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⚡ Source: ReedRef: 50167897

Private Client Solicitor/Legal Executive

Reed·Huntingdonshire, Cambridgeshire·Posted 38 months ago
💰 £46-58k/year👑 Executive
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Job description

Original text imported from Reed

PRIVATE CLIENT - Are you looking for your next step in a Private Client? A new environment? A better benefit package?

I am excited to be working with a reputable regional firm, who are true investors in their staff and foster an extremely supportive environment.

Our client is looking for a 2+ PQE Private Client Solicitor or Legal Executive to join their thriving Private Client department.

The ideal candidate will have a minimum 2 years PQE in Private Client and be able to cover the whole remit of Private Client work including tax, estate administration, wills and probate, trusts and court of protection.

STEP is ideal but not essential.

Hybrid options potentially available.

This is a fantastic opportunity to join a very talented, friendly and forward-thinking team.

If you feel you have the right skills and experience, then please apply with your updated CV.

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Key skills

AI-extracted from the job advert

Must-have skills
2+ years PQE in Private Client lawWills draftingProbate and estate administrationTrust lawCourt of ProtectionPrivate client tax knowledge
Nice-to-have
STEP qualificationInheritance tax planningLasting Power of Attorney drafting
Soft skills
Client relationship managementAttention to detailEmpathyCommunicationOrganisation
SpeedCV AI

Application advice

5 AI-generated recommendations to maximise your chances.

1

⭐ Lead your CV personal statement with your PQE level and explicit mention of the full Private Client remit (wills, probate, trusts, Court of Protection, tax) — the advert lists all five as required coverage areas.

2

📊 Quantify your caseload experience: e.g. 'Managed 60+ active probate files simultaneously, reducing average estate administration time by 15%' to stand out against other 2+ PQE candidates.

3

🎯 If you hold STEP qualification or are studying towards it, place it prominently in your qualifications section — the advert flags it as ideal and it differentiates you at this salary band.

4

🌐 Highlight any hybrid or flexible working experience to align with the firm's stated hybrid options, showing you can manage client relationships and file work remotely without supervision.

5

🤝 Reference experience working within a regional or high-street firm's Private Client department specifically, as the employer is described as a reputable regional firm — demonstrating cultural fit with that environment strengthens your application.

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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 45 concurrent probate estates including 8 taxable estates, securing HMRC clearance within an average of 11 months and reducing client complaints by 20% year-on-year.
  • Drafted 120+ wills and Lasting Powers of Attorney annually, incorporating inheritance tax planning strategies that saved clients a combined £340,000 in potential IHT liability.
  • Managed 15 active Court of Protection deputyship applications simultaneously, achieving a 95% first-submission approval rate and cutting average processing time by 6 weeks.

Free to copy — tailoring requires a 30-sec CV upload.

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Letter preview — tailored to Reed

Dear Hiring Manager,

Huntingdonshire's Private Client market is one I know well, which is why the Private Client Solicitor/Legal Executive position at your firm — recruited via Reed — immediately stood out. With hands-on experience across wills drafting, estate administration, trusts and Court of Protection work, I am confident I can contribute to your thriving Private Client department from day one.

My background in private client law spans the full remit your firm requires. Over the past three years I have managed a caseload of over 50 active files at any one time, advising clients on inheritance tax mitigation strategies, administering complex estates and preparing Lasting Powers of Attorney for vulnerable clients. I am currently progressing towards my STEP qualification, reinforcing my technical grounding in trust and estate planning.

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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 property and overseas assets.
  • How do you approach inheritance tax planning when drafting a will for a high-net-worth client?
  • Describe your experience with Court of Protection applications — which types of orders have you dealt with?
  • How do you structure a discretionary trust and what are the key tax considerations you advise clients on?
  • What steps do you take to ensure compliance with the SRA Code of Conduct when handling vulnerable clients in Court of Protection matters?

Behavioural

  • Tell me about a time you managed a particularly complex or emotionally sensitive probate matter — how did you handle the client relationship?
  • Describe a situation where you had to explain a complicated tax or trust issue to a client with no legal background. How did you approach it?
  • Give an example of when you identified an error or risk in a colleague's file. What did you do?
  • Tell me about a time you had to manage competing deadlines across multiple Private Client files. How did you prioritise?
  • Describe a time you had to deliver difficult news to a beneficiary or client during estate administration. How did you manage the 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 emotionally sensitive probate matter — how did you handle the client relationship?

Situation: A recently bereaved widow instructed me to administer her husband's estate, which included a taxable estate worth £1.4 million, a discretionary trust and a disputed legacy from a stepchild. Task: I needed to progress the administration efficiently while managing heightened family tensions and the client's grief. Action: I scheduled fortnightly calls to keep the client informed, prepared a clear estate roadmap at the outset, and engaged a mediator early to resolve the stepchild's claim before it escalated to litigation. I also filed the IHT400 within 4 months to avoid interest accruing. Result: The estate was fully administered within 14 months, the disputed legacy was settled for £12,000 below the original claim, and the client referred two further matters to the firm within six months.
2Question

Tell me about a time you had to manage competing deadlines across multiple Private Client files. How did you prioritise?

Situation: During a particularly busy quarter I was carrying 52 active files, including 6 estates approaching the 6-month IHT payment deadline and 3 Court of Protection applications with imminent hearing dates. Task: I had to ensure no deadline was missed without compromising client service on lower-urgency matters. Action: I built a colour-coded deadline tracker in the case management system, delegated routine correspondence on straightforward probate files to a paralegal I supervised, and blocked two mornings per week exclusively for Court of Protection drafting. I flagged capacity concerns to my supervising partner two weeks in advance. Result: All 6 IHT payments were submitted on time, all 3 CoP hearings proceeded without adjournment, and I received a commendation in my quarterly review for file management.

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