Private Client Chartered Legal Executive
HLM148488_1753188671
Posted: 22/07/2025
- Negotiable
- Sheffield, South Yorkshire
- Permanent
Sacco Mann are keen to speak to Private Client Chartered Legal Executives on behalf of a leading specialist firm. This successful firm is well-respected and has a great reputation in the market. Joining the firms Sheffield offices, you be working in a leading team specialising in the advice to private individuals and trustees on trust management, probate, and estate planning.
The Role
Joining the successful Private Client team, you will manage your own caseload and provide specialist estate administration advice, inheritance tax planning, capital gains and income tax related advice for estate periods.
Key Responsibilities
- Dealing with all aspects of probate and inheritance tax related advice.
- Dealing with correspondence and direct contact with clients.
- Engaging in business development activities and being active in the promotion of the firm and seeking opportunities for new work.
- Developing ongoing relationships with an existing client based
- Ensuring files are managed in compliance with Lexcel procedures
About You
- Qualified Chartered Legal Executive with 5 + years' experience within estate administration.
- Experience in trust administration is preferable.
- Strong technical ability and attention to detail
- Strong client care skills to provide pragmatic and cost-efficient advice.
- Enthusiastic, keen to develop self and team
What's in it for you?
- Competitive salary
- Agile Working
- Enhanced Family Friendly Benefits
- Generous holiday entitlement and holiday purchase scheme
- Private Medical Insurance
- Life Assurance scheme
- Group Income Protection
- Employee Assistance Programme
- Employee Wellness Initiatives
- Pension scheme
If you are interested in this Private Client Chartered Legal Executive role in Sheffield then please get in touch with Helen Mauborgne on 0113 467 9786 to find out more information or if you've a CV to hand, please submit this for review. To hear about other legal opportunities that we have available, please visit our website. Alternatively, if you know anybody who would be suitable for this role then please let them or us know as we offer a reward for successful referral. For full terms, please visit our website.
Please note our advertisements use PQE and salary level purely as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role.
Helen Mauborgne
Director