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 CV personal statement with your PQE level and the full breadth of Private Client work you cover — the advert explicitly requires the 'whole remit' including tax, trusts, wills, probate and Court of Protection.
📊 Quantify your caseload: e.g. 'Managed a portfolio of 80+ active probate and estate administration matters simultaneously, completing 95% within agreed timescales.'
🎯 Highlight any STEP qualification or progress towards it prominently — the advert flags it as ideal, so even part-completion (e.g. STEP Foundation) will differentiate you from other applicants.
🌐 Mention hybrid or flexible working experience if relevant, as the advert notes hybrid options may be available — demonstrating you can work effectively remotely reassures the firm.
🤝 Reference experience working within a regional or high-street firm environment, as the employer is described as a reputable regional firm — this signals cultural fit and familiarity with the client base.
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 and estate matters annually, achieving grant of probate within 12 weeks on 90% of straightforward applications.
- •Drafted Wills and Lasting Powers of Attorney for 40+ clients per year, incorporating inheritance tax mitigation strategies that reduced taxable estates by an average of £85,000.
- •Secured 3 Deputyship Orders through the Court of Protection within a 12-month period, managing ongoing financial affairs for vulnerable clients with assets exceeding £500,000 in aggregate.
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Letter preview — tailored to Reed
Dear Hiring Manager,
Private Client work spanning wills, trusts, estate administration and Court of Protection is where I have built my legal career — which is why this role at your North Norfolk firm immediately stood out. With over two years of post-qualification experience in Private Client law, I have developed a thorough grounding in inheritance tax planning and probate administration, precisely the skills your department requires.
My background in Private Client practice includes managing a caseload of complex estate administrations and trust matters, advising clients through some of the most sensitive periods of their lives with both technical rigour and genuine empathy. I am currently progressing towards my STEP qualification, further deepening my expertise in trust and estate planning.
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Interview questions
10 questions generated from this advert.
Technical
- ›How do you approach drafting a complex Will for a client with a blended family and potential inheritance tax exposure?
- ›Can you walk us through your process for administering a large estate from grant of probate through to final distribution?
- ›What experience do you have with Court of Protection applications, and what types of orders have you obtained?
- ›How do you advise clients on the use of trusts for inheritance tax mitigation and asset protection?
- ›What is your understanding of the STEP guidelines and how have they influenced your practice in trust and estate work?
Behavioural
- ›Tell me about a time you managed a particularly sensitive or complex probate matter — how did you handle the client relationship?
- ›Describe a situation where you had to explain a complicated tax or trust concept to a client with no legal background.
- ›Give an example of when you had to manage competing deadlines across multiple Private Client matters — how did you prioritise?
- ›Tell me about a time you identified a risk or error in an estate administration and how you resolved it.
- ›Describe how you have contributed to the development of a team or department in a previous role.
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 or complex probate matter — how did you handle the client relationship?
Describe a situation where you had to manage competing deadlines across multiple Private Client matters — how did you prioritise?