Job Title: Private Client Legal Executive
Location: London (Hybrid working)
Salary: £50k - £60k
Overview
We are seeking a Private Client Legal Executive to join a well-established team, supporting a varied caseload of wills, probate, estate administration, trusts, and powers of attorney. The role suits someone with solid technical knowledge and the ability to manage matters with a high level of care, accuracy, and client service.
Key Responsibilities
* Manage a mixed caseload of private client matters including wills, probate, estate administration, LPAs, trusts, and inheritance tax planning.
* Prepare wills, trust documents, lasting powers of attorney, and associated correspondence.
* Handle the full probate and estate administration process, including submitting applications, liaising with beneficiaries, and preparing estate accounts.
* Conduct client meetings, take instructions, and provide clear, practical guidance.
* Carry out legal research and keep up to date with changes in private client law and regulation.
* Maintain accurate file management, ensure compliance with SRA and internal standards, and manage deadlines effectively.
* Liaise with colleagues, financial advisors, tax specialists, and external parties to progress matters efficiently.
* Support team projects, business development, and client relationship activities as required.
Essential Skills & Experience
* Experience working as a Private Client Legal Executive / Fee Earner, managing your own caseload.
* Strong understanding of wills, probate, estate administration, LPAs, and trusts.
* Excellent drafting skills with strong attention to detail.
* Confident client-facing skills with the ability to handle sensitive matters with discretion.
* Strong organisational skills and the ability to manage multiple matters simultaneously.
* Experience working to compliance and regulatory standards.