Taylor Root
Associate, Private Client (Probate)
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Probate Associate, 3-4PQE – Leading Private Wealth Team
About the Firm
This is an outstanding opportunity to join a highly regarded London firm with a top-tier reputation in Private Wealth. The firm is recognised for providing exceptional client service and handling significant, complex, and high-value matters. The culture is collegiate, empowering, and genuinely supportive, offering you the chance to grow both personally and professionally.
The Role
The role sits within a market-leading Private Wealth team, focusing primarily on probate and estate administration. You will manage a diverse and interesting caseload involving high-value estates and complex inheritance tax aspects. Working alongside specialists in the field, you will be instrumental in delivering technical excellence and seamless client handling.
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
What They’re Looking For
- Solid experience (3-4PQE) in probate and estate administration
- Strong technical understanding of inheritance tax and related accounting matters
- Ability to manage files autonomously while being an enthusiastic team contributor
- Excellent written communication, organisational skills, and attention to detail
- Calm under pressure and proactive in approach
- A client-centred mindset with strong interpersonal skills
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Why Apply?
This role offers top of market remuneration coupled with an attractive bonus scheme. You will work on high-profile and complex matters alongside recognised leaders, within a firm that prioritises inclusion and professional development.
Apply now to be considered, or email the job poster directly to arrange a confidential discussion if you would like further details before making an application.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills
Location