Probate Executive

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.

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.

• 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

• Minimum 36 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

• 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

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

• 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

• Competitive salary:(DOE)
• Hybrid working model (typically 23 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

• Central London office location
• Hybrid working policy offering flexibility

If you are looking to take the next step in your Private Client career with a firm that genuinely invests in its people we would love to hear from you.

For a confidential discussion or to apply please contact:
David Hawthorne-Finch

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