Private Client Solicitor: Wills, Probate & Estates

Kingsgate Recruitment

England

On-site

GBP 38,000 - 70,000

Full time

2 days ago
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Benefits offered by this job

Competitive salary
Professional development opportunities

Job summary

Kingsgate Recruitment is actively seeking a qualified Private Client Fee Earner to join our client’s team. The successful candidate will manage their own caseload and deliver a high standard of advice on Wills, Probate, Estate Administration, Trusts and Lasting Powers of Attorney.

The ideal candidate will be a Solicitor, CILEX Lawyer or Chartered Legal Executive with experience across private client matters and a client-focused, professional approach.

Qualifications

  • Qualified Solicitor, CILEX Lawyer or Chartered Legal Executive.
  • Strong knowledge of Wills, Probate and Estate Administration.
  • Experience managing own caseload with minimal supervision.
  • Excellent written and verbal communication skills.
  • Strong attention to detail and organisational skills.

Responsibilities

  • Manage a varied caseload of private client matters from initial instruction through to completion.
  • Advise clients on Wills, Lasting Powers of Attorney, Probate and Estate Administration.
  • Prepare and review legal documents, including Wills and estate planning documentation.
  • Deal with applications for Grants of Probate and Letters of Administration.
  • Administer estates, including obtaining valuations, settling liabilities and distributing assets to beneficiaries.
  • Provide appropriate advice regarding Inheritance Tax and estate planning.
  • Establish and administer trusts and advise clients on relevant trust matters.
  • Maintain accurate and comprehensive client files in accordance with regulatory and firm requirements.
  • Communicate effectively with clients, beneficiaries, executors, trustees and other professional advisers.
  • Build and maintain strong client relationships and provide a professional and approachable service.
  • Manage workloads effectively and meet relevant deadlines and financial targets.
  • Comply with SRA/CILEX requirements, AML regulations, firm procedures and other relevant legal and regulatory obligations.
  • Contribute to the continued development and reputation of the Private Client department.

Skills

Caseload management
Client communication
Attention to detail
IT and case-management

Education

Qualified Solicitor / CILEX / Chartered Legal Executive

Job description

Kingsgate Recruitment is actively seeking a qualified Private Client Fee Earner to join our client’s team. The successful candidate will manage their own caseload and deliver a high standard of advice on Wills, Probate, Estate Administration, Trusts and Lasting Powers of Attorney.

The ideal candidate will be a Solicitor, CILEX Lawyer or Chartered Legal Executive with experience across private client matters and a client-focused, professional approach.

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