Private Client Legal Executive

London | Law Firm | Full-time, Permanent

A well-established law firm is seeking a Private Client Legal Executive to join its respected private client team.

This is an excellent opportunity for an experienced Private Client Legal Executive to manage a varied caseload of wills, probate, estate administration, trusts and lasting powers of attorney matters. The successful Private Client Legal Executive will work closely with solicitors, partners and clients, providing high-quality support and advice across a broad range of private client work.

The firm is looking for a proactive, client-focused and detail-driven Private Client Legal Executive who can confidently manage matters from initial instruction through to completion, while delivering a professional and sensitive service to individuals and families.

The Role

The Private Client Legal Executive will be responsible for:

• 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

The Private Client Legal Executive

The successful Private Client Legal Executive will ideally have:

• 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

The Firm

This law firm offers a supportive, professional and collaborative working environment, with the opportunity to work on high-quality private client matters. The successful Private Client Legal Executive will join an experienced team that values client care, technical accuracy and long-term career development.

This role would suit a Private Client Legal Executive looking to develop their career within a reputable firm and take on a varied, client-facing caseload.

Salary & Benefits

• Competitive salary, dependent on experience

• Full-time, permanent position

• Supportive private client team

• Varied wills, probate, trusts and LPA caseload

• Excellent career development opportunity

• Professional and client-focused working environment

• Opportunity to work closely with experienced solicitors and partners

Apply

This is a fantastic opportunity for a Private Client Legal Executive looking to join a respected law firm and develop their career within a busy private client department.

For more information, please apply or contact the team for a confidential discussion.