Private Client Solicitor
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 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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Domande probabili del colloquio
10 questions générées à partir de cette offre.
Tecniche
- ›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?
Comportamentali
- ›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.