Legal Executive- Private Client

2 months ago

Buckinghamshire, United Kingdom Liberty Towers Full time

Job Title: Legal Executive – Private Client

Location: Buckinghamshire


Job Description:


We are working with a highly respected legal practice in Buckinghamshire, seeking an experienced Legal Executive to join their Private Client team. This is a fantastic opportunity for a skilled and dedicated professional with a background in Private Client, to work to further their career within a dynamic and supportive firm.


Key Responsibilities:


  • Handle a broad range of Private Client matters, including wills, probate, estate administration, lasting powers of attorney, trusts, and inheritance tax planning.
  • Provide clear, concise, and tailored legal advice to clients, including individuals, families, and trustees.
  • Draft and review wills, trust documents, probate applications, and related legal paperwork.
  • Assist in the administration of estates, including obtaining grants of probate, liaising with HMRC regarding inheritance tax, and distributing assets.
  • Manage a diverse caseload independently, ensuring all files are handled efficiently and within required timescales.
  • Build and maintain strong relationships with clients, offering empathetic and professional advice during sensitive times.
  • Keep up to date with relevant changes in legislation and best practices in Private Client law.
  • Contribute to the firm's business development activities, such as attending networking events, seminars, and promoting services to prospective clients.
  • Work collaboratively with other team members and departments to deliver a seamless client experience.


Requirements:


  • Qualified as a Legal Executive (CILEx) with demonstrable experience in Private Client law.
  • Proven track record of managing a varied caseload of Private Client matters with minimal supervision.
  • Excellent drafting skills, with attention to detail and accuracy in all legal documents.
  • Strong organisational abilities, able to work under pressure and manage deadlines.
  • Outstanding interpersonal and communication skills, both written and verbal.
  • A client-focused approach with a compassionate and empathetic manner.
  • Proficient in the use of legal case management systems and other office technology.


Desirable:


  • STEP (Society of Trust and Estate Practitioners) qualification or working towards it.
  • Experience handling contentious probate or complex trust matters.
  • Knowledge of tax planning strategies and trust administration.


What We Offer:


  • Competitive salary and benefits package.
  • Opportunity for career development and progression within a growing firm.
  • A friendly, professional working environment with a strong focus on teamwork and collaboration.
  • Ongoing support and professional development opportunities.


If you are a Legal Executive with a passion for Private Client work and are seeking a new challenge within a reputable Buckinghamshire firm, we would be delighted to hear from you.

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