Private Client Legal Executive
Descrizione del posto
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.
Competenze chiave estratte
La nostra IA ha analizzato l'offerta per identificare le competenze richieste.
I nostri consigli per candidarsi
5 recommandations générées par notre IA pour maximiser vos chances.
⭐ Open your CV with a Personal Statement that explicitly names 'Private Client law', 'Wills & Probate', and 'Estate Administration' — these are the three core areas the advert leads with.
📊 Quantify your caseload: e.g. 'Managed a caseload of 60+ active Private Client matters simultaneously, including 12 taxable estates exceeding £1M in assets.'
🎯 Highlight STEP membership or progress towards it prominently in your qualifications section — the advert flags it as desirable and it differentiates candidates at this salary level.
🌐 Include a dedicated 'Technical Skills' line listing the specific legal software and case management systems you have used (e.g. Osprey, Proclaim, LEAP), as the advert explicitly asks for confidence in these tools.
🤝 Add a brief 'Business Development' bullet under each relevant role, referencing client retention activity or referral network building, as the advert lists this as a 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 55 active Private Client matters concurrently, including 10 taxable estates valued above £850,000, achieving full HMRC clearance on all within agreed timescales.
- •Drafted over 120 Wills, 40 LPA documents, and 15 trust deeds annually, maintaining a 99% file compliance rate across SRA regulatory reviews.
- •Contributed to a 22% increase in department revenue over 18 months by developing referral relationships with three local IFA firms, generating 30+ new Private Client instructions per year.
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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,
Private Client law at a firm with genuine depth in Wills, Probate, and complex estate work is precisely where I want to build the next chapter of my career — which is why the Private Client Legal Executive role at your Oxted practice immediately stood out. With solid post-qualification experience managing varied caseloads including taxable estates, LPAs, and trust deed drafting, I am well placed to contribute from day one.
My background in Private Client law has equipped me with strong technical knowledge across estate administration, inheritance tax planning, and HMRC liaison, as well as the client care skills needed to handle sensitive matters with professionalism and empathy. I have consistently maintained compliant, accurate case files while managing a high-volume caseload independently.
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Domande probabili del colloquio
10 questions générées à partir de cette offre.
Tecniche
- ›Walk us through your process for handling a complex taxable estate, from initial client meeting through to HMRC clearance.
- ›How do you approach drafting a trust deed where the settlor has competing family interests to consider?
- ›What case management systems have you used for Private Client work, and how do you ensure file compliance with SRA regulations?
- ›Describe your experience with Lasting Powers of Attorney — what are the most common errors you see and how do you prevent them?
- ›How do you calculate and advise clients on inheritance tax exposure, including available reliefs such as Business Property Relief or Agricultural Property Relief?
Comportamentali
- ›Tell me about a time you had to deliver difficult news to a bereaved client during estate administration — how did you handle it?
- ›Describe a situation where you managed a particularly complex or contentious probate matter. What was your approach and what was the outcome?
- ›Give an example of how you have contributed to business development or client retention at a previous firm.
- ›Tell me about a time you had to manage competing deadlines across a large caseload with minimal supervision. How did you prioritise?
- ›Describe a situation where you identified a compliance or regulatory risk in a client file. What steps did you take?
Exemples de réponses STAR
Réponses modèles avec la méthode Situation-Tâche-Action-Résultat. À adapter à votre vécu.
Describe a situation where you managed a particularly complex or contentious probate matter. What was your approach and what was the outcome?
Tell me about a time you had to manage competing deadlines across a large caseload with minimal supervision. How did you prioritise?