Legal Executive Private Client

• Managing a varied caseload of private client matters
• Drafting wills, codicils and letters of wishes
• Advising on and preparing lasting powers of attorney
• Supporting clients with probate and estate administration
• Assisting with trusts, inheritance tax planning and succession matters
• Preparing legal documents, correspondence and client reports
• Liaising with clients, beneficiaries, executors, trustees, HMRC and third parties
• Maintaining accurate files, case notes and compliance records
• Managing deadlines, key dates and client expectations
• Supporting business development and maintaining strong client relationships

• Previous experience within a private client department
• Experience handling wills, probate, estate administration and LPAs
• CILEX qualification, or working towards CILEX, would be advantageous
• Strong technical knowledge of private client matters
• Excellent communication and client care skills
• The ability to manage a caseload with supervision where required
• Strong attention to detail and organisational skills
• A sensitive, professional and empathetic approach
• Confidence working with clients, families and professional contacts

CILEX qualification, or working towards CILEX, would be advantageous

• Pension
• Healthcare