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Wills & Probate Fee Earner
Posted 16 days 3 hours ago by Eventus Recruitment Group
The incoming Wills & Probate Fee Earner will manage their own caseload of Probate, Estate Administration and Trust matters, delivering high-quality legal advice and maintaining exceptional standards of client care. This job is suited to a Solicitor, Legal Executive or experienced Paralegal with strong knowledge of Private Client work.
- Managing a varied caseload of Probate, Estate Administration and Trust matters from file opening to conclusion
- Completing occasional complex Will drafting and trust documentation
- Communicating with clients, beneficiaries and third parties via telephone, email, video call and post
- Identifying cross-selling and upselling opportunities
- Drafting legal documents including deeds of variation, affidavits, estate accounts and legal statements
- Advising clients on tax matters including Inheritance Tax, Capital Gains Tax and Income Tax liabilities
This job requires strong theoretical knowledge of probate processes, the confidence to make decisions, and the ability to progress files with limited administrative support.
This Wills & Probate Fee Earner job has become available due to continued growth and increasing client demand across the Wirral and surrounding areas.
Person SpecificationThe successful Wills & Probate Fee Earner will be a confident and proactive legal professional with experience managing end-to-end probate transactions. You will have a strong client focus, excellent communication skills and the ability to work independently.
- Ability to manage a caseload independently and make sound decisions
- Clear and effective written and verbal communication skills
- Strong attention to detail and high levels of accuracy
- Ability to work proactively and perform effectively under pressure
- Good IT skills, including Microsoft Office
- Excellent organisational and file management skills
- Reliability, adaptability and a positive, enthusiastic approach to work
- Strong teamwork ethos
- Experience using Proclaim or similar case management systems
- Qualified Solicitor or experienced Paralegal with strong probate knowledge
The incoming Wills & Probate Fee Earner will join a supportive Private Client team in Birkenhead with excellent development opportunities. You will benefit from:
- £30,000 - £45,000 salary depending on experience and qualification
- Potential salary flexibility for exceptional candidates
- Hybrid working (50/50 split) after initial training
- 20 days holiday + bank holidays + 4 days Christmas shutdown
- Perkbox membership
- Medicash health cash plan
- Enhanced workplace pension (5% employee / 4% employer)
- Free on-site parking
- Supportive team culture with access to senior legal expertise
- Opportunities for continuous professional development
- Modern, professional office environment
This well-respected Private Client firm is based in Birkenhead on the Wirral, providing expert legal services to individuals and families across the region. With a strong reputation for client care, the firm maintains long-standing relationships and delivers high-quality legal advice across Wills, Probate and Estate Administration.
The Wills & Probate team continues to expand due to sustained demand, making this an excellent career opportunity for a Wills & Probate Fee Earner seeking a stable, supportive and ambitious department. The firm offers a friendly culture, strong employee benefits and a focus on professional development.
As an equal opportunities employer we welcome applications from candidates of all backgrounds and circumstances. Our privacy policy can be found on the bottom of our website.
Eventus Recruitment Group
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