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Private Client Legal Executive

Job Posted: 8 hours ago

Salary: £ 50,000 - 60,000 / Annum
Job Type: Permanent
Location: London

Expire in: a month

Job Description

Job Title: Private Client Legal Executive
 Location: London (Hybrid working)
 Salary: £50k - £60k

Overview
 We are seeking a Private Client Legal Executive to join a well-established team, supporting a varied caseload of wills, probate, estate administration, trusts, and powers of attorney. The role suits someone with solid technical knowledge and the ability to manage matters with a high level of care, accuracy, and client service.

Key Responsibilities

Manage a mixed caseload of private client matters including wills, probate, estate administration, LPAs, trusts, and inheritance tax planning.
Prepare wills, trust documents, lasting powers of attorney, and associated correspondence.
Handle the full probate and estate administration process, including submitting applications, liaising with beneficiaries, and preparing estate accounts.
Conduct client meetings, take instructions, and provide clear, practical guidance.
Carry out legal research and keep up to date with changes in private client law and regulation.
Maintain accurate file management, ensure compliance with SRA and internal standards, and manage deadlines effectively.
Liaise with colleagues, financial advisors, tax specialists, and external parties to progress matters efficiently.
Support team projects, business development, and client relationship activities as required. 

Essential Skills & Experience

Experience working as a Private Client Legal Executive / Fee Earner, managing your own caseload.
Strong understanding of wills, probate, estate administration, LPAs, and trusts.
Excellent drafting skills with strong attention to detail.
Confident client-facing skills with the ability to handle sensitive matters with discretion.
Strong organisational skills and the ability to manage multiple matters simultaneously.
Experience working to compliance and regulatory standards. 

Inventum Group is acting as an Employment Agency in relation to this vacancy

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