At Fidler & Pepper, were more than just a workplace were a family-run business with over 100 years of heritage in the local community where people genuinely care. Our values are at the heart of all that we do, guiding how we work with our clients and with our colleagues. Professional, respectful, caring, and supportive arent just words to us theyre how we operate, every single day.
We believe that when people feel genuinely supported, they stay and our team is proof of that.
Our average length of service is over 7 years, and 17% of our colleagues have been with us for more than a decade. Several team members have even reached the remarkable milestone of 40+ years of service. That kind of loyalty reflects the culture weve built one based on respect, trust, and long-term relationships.
When you join us, you become part of a close-knit, collaborative team where your voice is heard, your contribution is valued, and your wellbeing matters. We work hard, support one another, and take pride in offering a service thats truly personal to our clients and to each other.
What youll get:
Hybrid & flexible working
31 days holiday (including bank holidays) which increases with service
Birthday afternoon off
Wellbeing days, personal development workshops & career pathways
Bonus scheme & competitive salary
35-hour working week (yep, less than most firms!)
A collaborative, down-to-earth team
Fun along the way with charity and annual Fun days
The role
You will provide expert advice on a range of private client matters, including Probate, Wills, Trusts, Inheritance Tax, LPAs and Deputyship. Working closely with the Private Client Legal & Strategic Leads, People Leads and other team members to ensure that all cases are managed efficiently and professionally. You will be confident working autonomously while also contributing to the growth and development of less experienced team members by helping to develop their technical skills, knowledge and confidence in handling private client matters. We foster a supportive, collaborative environment where learning and growth are encouraged.
This role will be based at our Regent Street office in Mansfield town centre and at our Low Street office in the centre of Sutton in Ashfield.
Key Tasks, Knowledge and Accountabilities
Manage a full and varied caseload of private client matters
Working on a variety of probate matters, including complex, high-value, and taxable estates
Prepare and submit probate applications (both online and paper) and IHT400 forms
Calculation of Inheritance Tax, Income Tax and Capital Gains Tax in estates
Draft detailed estate accounts, deal with the collection and distribution of assets, and handle cross-border elements where applicable
Experience with NRB trusts and their implementation and taxation
Experience with processes and documentation around NRB trusts and appointments and closures and the implications thereof
Liaise with executors, beneficiaries, HMRC, financial institutions, and the Probate Registry
Advising clients and families on all aspects of estate planning, including the structuring and preservation of wealth across generations and ensuring that they align with their personal, financial and family goals
Advising on and preparation of a variety of trusts, ensuring compliance with relevant legal and tax frameworks and that solutions are compliant, tax efficient and aligned with the clients long-term objectives
Keep up to date with changes in private client law, inheritance tax, and best practices
Ensure strict compliance with CLC and firm-wide procedures, including AML and data protection protocols
Provide empathetic and practical support to clients throughout the process
Support, mentor, and supervise junior team members, offering guidance, technical oversight, and feedback as needed
Person specification
Minimum of 4 years experience in private client law, specifically in Probate, Wills, Trusts, Inheritance Tax, LPAs and Deputyship. A formal qualification is advantageous
Proven ability to manage complex matters independently with minimal supervision
In-depth knowledge of inheritance tax reporting, estate taxation, and probate processes
Experience with international estates, trusts, or business succession matters
Experience supervising or mentoring others, formally or informally
A strong focus on customer service, with a natural ability to build rapport and provide empathy, respect and a responsive experience for clients.
Comfortable working under pressure, managing deadlines, and prioritising workloads
Proficient in legal case management systems and Microsoft Office
This role will be based at our Regent Street office in Mansfield town centre and at our Low Street office in the centre of Sutton in Ashfield.
Ready to Join Us?
If youre looking for a career where you feel valued, supported, and challenged, apply today! But dont waitthis vacancy may close earlier than the specified date once sufficient applications are received.
At Fidler & Pepper, we are committed to actively promoting and fostering an inclusive working environment, where everyone feels valued and we build relationships based on mutual respect and trust. In our community, employees are encouraged to contribute their unique perspectives and we strive to create a workplace where diversity is celebrated, embraced and embedded within our company values. Discrimination of any kind, has no place within our company culture.
We believe in creating a great place to work, as we know that a positive working environment helps us create a successful business. Happier staff give a better service, and a better service means happier clients. Fidler & Pepper supports every individual, providing the opportunity to develop in their career, thrive in their roles and reach their full potential within a supportive environment. Treating every employee as an individual is at the heart of Fidler & Pepper and we combine the business needs with the individuals needs and ambitions. By doing this we create a working environment where everyone can apply the best version of themselves to their time at work.
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