Solicitor-Private Client-Estate Administration-Devon-3 PQE – Teignmouth

Wagstaff Recruitment; Shaldon; On-site; GBP 38,000 - 50,000; Full time

Benefits offered by this job

Supportive environment

Training and progression

Positive culture

Community adviser recognition

Job summary

Chadwick Nott is recruiting for a Solicitor or Chartered Legal Executive to join a private client/estate administration team in Teignmouth, Devon. The role involves managing estate administration matters for executors, trustees and beneficiaries, with a focus on Inheritance Tax reporting, grants of representation and estate accounts.

The ideal candidate has around 3 years PQE, enjoys client-facing work, and can draft Wills and LPAs.

Qualifications

• This role is suited to a motivated lawyer who enjoys working closely with clients and delivering clear, practical and compassionate advice.
• Estate administration often involves supporting individuals during difficult periods, so strong interpersonal skills and emotional intelligence are essential.
• Be keen to contribute to the team’s growth and local reputation.

Responsibilities

• Managing your own estate administration caseload with appropriate supervision
• Handling all aspects of estate administration, including inheritance tax reporting, grants of representation, estate accounts and distributions
• Drafting Wills and Lasting Powers of Attorney
• Meeting clients in the office and at their homes when appropriate
• Building and maintaining strong relationships with clients, referrers and professional contacts
• Working closely with colleagues across the wider Wealth Management team on succession planning, trusts and tax matters
• Supporting and mentoring junior colleagues where appropriate
• Contributing to the team’s strong reputation within the local community

Job description

Solicitor – Private Client – Estate Administration (Wealth Management Team) – Devon – 3 Years PQE

Location: Teignmouth (Fully office based)

Type of Role: Permanent, Full-time (36.25 hours per week)

Salary: £38,000 to £50,000 (DOE)

A respected and well established law firm is seeking a Solicitor or Chartered Legal Executive with around 3 years’ post qualification experience to join its successful Estate Administration team in Teignmouth. This is an excellent opportunity for a lawyer who enjoys estate administration work and is looking to build a long term career within a supportive, community focused Wealth Management team.

The Role

You’ll be responsible for managing a varied caseload of taxable and non taxable estates, acting for executors, trustees and beneficiaries throughout all stages of the administration process. Your work will include:

• Managing your own estate administration caseload with appropriate supervision
• Handling all aspects of estate administration, including inheritance tax reporting, grants of representation, estate accounts and distributions
• Drafting Wills and Lasting Powers of Attorney
• Meeting clients in the office and at their homes when appropriate
• Building and maintaining strong relationships with clients, referrers and professional contacts
• Working closely with colleagues across the wider Wealth Management team on succession planning, trusts and tax matters
• Supporting and mentoring junior colleagues where appropriate
• Contributing to the team’s strong reputation within the local community

This is a client facing role offering genuine responsibility and the opportunity to become a trusted adviser to local families across generations.

Candidate Requirements

This role is suited to a motivated lawyer who enjoys working closely with clients and delivering clear, practical and compassionate advice. Estate administration often involves supporting individuals during difficult periods, so strong interpersonal skills and emotional intelligence are essential.

• Enjoy building long term relationships with clients
• Be confident managing your own matters while working collaboratively
• Have strong communication and organisational skills
• Be committed to excellent client service and high professional standards
• Be keen to contribute to the team’s growth and local reputation
• Demonstrate the ability to develop strong client relationships and professional networks

The firm is particularly interested in candidates who want to become part of the local community and build trusted relationships that last for generations.

What You’ll Have

Ideally, you will have around 3 years’ post qualification experience in estate administration, although candidates with slightly more or less experience will be considered.

• A Solicitor or Chartered Legal Executive
• Experienced in administering estates from start to finish
• Comfortable dealing with both taxable and non taxable estates
• Able to draft Wills and LPAs
• Commercially minded and committed to excellent client service
• Capable of managing a caseload effectively and meeting deadlines
• A confident communicator with strong attention to detail
• Able to work independently while contributing positively to the wider team
• In possession of a full driving licence and access to a vehicle for client visits

Benefits

The firm offers:

• A supportive, friendly and community focused working environment
• Strong investment in training, development and progression
• A culture built around high quality work, healthy growth and happy teams
• The opportunity to become a recognised adviser within the local community

The firm is an equal opportunities employer and welcomes applications from all qualified candidates. Adjustments to the recruitment process can be made to support individual needs.

*At Chadwick Nott, we are committed to developing a diverse and inclusive culture as well as supporting our large client network achieve the same. We are an equal opportunities employer and encourage applications of all qualified candidates regardless of their age, sex, race, disability, sexual orientation, disability, culture or anything other personal characteristic. We champion and celebrate diversity in the workplace. Where a level of experience is indicated, please note that this is only a guideline.*

Job Tenure: Permanent and Full-Time
Salary: £38000 – £50000 per annum
Location: Teignmouth, Devon