Legal Executive Private Client

Private Client Legal Executive

London | Law Firm | Full-time, Permanent

A well-established law firm is seeking a Private Client Legal Executive to join its respected private client team.

This is an excellent opportunity for an experienced Private Client Legal Executive to manage a varied caseload of wills, probate, estate administration, trusts and lasting powers of attorney matters. The successful Private Client Legal Executive will work closely with solicitors, partners and clients, providing high-quality support and advice across a broad range of private client work.

The firm is looking for a proactive, client-focused and detail-driven Private Client Legal Executive who can confidently manage matters from initial instruction through to completion, while delivering a professional and sensitive service to individuals and families.

The Role

The Private Client Legal Executive will be responsible for:

Managing a varied caseload of private client matters

Drafting wills, codicils and letters of wishes

Advising on and preparing lasting powers of attorney

Supporting clients with probate and estate administration

Assisting with trusts, inheritance tax planning and succession matters

Preparing legal documents, correspondence and client reports

Liaising with clients, beneficiaries, executors, trustees, HMRC and third parties

Maintaining accurate files, case notes and compliance records

Managing deadlines, key dates and client expectations

Supporting business development and maintaining strong client relationships

The Private Client Legal Executive

The successful Private Client Legal Executive will ideally have:

Previous experience within a private client department

Experience handling wills, probate, estate administration and LPAs

CILEX qualification, or working towards CILEX, would be advantageous

Strong technical knowledge of private client matters

Excellent communication and client care skills

The ability to manage a caseload with supervision where required

Strong attention to detail and organisational skills

A sensitive, professional and empathetic approach

Confidence working with clients, families and professional contacts

The Firm

This law firm offers a supportive, professional and collaborative working environment, with the opportunity to work on high-quality private client matters. The successful Private Client Legal Executive will join an experienced team that values client care, technical accuracy and long-term career development.

This role would suit a Private Client Legal Executive looking to develop their career within a reputable firm and take on a varied, client-facing caseload.

Salary & Benefits

Competitive salary, dependent on experience

Full-time, permanent position

Supportive private client team

Varied wills, probate, trusts and LPA caseload

Excellent career development opportunity

Professional and client-focused working environment

Opportunity to work closely with experienced solicitors and partners

Apply

This is a fantastic opportunity for a Private Client Legal Executive looking to join a respected law firm and develop their career within a busy private client department.

For more information, please apply or contact the team for a confidential discussion