Associate Solicitor Probate 5+ Years PQE

An exciting opportunity has arisen for an experienced Associate Solicitor with 5+ years’ PQE to join a growing Private Client team, specialising in Probate and Estate Administration.

The successful candidate will manage a varied caseload with a high degree of autonomy, advising executors, administrators, trustees and beneficiaries throughout the estate administration process. This role would suit a confident solicitor with strong technical knowledge, excellent client care skills and the ability to take ownership of matters from initial instruction through to completion.

The Role

• Manage a varied caseload of probate and estate administration matters from instruction through to completion.
• Advise executors, administrators, trustees and beneficiaries on all aspects of estate administration.
• Prepare and submit probate applications, inheritance tax returns and associated documentation.
• Deal with both taxable and non-taxable estates.
• Handle more complex estates, including intestacy, trusts and high-value estates.
• Advise clients on inheritance tax and wider estate-related matters.
• Draft and review Wills, Lasting Powers of Attorney and trust documentation where required.
• Liaise with clients, beneficiaries, HMRC, financial institutions and other professional advisers.
• Maintain clear and regular communication with clients throughout the administration process.
• Ensure all matters are managed in accordance with regulatory and professional requirements.
• Contribute to business development and develop relationships with professional referrers.
• Support and mentor junior members of the team where appropriate.
• Play an active role in the continued growth and development of the Private Client department.

About You

• Qualified Solicitor in England and Wales.
• 5+ years’ PQE with strong experience in Probate and Estate Administration.
• Proven ability to manage a caseload independently with minimal supervision.
• Strong technical knowledge of probate, estate administration, inheritance tax and trusts.
• Experience handling complex and high-value estates.
• Excellent client care and relationship management skills.
• Strong drafting, analytical and problem-solving abilities.
• Excellent organisation and time management skills.
• High attention to detail and the ability to manage competing priorities.
• Commercially aware with a strong commitment to client service.
• Professional, approachable and empathetic manner.
• Confident working independently while contributing positively to a wider team.

Desirable

• STEP qualification or working towards STEP.
• Experience acting for high-net-worth clients.
• Existing relationships with professional referrers would be advantageous.
• Experience supporting or mentoring junior lawyers or paralegals.

What’s on Offer

• £55,000 – £65,000 salary, depending on experience.
• Full-time, permanent position.
• Initially office-based, with scope to explore hybrid working.
• Career progression within a growing Private Client team.
• Support for professional development and further qualifications.
• Collaborative and supportive working environment.
• Opportunity to take genuine ownership of a varied and interesting caseload.