Overview
In this Exeter role you will manage a varied private client caseload, advising on wills, probate, trust administration, LPA, and estate planning within a respected team. You will handle files end-to-end, delivering high-quality client care while meeting regulatory standards. The position offers client and referrer relationship building and a chance to contribute to business development. STEP-qualified candidates are encouraged, with support to study. A supportive team environment supports genuine career progression.
Pay / Benefits
- competitive salary
Responsibilities
- Drafting Wills
- Probate and estate administration
- Trust administration
- Lasting Powers of Attorney
- Estate planning and succession matters
- Manage own files from instruction to completion
- Deliver high standard of client care
- Ensure compliance with regulatory and risk management requirements
- Participate in business development activities
- Build and strengthen relationships with clients, referrers and the local community
Key requirements
- Experience handling private client matters
- Confident in managing own workload
- Strong communication, organisational and client relationship skills
- Proactive and professional approach
- Support for STEP studies (encouraged)
- Strong communication
- Good organisational skills
- Proactive mindset
- Private client law experience
- Wills drafting
- Probate
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