Probate Executive

Hawthorne-Finch Talent Solutions; Greater London; On-site; GBP 40,000 - 60,000; Full time

Benefits offered by this job

Hybrid working

Competitive salary

Pension scheme

Annual leave entitlement

Job summary

Hawthorne-Finch Talent Solutions is seeking a Probаte Executive in Central London. You will manage a diverse caseload in a leading private client team, handling probate, estate administration and related documents for high-net-worth clients and international matters.

The role offers hybrid working (2–3 days in the office), a competitive salary and a structured career path with ongoing training.

Qualifications

• Minimum 3–6 years’ experience handling probate and estate administration in a UK law firm.
• Strong knowledge of Inheritance Tax (IHT) and trusts/estate accounting.
• UK legal experience is essential.

Responsibilities

• Manage a full caseload of probate and estate administration from instruction to completion.
• Prepare and draft wills, IHT returns, estate accounts and Grants of Probate.
• Liaise with clients, executors, beneficiaries, HMRC and financial institutions.
• Deliver clear, compassionate, professional advice during sensitive circumstances.
• Ensure compliance with AML, GDPR and SRA requirements.
• Maintain accurate records using case management systems; progress matters efficiently.
• Support billing processes and cost management; contribute to business development.

Skills

Drafting legal documents

Client-focused

Attention to detail

Multitasking

Education

CILEx or STEP qualification desirable

Tools

Case management software

Microsoft Office

Job description

Probate Executive

Salary: £40,000 – £60,000 + Excellent Benefits

Location: Central London (Hybrid Working)

Are you an experienced Probate Executive seeking the opportunity to work with high-net-worth clients, complex estates, and an internationally recognised client base? This is a rare opportunity to join a high-performing Private Client team where your expertise will be valued, your development prioritised, and your career progression clearly mapped.

Our client is a leading, forward-thinking law firm known for working with entrepreneurs, high-net-worth individuals, and global businesses across sectors including finance, technology, media, and sport. They offer a collaborative and supportive culture where individuals are empowered to succeed.

The Opportunity

Join a Leading Private Client & Tax Team

As a Probate Executive, you will play a key role in managing a varied and high-quality caseload, working alongside experienced professionals in a well-established Private Client & Tax group.

Key Responsibilities

• Manage a full caseload of probate and estate administration matters from instruction through to completion
• Prepare and draft key legal documents including:
  • Wills, inheritance tax returns (IHT), estate accounts, and applications for Grants of Probate
• Liaise with clients, executors, beneficiaries, HMRC, financial institutions, and the Probate Registry
• Deliver clear, compassionate, and professional advice to clients during sensitive circumstances
• Ensure full compliance with regulatory standards (AML, GDPR, SRA requirements)
• Maintain accurate records using case management systems and ensure matters progress efficiently
• Support billing processes and cost management
• Contribute to business development initiatives and wider team activities

About You

Experience & Qualifications

• Minimum 3–6 years’ experience handling probate and estate administration matters within a UK law firm
• Strong working knowledge of:
  • Inheritance Tax (IHT)
  • Trusts and estate accounting
• UK legal experience is essential

Technical Skills

• Proficient in case management systems and Microsoft Office
• Ability to draft accurate and compliant legal documentation
• Excellent organisational skills with the ability to manage multiple priorities and deadlines

Desirable

• CILEx, STEP or equivalent professional qualification
• Broader Private Client exposure including Wills, LPAs, and Court of Protection work

Personal Attributes

• Empathetic and client-focused, particularly when dealing with bereaved individuals
• Professional, discreet, and highly detail-oriented
• A proactive team player with a commitment to delivering exceptional service

What’s on Offer

• Competitive salary: £40,000 – £60,000 (DOE)
• Hybrid working model (typically 2–3 days in the office)
• Clear and structured career progression pathway
• Access to ongoing training and professional development programmes
• Exposure to high-value, complex estates and international clients
• Generous annual leave entitlement plus additional benefits
• Pension scheme and enhanced benefits package
• Supportive, collaborative, and inclusive working environment

Location & Working Arrangement

• Central London office location
• Hybrid working policy offering flexibility

All applications will be treated with the strictest confidence. Our client is committed to equal opportunities and welcomes applications from all suitably qualified individuals.