Probate Executive Private Client

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profile Job Location:

London - UK

profile Monthly Salary: Not Disclosed
Posted on: 30+ days ago
Vacancies: 1 Vacancy

Job Summary

Job Description

Probate Executive
Salary: 55000
Location: London
About the Firm:
  • Dynamic multifaceted law firm
  • Serves diverse client base from startups to global corporations
  • Renowned for sector-specific expertise and tailored legal solutions
Role Responsibilities:
  • Manage comprehensive probate and estate administration matters from instruction to completion
  • Work with wealthy individuals family offices and financial institutions
  • Draft critical legal documents (wills oaths inheritance tax forms estate accounts)
  • Liaise with clients beneficiaries executors financial institutions HMRC and Probate Registry
  • Provide clear empathetic professional advice
  • Ensure strict regulatory compliance
  • Monitor case progress and maintain meticulous records
  • Support strategic business development initiatives
Key Requirements:
  • Experience:
    • Proven probate and estate administration background
    • Comprehensive knowledge of inheritance tax trusts estate accounting
    • Optional: Professional qualification (CILEx STEP)
    • Preferred: Private client department experience
  • Skills:
    • Exceptional organisational and time management capabilities
    • Outstanding communication and client care abilities
    • Proficient IT skills
    • Wills and powers of attorney knowledge (advantageous)
Personal Attributes:
  • Professional and discreet
  • Client-focused mindset
  • Meticulous attention to detail
  • Proactive problem-solving approach
  • Strong team player
Benefits Package:
  • Competitive salary with potential for growth
  • Opportunity to work with diverse high-profile clients
  • Professional development support
  • Collaborative work environment
Next Steps: Interested candidates should contact Mara Watson:
  • Phone: 0
  • Email:
Job DescriptionProbate ExecutiveSalary: 55000Location: LondonAbout the Firm:Dynamic multifaceted law firmServes diverse client base from startups to global corporationsRenowned for sector-specific expertise and tailored legal solutionsRole Responsibilities:Manage comprehensive probate and estate adm...
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