Probate Solicitor

Job Title: Private Client Solicitor / Fee Earner / STEP-Qualified Practitioner (3+ Years PQE)

Location: St Helens, Merseyside

Working Pattern: Hybrid working available following probation

Overview

An established and growing legal practice is seeking an experienced Private Client Solicitor, Fee Earner, or STEP-qualified practitioner with a minimum of 3 years’ PQE. This is an excellent opportunity to join a busy and supportive Private Client department handling a wide variety of complex matters.

The successful candidate will manage a diverse caseload, work with a high degree of autonomy, and contribute to the supervision and development of junior colleagues. The role offers strong scope for progression in a professional and collaborative environment.

Key Responsibilities

• Manage a caseload of probate and estate administration matters from initial instruction through to final distribution.
• Prepare and submit applications for Grants of Probate and Grants of Letters of Administration, including matters involving tax considerations, foreign assets, business or agricultural relief.
• Draft comprehensive estate accounts (interim and final).
• Advise executors, administrators, trustees, and beneficiaries on procedural and tax-related issues.
• Liaise with HMRC, financial institutions, estate agents, accountants, and other third parties.

Wills, Trusts & Lifetime Planning

• Draft Wills, Codicils, Deeds of Variation, and Letters of Wishes, including more complex arrangements involving tax efficiency or blended family structures.
• Provide advice on inheritance tax planning, exemptions, reliefs, and long-term estate strategies.
• Prepare and register Lasting Powers of Attorney and handle Court of Protection deputyship applications.
• Support elderly and vulnerable clients with professionalism and empathy.

Client Care & Compliance

• Deliver exceptional client care with clear communication and proactive case progression.
• Ensure compliance with SRA regulations, AML requirements, and internal risk protocols.
• Use case management systems efficiently (experience with Proclaim is advantageous).
• Supervise and mentor junior team members where required.
• Minimum of 3 years’ PQE in Private Client work or part/full STEP qualification.
• Strong experience managing complex estates, trusts, and probate matters.
• Excellent knowledge of relevant legislation and procedures.
• High-quality drafting and communication skills.
• Experience supervising junior staff or willingness to develop this responsibility.
• Strong organisational skills, attention to detail, and the ability to work independently.
• Compassionate and professional approach, especially when dealing with sensitive issues.

Desirable Skills & Qualifications

• Full STEP qualification (TEP) or advanced-level STEP study.
• Knowledge of BPR, APR, trusts containing foreign assets, trust tax returns, and ongoing trust compliance.
• Experience with contentious probate matters (not essential).
• Interest in contributing to team development and business growth.

What’s on Offer

• Competitive salary based on experience.
• Hybrid working options after successful probation.
• Clear opportunities for career progression within a supportive environment.
• Ongoing professional development, including STEP support where relevant.
• Access to specialist seminars, training, and webinars.