mirror the advert's exact terminology — 'Wills, Probate, Trusts, Estate Administration, LPAs' — in your CV skills section and role descriptions to pass ATS screening for this firm.
🤝 Include a brief Business Development bullet under each relevant role, e.g. 'Contributed to 15% year-on-year growth in Wills & Probate instructions through client referral programme', as the advert explicitly asks for BD contribution.
📋 Highlight experience liaising with HMRC on inheritance tax matters and working with executors and beneficiaries, as the advert lists these stakeholder relationships as a core day-to-day responsibility.
Bullets CV suggérés
3 bullets générés par notre IA pour cette offre, alignés sur ses mots-clés ATS.
Ajoutez ces 3 bullets sous votre expérience la plus récente :
- •Managed a caseload of 40+ concurrent Private Client matters including 10 taxable estates exceeding £800,000 in gross assets, achieving full estate closure within 12 months in 85% of cases.
- •Drafted 60+ Wills, LPAs, trust deeds, and codicils annually, reducing drafting error rates by 30% through implementation of a standardised precedent library aligned with SRA compliance requirements.
- •Liaised with HMRC on inheritance tax submissions for 15 complex estates per year, successfully negotiating instalment arrangements on illiquid assets and recovering overpaid IHT of £42,000 across 3 matters.
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Votre lettre de motivation est prête
Nous avons rédigé une lettre pour Reed. Découvrez l'ouverture, puis débloquez la version complète personnalisée.
Aperçu — adapté à Reed
Dear Hiring Manager,
Having built a focused career in Private Client law, I was drawn immediately to this role at your Oxted firm. Your Wills & Probate department's reputation for handling complex estates — including taxable and asset-rich matters — aligns precisely with the technical depth I have developed in Wills drafting, LPA preparation, trust deed work, and HMRC correspondence on inheritance tax matters.
My background in Private Client practice has equipped me to manage a varied caseload independently, from straightforward Wills through to multi-jurisdictional estates involving discretionary trusts and contested probate. I am currently progressing towards my STEP qualification, which has deepened my technical knowledge in estate planning and trust administration. I have consistently contributed to client retention and departmental growth through proactive client care and referral relationships.
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Questions probables d'entretien
10 questions générées à partir de cette offre.
Techniques
- ›Walk us through how you handle a complex taxable estate from initial instruction through to estate closure, including HMRC correspondence.
- ›How do you approach drafting a trust deed to mitigate inheritance tax for a high-net-worth client?
- ›What case management systems have you used, and how do you ensure file compliance with SRA regulatory requirements?
- ›Describe a situation where you identified a potential issue with an LPA application — how did you resolve it?
- ›How do you stay current with changes to inheritance tax legislation and HMRC practice guidance?
Comportementales
- ›Tell me about a time you managed a particularly sensitive probate matter involving family disputes — how did you handle the client relationships?
- ›Describe a situation where you had to manage competing deadlines across a large caseload with minimal supervision.
- ›Give an example of how you have contributed to business development or client retention in a previous role.
- ›Tell me about a complex estate matter where you had to liaise with multiple stakeholders — what challenges arose and how did you overcome them?
- ›Describe a time you had to deliver difficult news to a client regarding their estate or Will — how did you approach the conversation?
Exemples de réponses STAR
Réponses modèles avec la méthode Situation-Tâche-Action-Résultat. À adapter à votre vécu.
Tell me about a time you managed a particularly sensitive probate matter involving family disputes — how did you handle the client relationships?
Describe a situation where you had to manage competing deadlines across a large caseload with minimal supervision.