Overview
In this role you will join a close-knit Private Client team within an entrepreneurial Surrey firm. You will handle a varied caseload across wills, probate, trusts, Court of Protection, and advisory matters, with early client contact and growing ownership of work. The firm offers mentoring, a collaborative culture, and a strong work–life balance with hybrid working. It’s an opportunity to develop technical expertise and build lasting client relationships in a supportive environment.
Pay / Benefits
- hybrid working
- strong work-life balance
- mentoring from experienced Partners
- collaborative environment
- supportive culture
- excellent staff retention
Responsibilities
- Wills and estate planning
- Probate and estate administration
- Trusts and tax matters
- Court of Protection work
- General private client advisory work
- Early client contact and responsibility with mentoring support
Key requirements
- Newly Qualified to 2 years’ PQE in Private Client
- Experience in wills, probate, trusts or related matters
- Strong client care and communication skills
- Organised, detail-focused and keen to develop
- Collaborative and commercially minded
- Long-term career builder in private client
- Client care
- Clear communication
- Organisational skills
- Wills
- Probate
- Trusts
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