Private Client Solicitor / Legal Executive - Probate

Wrigleys Solicitors; Sheffield; On-site; GBP 40,000 - 60,000; Full time

Job summary

Wrigleys Solicitors is looking for an experienced Legal Executive (CILEX) or Solicitor to join their Private Client Team in Sheffield. The role involves providing specialist estate administration advice and engaging in business development activities. Candidates should possess strong technical skills and the ability to develop client rapport.

Benefits

Competitive salaries

Agile Working

Enhanced Family Friendly Benefits

Generous holiday entitlement

Employee Assistance Programme

Pension scheme

Life Assurance scheme

Group Income Protection

Employee Wellness Initiatives

Private Medical Insurance

Qualifications

• Approximately 5 years’ experience in estate administration preferred.
• Strong technical ability and attention to detail required.

Responsibilities

• Dealing with all aspects of probate and inheritance tax advice.
• Engaging in business development and promoting the firm.
• Ensuring compliance with Lexcel procedures.

Skills

Attention to detail

Technical ability

Client rapport

Team collaboration

Communication skills

Numerical skills

Education

CILEX qualification or Solicitor qualification

Job description

We are recruiting for an experienced Legal Executive (CILEX) or Solicitor (around 5PQE) to join our extensive Private Client Team based in our Sheffield office. You will join a leading team of lawyers who specialise in providing advice to private individuals and trustees in respect of trust management, probate, and estate planning.

About Us

Wrigleys is a well-established, reputable firm of specialist Solicitors. We have offices in Leeds, Sheffield, and Newcastle. We represent clients across the UK and are considered as one of the leading expert practices outside of London.At Wrigleys we pride ourselves on delivering specialist legal services to our clients within a professional yet friendly and authentic environment.

Our culture is built on our purpose of putting people at the centre of what we do, and our values guide us in all aspects of our work with clients and each other. Together with our supportive leadership team, we offer a collegiate culture where everyone has a voice, and we encourage collaboration, innovation, and growth.

This positive environment helps us maintain exceptional colleague retention levels.

What We Can Offer You

Life outside work matters. We promote work-life balance, offer agile working, and prioritise colleague wellbeing. Your health and happiness are important to us.

• Competitive salaries
• Agile Working
• Enhanced Family Friendly Benefits
• Generous holiday entitlement and holiday purchase scheme
• Employee Assistance Programme
• Pension scheme
• Life Assurance scheme
• Group Income Protection
• Employee Wellness Initiatives
• Private Medical Insurance
• Socials

About The Role

The role is ideally suited to someone with approximately 5 years’ experience in estate administration. Experience of trust administration would be preferable but not necessary.

The successful candidate will provide specialist estate administration advice, inheritance tax planning, capital gains and income tax related advice for estate periods.

Duties and responsibilities:

• Dealing with all aspects of probate and inheritance tax related advice, dealing with correspondence and direct contact with clients

• A depth and breadth of experience in the relevant specialist areas such as estate administration, tax planning, inheritance tax

• Engaging in business development activities and being active in the promotion of the firm and seeking opportunities for new work (particularly in the Sheffield area)

• Developing ongoing relationships with an existing client based

• Developing close working relationships with colleagues within the team and the wider firm and supporting those colleagues by helping them manage their caseloads by dealing with specific delegated tasks

• Ensuring files are managed in compliance with Lexcel procedures

• Keeping abreast of changes in legislation and other regulatory aspects by attending training provided

The ideal candidate

• Strong technical ability and attention to detail
• Able to demonstrate well – reasoned, intellectual rigour in managing clients’ affairs
• Capable of developing rapport with clients, colleagues and the wider Private Wealth community
• Collegiate in nature, creating positive relationships both internally and externally
• The ability to work to meet clients' demands
• Ability to communicate legal advice in an accessible manner in this complex & niche area of the law
• Able to deeply understand the needs of clients and provide pragmatic, sensible advice, cost efficient advice
• Enthusiastic, keen to develop self and team
• Able to identify possible issues to avoid any risk to the firm
• Always displays a professional approach
• Operates flexibly and as part of a team
• Ability to prioritise work effectively and meet deadlines
• Good numerical skills.

Application Process

Our selection process for the Private Client Solicitor/Legal Executive position is transparent. We prioritise keeping all candidates informed at every step, ensuring there is no uncertainty.

We are committed to ensuring our recruitment process is inclusive and accessible to all. If you have a disability or long-term condition and need us to make adjustments to give you the best possible recruitment process, please do let us know by contacting our recruitment team.

Equality and Diversity

Individual differences are embraced at Wrigleys, and by putting people at the centre of we do, we strive to create an inclusive working environment in which colleagues feel supported and can be themselves.