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Wills and Probate Chartered Legal Executive – Private Client Supervisor

The Legists · Sheffield

🇬🇧 English
estate planning tax planning Lasting Power of Attorney

Job description

About the role

This position is a senior supervisory role within a private client estate‑planning team. You will oversee the preparation of wills, trusts and Lasting Powers of Attorney, ensuring technical and legal accuracy while supporting a balanced, non‑billable workload.

Key responsibilities

  • Work alongside experienced solicitors and technical professionals to progress client files.
  • Review and quality‑assure wills, trusts and LPA documentation against client instructions and regulatory standards.
  • Provide feedback and technical guidance to colleagues, helping to meet estate‑planning objectives.
  • Maintain compliance with all relevant regulatory and internal processes.
  • Support ad‑hoc queries from the wider team to deliver a high‑quality client service.

Required profile

  • Qualified solicitor, CILEX or STEP member, or equivalent experience.
  • Strong technical knowledge of estate planning, wills drafting and tax considerations.
  • Excellent attention to detail and accuracy.
  • Ability to build positive relationships across a multidisciplinary team.
  • Strong written and verbal communication skills.

Required skills

  • Estate planning
  • Wills drafting
  • Tax planning
  • Lasting Power of Attorney preparation

What we offer

  • Flexible working – remote, onsite or hybrid, with part‑time (22.5 hrs) or full‑time (37.5 hrs) options.
  • No billable targets, allowing focus on quality and work‑life balance.
  • Competitive salary range £30,001‑£45,000 per year.
  • Opportunity to develop within an innovative, ethical legal business.

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Published 2 months ago

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The Legists

Sheffield