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 the full breadth of Private Client work you cover — the advert explicitly requires the whole remit (wills, probate, trusts, tax, Court of Protection), so list each area clearly.
📊 Quantify your caseload: e.g. 'Managed a portfolio of 80+ active probate matters simultaneously, reducing average administration time by 20%' to demonstrate capacity.
🎯 If you hold STEP membership or are studying towards it, place this prominently in your qualifications section — the advert flags it as ideal and it will differentiate you from other 2+ PQE candidates.
🌐 Highlight any hybrid or flexible working experience to align with the firm's potentially available hybrid options, showing you can manage client relationships and deadlines remotely.
🤝 Reference experience working within a regional or high-street firm environment, as the employer is described as a reputable regional firm — demonstrating cultural fit with a client-facing, community-focused practice is advantageous.
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+ active probate matters concurrently, including 12 taxable estates requiring IHT400 submissions, achieving an average grant turnaround of 14 weeks.
- •Drafted Wills and Lasting Powers of Attorney for a portfolio of 150+ private clients annually, incorporating trust structures to mitigate Inheritance Tax exposure on estates valued up to £2.5M.
- •Managed 8 Court of Protection deputyship applications in a 12-month period, coordinating with the Office of the Public Guardian to secure property and financial affairs orders within 20 weeks.
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Letter preview — tailored to Reed
Dear Hiring Manager,
Private Client law is the area where I have built my career, and the opportunity to join your firm's thriving Private Client department as a Solicitor or Legal Executive is one I am keen to pursue. With over two years' PQE covering wills, probate, estate administration, trusts, Court of Protection, and Inheritance Tax planning, I am confident I can contribute to your team from day one.
My background in Private Client work includes managing a caseload of complex estates with Inheritance Tax implications, drafting Wills for clients with intricate family arrangements, and supporting vulnerable clients through Court of Protection applications. I have developed strong client-facing skills and a methodical approach to managing competing deadlines across a broad Private Client remit.
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Interview questions
10 questions generated from this advert.
Technical
- ›Walk me through your end-to-end process for administering a complex estate involving Inheritance Tax liabilities.
- ›How do you approach drafting a Will for a client with a blended family and potential competing claims?
- ›Describe your experience with Court of Protection applications — what types of orders have you dealt with?
- ›How do you identify and mitigate tax planning opportunities when advising on trust structures?
- ›What case management software have you used to manage a high-volume Private Client caseload, and how do you prioritise competing deadlines?
Behavioural
- ›Tell me about a time you had to deliver difficult news to a bereaved client — how did you handle it?
- ›Describe a situation where you identified a complex legal issue in an estate that the client had not anticipated. What did you do?
- ›Give an example of when you managed several urgent matters simultaneously. How did you ensure nothing was missed?
- ›Tell me about a time you had to build a strong working relationship with a new client quickly. What was your approach?
- ›Describe a situation where you disagreed with a colleague or supervisor on how to handle a client matter. How was it resolved?
STAR answer examples
Model answers using the Situation-Task-Action-Result framework. Adapt to your own experience.
Tell me about a time you had to deliver difficult news to a bereaved client — how did you handle it?
Describe a situation where you identified a complex legal issue in an estate that the client had not anticipated. What did you do?