Probate Consultancy Team Lead

Fresh People Ltd; Greater London; On-site; GBP 65,000 - 90,000; Full time

Job summary

Fresh People Ltd is recruiting a Probate and Estates professional for an established professional services and advisory firm in Faversham. The role covers probate, estate administration, wills, trusts and inheritance tax, with broad private client responsibilities.

You will work with private clients and families, handling matters from grants to distributions, with opportunities to develop broader private client expertise in a collaborative advisory environment.

Qualifications

• Qualified Solicitor, Chartered Legal Executive or experienced probate professional.
• 2+ years' probate/private client experience.
• Strong estate administration experience; client-facing role.
• Exposure to wills, trusts and IHT advantageous.

Responsibilities

• Probate and estate administration
• Applications for Grants of Probate
• Inheritance Tax reporting
• Wills and estate planning
• Trusts and succession matters
• Estate accounts and distributions
• Liaising with executors and beneficiaries
• Managing matters through to completion

Skills

Probate experience

Private client experience

Estate administration

Wills and trusts

Client liaison

Job description

Role - Probate / Private Client Lead

Fresh People are recruiting a Probate and Estates professional to join an established professional services and advisory firm in Faversham.This is a broad private client opportunity covering probate and estate administration alongside wills, trusts, inheritance tax and wider estate planning.The firm is open-minded on background and seniority. A qualified solicitor would be particularly welcome, although Chartered Legal Executives and experienced probate specialists from an accountancy practice environment will also be considered.

The Role

You will work directly with private clients and families across a varied range of matters, including:Probate and estate administrationApplications for Grants of ProbateInheritance Tax reportingWills and estate planningTrusts and succession mattersEstate accounts and distributionsLiaising with executors and beneficiariesManaging matters through to completion

About You

Qualified Solicitor, Chartered Legal Executive or experienced probate professionalIdeally 2+ years' relevant probate/private client experienceStrong estate administration experienceExposure to wills, trusts and IHT would be advantageousConfident dealing directly with clients, executors and beneficiariesProfessional, empathetic and highly organisedKeen to develop broader private client expertiseSTEP qualification is not essential, and the firm is happy to consider someone with strong potential who is still developing their broader private client experience. This would particularly suit someone looking for a broader private client role within a collaborative advisory environment, with the opportunity to develop beyond pure probate administration.