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⚡ Source: ReedRef: 46375591

Private Client Solicitor/Associate

Reed·NR11AR·Posted 50 months ago
💰 £38-65k/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
Qualified Solicitor (SRA)Wills draftingTrust administrationProbate and Administration of EstatesPrivate Client law
Nice-to-have
STEP membershipInheritance Tax planningLasting Power of AttorneyContentious Probate
Soft skills
Client-facing communicationAttention to detailAutonomyCommercial awarenessEmpathy
SpeedCV AI

Application advice

5 AI-generated recommendations to maximise your chances.

1

⭐ Place your Private Client specialism prominently in your Personal Statement, explicitly naming Wills, Trusts, Probate and Administration of Estates as the advert lists these as core requirements.

2

📊 Quantify your caseload experience: e.g. 'Managed a caseload of 80+ active Private Client matters including complex multi-jurisdiction estates valued at over £2M'.

3

🎯 Highlight your STEP membership or progress towards it early in your CV — the advert flags this as an ideal differentiator that could set you apart from other recently qualified candidates.

4

🌐 Include any Inheritance Tax planning or Lasting Power of Attorney work explicitly, as these are natural extensions of the stated Private Client scope and will strengthen ATS matching.

5

🤝 Demonstrate your defined career progression to date (e.g. NQ → 2 PQE with increasing caseload autonomy) to align with the firm's stated emphasis on a clear career path.

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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 15 complex estates annually, including multi-jurisdiction assets exceeding £1.5M, ensuring timely HMRC IHT400 submissions and full compliance with SRA conduct rules.
  • Drafted over 120 Wills and discretionary Trust deeds for high-net-worth clients, incorporating Inheritance Tax mitigation strategies that saved clients an average of £45,000 in IHT liability.
  • Progressed STEP qualification whilst managing a caseload of 75+ active Private Client matters, reducing average estate administration turnaround by 3 weeks through process improvements.

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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 Norwich firm is a strong match for the Wills, Trusts, Probate and Estate Administration expertise I have developed since qualification. Your firm's emphasis on a structured career path and breadth of Private Client work is precisely the environment in which I want to develop further.

My background in Private Client matters includes advising on complex estate administrations, drafting bespoke Will and Trust structures for high-net-worth individuals, and guiding clients through the Lasting Power of Attorney process. I am currently working towards my STEP qualification, which has deepened my technical grounding in trust and estate planning. Across a caseload of over 70 active matters, I have built a reputation for clear client communication and meticulous attention to detail.

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Interview questions

10 questions generated from this advert.

Technical

  • Walk me through your process for administering a complex estate involving both UK and overseas assets.
  • How do you approach drafting a Will for a client with a blended family and potential inheritance tax exposure?
  • What is your experience with discretionary trusts, and how have you advised clients on their tax implications?
  • How do you ensure compliance with the SRA Code of Conduct when handling vulnerable clients in a Private Client context?
  • Describe your experience with Lasting Powers of Attorney — what common pitfalls do you look out for during the drafting stage?

Behavioural

  • Tell me about a time you managed a particularly complex or contentious probate matter — how did you handle competing beneficiary interests?
  • Describe a situation where you had to explain a technically complex legal concept (e.g. a trust structure) to a client with no legal background.
  • Give an example of how you have managed a high-volume caseload while maintaining quality and meeting deadlines.
  • Tell me about a time you identified an issue in a client's estate plan that they had not anticipated — what did you do?
  • Describe a situation where you had to deliver difficult news to a grieving client — how did you approach that conversation?
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 managed a particularly complex or contentious probate matter — how did you handle competing beneficiary interests?

Situation: I was instructed on an estate worth approximately £850,000 where three adult beneficiaries disputed the validity of a handwritten codicil that altered residuary shares. Task: I needed to protect the estate from litigation whilst keeping administration moving. Action: I obtained a specialist handwriting expert report within two weeks, convened a without-prejudice meeting between all parties, and drafted a deed of variation that all three beneficiaries signed, reflecting a compromise position. I kept the executor updated at every stage and ensured HMRC deadlines were not missed. Result: The estate was administered within nine months, avoiding court proceedings entirely and saving the estate an estimated £35,000 in potential litigation costs.
2Question

Describe a situation where you had to explain a technically complex legal concept to a client with no legal background.

Situation: A recently widowed client in her seventies needed to understand how a nil-rate band discretionary trust in her late husband's Will would affect her own estate planning. Task: I had to explain trust mechanics and Inheritance Tax implications clearly without causing distress. Action: I prepared a one-page visual diagram showing the trust assets, potential beneficiaries and the IHT saving of approximately £70,000 compared to an outright gift. I walked through it during a face-to-face meeting, pausing to check understanding at each step. Result: The client felt confident enough to instruct me to update her own Will the same week, and later referred two family members to the firm.

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