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Wills and Probate Chartered Legal Executive – Private Client Supervision Manager

The Legists · London

Senior 30,001 - 45,000 GBP/year 🇬🇧 English
Estate planning Tax planning Compliance and regulatory standards

Job description

About the role

We are seeking a Private Client Supervision Manager to join our estate‑planning team. The role focuses on supervising wills, trusts and Lasting Power of Attorney work with no billable targets, offering a balanced work‑life environment.

Key responsibilities

  • Work alongside experienced solicitors and technical professionals to ensure high‑quality file progression.
  • Review and quality‑assure the preparation of wills, trusts and LPAs, ensuring legal and technical accuracy.
  • Provide feedback and necessary changes to meet clients’ estate‑planning objectives.
  • Liaise closely with the estate‑planning team, offering technical support and guidance.
  • Maintain compliance with regulatory standards and internal processes.

Required profile

  • Qualified solicitor, CILEX, STEP or equivalent experience.
  • Strong technical knowledge of estate planning and solid wills‑writing experience.
  • Experience with tax planning related to lifetime estate planning.
  • High level of accuracy, attention to detail and strong written and verbal communication.
  • Excellent team‑working abilities and relationship‑building skills.

Required skills

  • Estate planning
  • Will drafting
  • Trust drafting
  • Lasting Power of Attorney preparation
  • Tax planning
  • Compliance and regulatory standards

What we offer

  • Flexible hours – part‑time (22.5 hrs) or full‑time (37.5 hrs).
  • Remote, onsite or hybrid working options.
  • No billable or chargeable hour targets.
  • Competitive salary starting from £33,000 up to £45,000 per year.
  • Excellent benefits package.

Questions fréquentes

Le salaire proposé pour ce poste est de 30-45k GBP par an. Le détail figure dans l'annonce.
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Published 2 months ago

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The Legists

London