Location: TBC
Job Type: Permanent - Full Time
Department: Private Client
Reports To: Head of Private Client

 

 

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Job Summary:

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Risdons Solicitors are seeking a dedicated and detail-oriented Probate Solicitor to join our reputable Taunton branch. The successful candidate will be responsible for managing a caseload of probate matters, including estate administration, inheritance tax issues, and advising clients on wills and estate planning. This is an excellent opportunity for a solicitor with strong technical knowledge and client care skills to join a supportive and dynamic team.

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Key Responsibilities:

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• Manage a varied caseload of probate and estate administration matters from start to finish

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• Provide expert legal advice on wills, trusts, lasting powers of attorney, inheritance tax, and intestacy

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• Draft and review legal documents including wills and trust deeds

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• Liaise with executors, beneficiaries, HMRC, and other relevant stakeholders

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• Prepare applications for Grants of Probate and Letters of Administration

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• Ensure compliance with all relevant legislation and SRA regulations

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• Maintain high standards of client care and build long-lasting client relationships

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• Contribute to business development and networking initiatives as required

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Qualifications / Experience:

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• Qualified Solicitor in England and Wales (3+ years PQE preferred, but newly qualified candidates with relevant experience may be considered)

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• Proven experience in probate and estate administration

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• Excellent communication and interpersonal skills

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• Strong organisational abilities and attention to detail

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• Ability to manage deadlines and work independently

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• Proficient in using case management systems and Microsoft Office

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• STEP qualification (or working towards) is desirable but not essential

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Soft Skills:

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• Strong communication and interpersonal skills

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• Ability to manage time effectively and prioritise tasks

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• A team player with a positive and service orientated attitude

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• Willingness to learn and adapt to new technologies

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​​​​​​​​Working Conditions:

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• Office environment with occasional travel to other locations for support.

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What we offer:

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• Competitive salary

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• Company health cash plan

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• Enhanced annual leave

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• Social events and seasonal gifts

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• Recruitment referral scheme

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• Ongoing professional development and training

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• Supportive and inclusive working environment