Probate & Estates Assistant – Private Client Team

About the role

Join a well‑established professional services firm as a Probate & Estates Assistant, supporting a busy Probate and Wills team. This position offers the chance to develop expertise in private client work while contributing to the smooth administration of probate and estate matters.

Key responsibilities

• Manage client files and keep records accurate and up‑to‑date.
• Interact regularly with clients and external bodies such as HMRC.
• Provide general administrative support related to probate and estate matters.
• Work closely with fee earners to ensure efficient progression of cases.
• Support colleagues and help maintain high standards of client service.

Required profile

• Strong organisational abilities and attention to detail.
• Excellent written and verbal communication skills.
• Ability to work both independently and as part of a team.
• Professional demeanor when dealing with clients and external agencies.

Required skills

What we offer

• A friendly, professional team environment.
• Positive culture that supports work‑life balance.
• Competitive salary and benefits package.
• Annual team‑building day and regular social events.
• Ongoing development opportunities and clear career progression.