Associate, Private Client (Probate)

Taylor Root; Greater London; On-site; GBP 70,000 - 110,000; Full time

Benefits offered by this job

Bonus scheme

Job summary

Taylor Root in London is seeking a Probate Associate with 3–4PQE to join a leading Private Wealth team. You will handle probate and estate administration for high-value matters, delivering technical excellence and seamless client handling.

The role offers top-of-market remuneration with a competitive bonus scheme, within a firm that values inclusion and professional development.

Qualifications

• Solid experience (3–4PQE) in probate and estate administration.
• Strong technical understanding of inheritance tax and related accounting matters.
• Ability to manage files autonomously while contributing to a team.
• Excellent written communication and attention to detail.

Responsibilities

• Manage a diverse probate and estate administration caseload.
• Deliver technical excellence and seamless client handling on high-value matters.
• Collaborate with specialists in the Private Wealth team to drive outcomes.

Skills

Probate & estate administration

Inheritance tax understanding

Autonomous file management

Strong written communication

Team collaboration

Job description

Probate Associate, 3-4PQE – Leading Private Wealth Team

This is an outstanding opportunity to join a highly regarded London firm with a top-tier reputation in Private Wealth. The firm is recognised for providing exceptional client service and handling significant, complex, and high-value matters. The culture is collegiate, empowering, and genuinely supportive, offering you the chance to grow both personally and professionally.

About the Firm

This is an outstanding opportunity to join a highly regarded London firm with a top-tier reputation in Private Wealth. The firm is recognised for providing exceptional client service and handling significant, complex, and high-value matters. The culture is collegiate, empowering, and genuinely supportive, offering you the chance to grow both personally and professionally.

The Role

The role sits within a market-leading Private Wealth team, focusing primarily on probate and estate administration. You will manage a diverse and interesting caseload involving high-value estates and complex inheritance tax aspects. Working alongside specialists in the field, you will be instrumental in delivering technical excellence and seamless client handling.

What They’re Looking For

• Solid experience (3-4PQE) in probate and estate administration
• Strong technical understanding of inheritance tax and related accounting matters
• Ability to manage files autonomously while being an enthusiastic team contributor
• Excellent written communication, organisational skills, and attention to detail
• Calm under pressure and proactive in approach
• A client-centred mindset with strong interpersonal skills

Why Apply?

This role offers top of market remuneration coupled with an attractive bonus scheme. You will work on high-profile and complex matters alongside recognised leaders, within a firm that prioritises inclusion and professional development.