Private Client Senior Associate – Estate Administration

About the role

G2 Legal Limited is seeking an experienced Private Client Senior Associate to lead complex estate administration matters. The role will be based in Bath with the flexibility to work hybrid or fully remote, handling high‑net‑worth estates, trusts and agricultural assets.

Key responsibilities

• Manage end‑to‑end administration of complex taxable estate files, including trusts, foreign and agricultural matters.
• Progress cases through grants, accounts and estate closure.
• Communicate with clients and professional partners via phone and email.
• Draft estate accounts and ensure compliance with internal systems and regulatory requirements.
• Mentor and support junior team members.

Required profile

• 5+ years’ probate and estate administration experience.
• Experience with complex or high‑net‑worth estates.
• Qualified Solicitor, CILEX member, or STEP/TEP qualified (or working towards qualification).
• Strong knowledge of trusts, foreign estates and agricultural matters.

Required skills

What we offer

• Hybrid or fully remote working with occasional office attendance.
• Supportive, flexible and performance‑focused culture.
• Quarterly performance bonus.
• Strong autonomy and development opportunities.