Probate Executive job at London Full Time

Opportunity for a Probate Executive to join a leading London law firm with a strong Private Client & Tax practice.

The firm
Our client is a leading UK-based law firm with a strong reputation for advising individuals, family offices and organisations across a wide range of sectors.

While particularly well known for its expertise in the technology, media and entertainment space but they are highly regarded for their private wealth expertise.

They have a recognised strength in both non-contentious private client work and contentious trusts and probate matters, both in the UK and internationally.

The opportunity
The Private Client & Tax team is highly regarded for advising high-net-worth individuals, trustees, family offices and international clients on complex estate and succession matters.

The firm is now seeking a Probate Executive to join the team as part of its continued growth.

This is an excellent opportunity for an experienced probate professional to join a collaborative and market-leading practice, working with a high-quality client base across the UK, US and Middle East.

Working closely with partners and senior lawyers, the new hire will manage their own caseload (which will often involve complex, high-value estates), while contributing to the wider team’s work.

This will include:

• Managing a caseload of probate and estate administration matters from instruction through to completion
• Advising on both taxable and non-taxable estates
• Drafting legal documents including wills, inheritance tax forms, estate accounts and probate applications
• Liaising with clients, beneficiaries, executors, financial institutions, HMRC and the Probate Registry
• Ensuring compliance with regulatory requirements including AML and GDPR

Required

• Professional qualification such as CILEx, STEP or equivalent
• Experience within a private client team at a recognised law firm
• Knowledge of inheritance tax, trusts and estate accounts
• Experience managing probate and estate administration matters
• Exposure to wills, powers of attorney or Court of Protection matters

Reasons to apply

• Competitive salary and benefits package
• Hybrid working
• Supportive, collaborative team environment
• Excellent platform for long-term career development

To apply, contact Emily Donnell at Birchrose Associates for a confidential discussion.

Birchrose Associates, trading name of Huntress Search Ltd, acts as a Recruitment Agency in relation to all Permanent roles and as a Recruitment Business in relation to all Temporary roles.

We practice a diverse and inclusive recruitment process that ensures equal opportunity for all we work with, irrespective of race, sexual orientation, mental or physical disability, age or gender. As an organisation, we encourage applications from all backgrounds and will ensure measures are met when required, to allow a fair process throughout.

PLEASE NOTE: We can only consider applications from candidates who have the right to work in the UK.