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⚡ Source: ReedRef: 46375605

Private Client Solicitor/Associate

Reed·Colchester, Essex·Posted 50 months ago
💰 £58-65k/year⭐ Senior
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Job description

Original text imported from Reed

Private Client Solicitor/Senior Solicitor/Associate. 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 working towards.

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
Wills draftingTrust administrationProbateAdministration of EstatesSRA qualified solicitor
Nice-to-have
STEP membershipInheritance Tax planningLasting Power of AttorneyEstate planning
Soft skills
Client relationship managementAttention to detailCommunicationDiscretionAutonomy
SpeedCV AI

Application advice

5 AI-generated recommendations to maximise your chances.

1

⭐ Lead your CV personal statement with explicit mention of Wills, Trusts, Probate and Administration of Estates, as 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 completion time by 15%'.

3

🎯 Prominently feature your STEP membership or progress towards it — the advert flags this as an ideal differentiator that will set you apart from other recently qualified candidates.

4

🌐 Highlight your post-qualification experience (PQE) clearly near the top of your CV, as the role targets recently qualified to mid-level solicitors and recruiters will scan for this immediately.

5

🤝 Include a brief note on client-facing experience, particularly handling sensitive estate and bereavement matters, as Private Client work demands high levels of empathy and discretion with high-net-worth individuals.

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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:

  • Managed a caseload of 75+ active Wills, Probate and Estate Administration files, achieving an average estate closure time 20% below the firm's target through proactive client communication and HMRC correspondence.
  • Drafted complex discretionary trust structures and inheritance tax mitigation strategies for 30+ high-net-worth clients, collectively preserving over £2.1M in taxable estate value across a 12-month period.
  • Prepared and lodged Lasting Powers of Attorney for 50+ clients annually, maintaining a 100% HMRC registration acceptance rate through rigorous document review prior to submission.

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Dear Hiring Manager,

Private Client law sits at the heart of my legal practice, and the Solicitor/Associate opportunity at your Colchester firm is precisely aligned with the next step in my career. Having built solid experience across Wills drafting, Trust administration, Probate and Administration of Estates, I am confident I can contribute meaningfully from day one while continuing to develop towards STEP qualification.

My background in Private Client work includes advising a broad range of clients on estate planning, inheritance tax mitigation and the preparation of Lasting Powers of Attorney. I am experienced in managing complex probate files through to completion and am accustomed to handling sensitive matters with the discretion and empathy that bereaved families require.

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Interview questions

10 questions generated from this advert.

Technical

  • Walk me through your process for drafting a complex Will involving multiple trusts and inheritance tax planning considerations.
  • How do you approach the administration of an estate where there is no valid Will and the intestacy rules apply?
  • What experience do you have with Lasting Powers of Attorney, and how do you advise clients on the differences between property/financial and health/welfare LPAs?
  • How do you identify and mitigate inheritance tax exposure when advising on estate planning for a high-net-worth client?
  • What is your understanding of the STEP Diploma and how does STEP membership benefit a Private Client practitioner?

Behavioural

  • Describe a time you managed a particularly complex or contentious probate matter — how did you handle competing family interests?
  • Tell me about a situation where you had to deliver difficult news to a bereaved client. How did you approach the conversation?
  • Give an example of when you identified a legal risk in a client's estate plan that they had not considered. What did you do?
  • Describe a time you managed a high volume of Private Client files simultaneously. How did you prioritise and stay organised?
  • Tell me about a time you went above and beyond to build a long-term relationship with a Private Client.
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STAR answer examples

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

1Question

Describe a time you managed a particularly complex or contentious probate matter — how did you handle competing family interests?

Situation: I was instructed on an estate worth approximately £850,000 where two adult children disputed the validity of a late-amended Will that excluded one sibling entirely. Task: My role was to administer the estate lawfully while managing the risk of litigation and keeping both parties informed. Action: I immediately flagged the dispute to a senior partner, obtained a caveat to pause the grant of probate, and facilitated a without-prejudice mediation between the parties. I prepared a detailed chronology of the testator's capacity assessments to support the Will's validity. Result: The matter settled within four months without court proceedings, saving the estate an estimated £35,000 in litigation costs and preserving the client relationship with both family members.
2Question

Tell me about a time you identified a legal risk in a client's estate plan that they had not considered. What did you do?

Situation: During a routine Will review for a retired couple with a combined estate of £1.4M, I noticed their existing mirror Wills left everything directly to each other with no trust provisions. Task: I needed to flag the inheritance tax and care-fee vulnerability this created without alarming them. Action: I prepared a clear written advice note outlining the nil-rate band position, the residence nil-rate band eligibility, and the risk of the survivor's estate losing RNRB if they remarried. I recommended a flexible life interest trust structure and referred them to a financial adviser for IHT-efficient gifting. Result: The clients updated their Wills within six weeks, and the revised structure was projected to save their estate approximately £110,000 in inheritance tax.

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