Overview
In this role you will join a highly regarded private client team in Devon to lead estate administration matters from start to finish. You will guide families, executors and beneficiaries through life events with empathy and technical excellence, building a trusted adviser reputation in the local community. The position offers high-quality work, strong support, and clear paths for long-term progression within a collaborative team. You will balance personal client service with the intellectual challenge of complex tax and legal matters.
Responsibilities
- Manage a varied estate administration caseload from instruction to final distribution
- Advise executors, trustees and beneficiaries on inheritance tax, grants of representation and estate accounts
- Prepare Wills and Lasting Powers of Attorney when required
- Build lasting relationships with clients, referrers and professional contacts across the region
- Support team growth through mentoring, networking and maintaining exceptional client service standards
Key requirements
- Experience in estate administration
- Solicitor or Chartered Legal Executive
- Ability to manage complex matters from start to finish
- Strong client relationship and communication skills
- Empathy
- Collaborative mindset
- Client-focused service
- Estate administration
- Inheritance tax
- Grants of representation
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