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⚡ Source: ReedRef: 53530662

Private Client Solicitor/Associate

Reed·Chichester, West Sussex·Posted 20 months ago
💰 £58-65k/year⭐ Senior
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Job description

Original text imported from Reed

Private Client Solicitor/Senior Solicitor/Associate/Legal Executive. If you are recently qualified to mid-level with solid experience in Private Client matters. This opportunity is with a highly successful, modern and agile firm offering a defined career path, superb benefits and exceptional rewards.

You will need to have a good grounding in a range of Private Client matters dealing with such areas as Wills, Trusts, Probate and Administration of Estates. Ideally STEP membership or interested in working towards/interested in.

Working for a highly successful, modern and agile firm offering a defined career path, superb benefits and exceptional rewards.

For a confidential chat please apply with a current CV, we look forward to speaking with you.

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Key skills

AI-extracted from the job advert

Must-have skills
Solicitor qualification (or CILEX Legal Executive)Wills draftingTrust administrationProbateAdministration of EstatesPrivate Client law experience
Nice-to-have
STEP membershipEstate planning (complex/high-value)Inheritance tax planning
Soft skills
Client relationship managementCommunicationAttention to detailAutonomyDiscretion
SpeedCV AI

Application advice

5 AI-generated recommendations to maximise your chances.

1

⭐ Lead your Personal Statement with explicit mention of Wills, Trusts, Probate and Administration of Estates — the advert lists all four as core requirements.

2

📊 Quantify your caseload: e.g. 'Managed a portfolio of 80+ active probate and estate administration files simultaneously, reducing average closure time by 15%.'

3

🎯 If you hold STEP membership or are studying towards it, place this prominently in your qualifications section — the advert specifically calls it out as a differentiator.

4

🌐 Highlight any experience with complex or high-value trust structures, as the firm's 'modern and agile' positioning suggests a sophisticated private client base in the Chichester/West Sussex area.

5

🤝 Emphasise your track record of building long-term client relationships in private client work, as this directly supports the firm's defined career path narrative and client retention focus.

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Suggested CV bullets

3 bullets our AI drafted for this specific advert, mirroring its ATS keywords.

How to tailor your CV

Add these 3 bullets under your most recent experience:

  • Administered 35 concurrent estate files annually, achieving full distribution within an average of 9 months and reducing client complaints to zero over a 2-year period.
  • Drafted 60+ Wills and discretionary trust deeds per year, incorporating inheritance tax planning strategies that saved clients a combined £420,000 in potential IHT liability.
  • Led probate matters for 3 high-value estates exceeding £1.2M each, coordinating with HMRC, financial institutions and beneficiaries to resolve title disputes and secure timely grants.

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Dear Hiring Manager,

Private client work — specifically Wills, Trusts, Probate and Administration of Estates — has been the focus of my legal career to date, which is precisely why the Private Client Solicitor/Associate opportunity at your Chichester firm immediately stood out. Your firm's reputation for a defined career path and commitment to STEP-qualified practice aligns directly with my professional development goals.

My background in private client law includes managing a caseload of estate administrations from grant of probate through to final distribution, drafting complex discretionary trusts, and advising high-net-worth clients on inheritance tax mitigation strategies. I am currently working towards my STEP qualification and am keen to develop this specialism further within a firm that actively values it.

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Interview questions

10 questions generated from this advert.

Technical

  • Walk us through your end-to-end process for administering a complex estate, from grant of probate to final distribution.
  • How do you approach drafting a discretionary trust to minimise inheritance tax exposure for a client?
  • What are the key differences between a bare trust and a discretionary trust, and when would you recommend each?
  • How do you keep up to date with changes in probate law, HMRC practice and STEP guidance?
  • Describe a technically challenging Wills or Trusts matter you have handled and how you resolved the complexity.

Behavioural

  • Tell me about a time you had to deliver difficult news to a bereaved client during an estate administration — how did you handle it?
  • Describe a situation where you managed competing deadlines across multiple probate files. How did you prioritise?
  • Give an example of when you identified a risk or error in a Will or trust document and the steps you took to rectify it.
  • Tell me about a time you built a strong long-term relationship with a private client and the impact that had on the firm.
  • Describe a situation where you had to work autonomously on a complex matter without senior supervision. What was the outcome?
SpeedCV AINEW

STAR answer examples

Model answers using the Situation-Task-Action-Result framework. Adapt to your own experience.

1Question

Tell me about a time you had to deliver difficult news to a bereaved client during an estate administration — how did you handle it?

Situation: During the administration of a £650,000 estate, I discovered that a significant asset — a property — had been left to a beneficiary who had predeceased the testator, creating an intestacy issue that would delay distribution by several months. Task: I needed to inform the grieving family clearly and sensitively while managing their expectations. Action: I arranged a face-to-face meeting rather than communicating by letter, prepared a plain-English summary of the legal position and outlined three resolution options with timescales. I also liaised directly with HMRC to confirm the revised IHT position. Result: The family appreciated the transparency; we resolved the matter within 14 weeks and the clients subsequently instructed the firm on two further estate matters.
2Question

Describe a situation where you managed competing deadlines across multiple probate files. How did you prioritise?

Situation: In a particularly busy quarter I was simultaneously managing 28 active probate files, three of which had HMRC IHT400 submission deadlines falling within the same two-week window. Task: I needed to ensure all three submissions were accurate and on time to avoid interest charges for clients. Action: I created a priority matrix ranking files by deadline, complexity and client vulnerability, delegated routine correspondence on lower-priority files to a paralegal, and blocked out focused drafting time each morning. Result: All three IHT400s were submitted on time, saving clients a combined £4,200 in potential HMRC late-payment interest, and I received formal positive feedback from two of the three families.

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