Private Client Solicitor/Legal Executive
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.
Key skills
AI-extracted from the job advert
Application advice
5 AI-generated recommendations to maximise your chances.
⭐ Lead your Personal Statement with your PQE level and Private Client specialism explicitly — the advert specifies '2+ PQE' as a minimum threshold, so make this unmissable at the top of your CV.
📊 Quantify your caseload: e.g. 'Managed a caseload of 80+ active probate and estate administration matters simultaneously, with an average estate value of £350,000.'
🎯 List each Private Client sub-specialism (wills, probate, trusts, Court of Protection, tax) as distinct bullet points under your current role — the advert requires coverage of the 'whole remit', so breadth is critical.
🏅 If you hold or are working towards STEP, place this prominently in your qualifications section — the advert flags it as ideal, giving you a competitive edge over candidates without it.
🌐 Mention any hybrid or flexible working experience to align with the firm's stated hybrid options, demonstrating you can manage client relationships and caseloads effectively in a blended environment.
Suggested CV bullets
3 bullets our AI drafted for this specific advert, mirroring its ATS keywords.
Add these 3 bullets under your most recent experience:
- •Administered 60+ concurrent probate estates annually, including 12 taxable estates requiring HMRC IHT400 submissions, achieving an average grant of probate turnaround of 14 weeks.
- •Drafted and advised on discretionary and life interest trusts for 30+ clients per year, reducing projected inheritance tax liabilities by an average of £45,000 per estate through structured planning.
- •Managed Court of Protection deputyship applications for 8 clients with complex financial affairs, securing property and affairs orders within an average of 22 weeks from initial instruction.
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Letter preview — tailored to Reed
Dear Hiring Manager,
Private Client law at a firm that genuinely invests in its people is exactly where I want to take my career — which is why I am applying for the Private Client Solicitor/Legal Executive position at your King's Lynn practice. With over two years' PQE in Private Client work, I bring hands-on experience across wills, probate, estate administration, trusts, and Court of Protection matters, covering the full remit your department requires.
My background in Private Client law has equipped me to manage complex estates with inheritance tax considerations, draft bespoke trust structures, and guide clients through sensitive probate processes with clarity and care. I have consistently maintained a caseload of 75+ active matters while delivering thorough, client-focused advice. I am currently working towards my STEP qualification, which I believe will add further depth to the technical tax planning work your team undertakes.
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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 inheritance tax planning for a client with a taxable estate above the nil-rate band?
- ›Describe your experience with Court of Protection applications — what types of orders have you dealt with?
- ›How do you structure a discretionary trust deed, and what are the key tax considerations you advise clients on?
- ›What steps do you take to ensure a will is valid and reflects the testator's true intentions, particularly for vulnerable clients?
Behavioural
- ›Tell me about a time you managed a particularly sensitive estate administration matter and how you supported the bereaved family.
- ›Describe a situation where you identified a tax planning opportunity for a client that significantly reduced their estate's liability.
- ›Give an example of when you had to manage a complex caseload under time pressure — how did you prioritise?
- ›Tell me about a time you had to explain a complicated legal concept, such as a trust structure, to a client with no legal background.
- ›Describe a situation where you disagreed with a colleague's approach to a client matter and how you resolved it.
STAR answer examples
Model answers using the Situation-Task-Action-Result framework. Adapt to your own experience.
Tell me about a time you managed a particularly sensitive estate administration matter and how you supported the bereaved family.
Describe a situation where you identified a tax planning opportunity for a client that significantly reduced their estate's liability.