Eaton Smith Solicitors
Probate Specialist/Probate Fee Earner
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Location: Huddersfield/ Hybrid Working Available
Salary: Competitive, dependent on experience
Job Type: Full-time, Permanent, Part-time considered.
About Us
We are a well-established and highly regarded Private Client department with a strong reputation for delivering exceptional client service. We are seeking an experienced and motivated Probate Specialist to join our team.
This role offers an exciting opportunity to work on a broad range of high-value, high-net-worth and complex estate administration matters, supporting individuals, families, executors, trustees and professional advisers with expert guidance and exceptional client care.
The Role
The successful candidate will manage a varied caseload of probate and estate administration matters, with a particular focus on complex and high-net-worth estates.
Key responsibilities will include:
- Managing all aspects of estate administration from initial instruction through to final distribution.
- Handling high-value and complex estates, including those involving business interests, agricultural assets, trusts, investment portfolios and overseas assets.
- Preparing applications for Grants of Probate and Letters of Administration.
- Advising executors, trustees and beneficiaries on estate administration and succession matters.
- Liaising with accountants, financial advisers, wealth managers, valuers and other professional advisers.
- Preparing inheritance tax returns and dealing with HMRC enquiries.
- Identifying inheritance tax planning opportunities during estate administration.
- Preparing estate accounts and arranging distributions.
- Managing matters involving contested estates, claims under the Inheritance (Provision for Family and Dependants) Act 1975 and other complex issues where appropriate.
- Developing and maintaining relationships with high-net-worth clients and professional referrers.
- Contributing to the growth and development of the Private Client department.
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About You
The ideal candidate will have:
- Significant experience in probate and estate administration.
- Proven experience handling high-net-worth and complex estates.
- Strong technical knowledge of inheritance tax, trusts and estate administration.
- A thorough understanding of probate practice and procedure.
- Excellent client relationship and communication skills.
- The ability to manage sensitive matters with professionalism, empathy and discretion.
- Strong organisational skills and the ability to manage a busy caseload independently.
- A commercial and proactive approach to client service.
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The following would be advantageous, but not essential:
- Qualification as a Solicitor, Chartered Legal Executive (CILEX), STEP-qualified practitioner or equivalent experience.
- Experience advising on trusts, succession planning and wider private client matters.
- Experience mentoring/supporting others.
What We Offer
- Competitive salary and benefits package.
- Part Time Considered
- Bonus scheme.
- The opportunity to work on high-quality, interesting and often complex matters.
- A supportive and collaborative working environment.
- Opportunities for career progression and professional development.
- Flexible and hybrid working options.
- Generous holiday entitlement.
- Pension scheme.
- Support towards relevant professional qualifications.
How to Apply
If you are an experienced Probate Specialist looking to develop your career within a thriving Private Client team and work with high-net-worth clients on complex and rewarding matters, we would welcome your application. Alternatively, please do contact us if you would be interested in an initial informal chat.
You can email our HR Manager: JonathanClegg@eatonsmith.co.uk with your CV and why you think you are the best person for the role. We do not offer visa sponsorship.
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