Estate Planning Solicitor

Estate Planning Solicitor

Sheffield Full-Time 42000 - 60000 Β£ / year (est.) No home office possible
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At a Glance

  • Tasks: Support clients with estate planning, including wills, trusts, and asset structuring.
  • Company: Join Dunnebier, a friendly and inclusive law firm in Sheffield.
  • Benefits: Enjoy hybrid working, 25 days holiday, well-being support, and paid volunteering days.
  • Why this job: Make a meaningful impact while developing your career in a supportive environment.
  • Qualifications: 2+ years PQE in private client work and experience with high-net-worth clients required.
  • Other info: Opportunity for STEP qualification and clear career development pathways.

The predicted salary is between 42000 - 60000 Β£ per year.

We are seeking a Solicitor or Legal Executive to join the Wills, Trusts & Estate Planning team in Sheffield. This is a full-time, permanent position offering hybrid working (2 days in the office, 3 days remote). Salary: Circa Β£52,000+ (DOE, minimum 2+ PQE).

About the Role

  • Support clients with estate planning services, including:
  • Advising on, drafting, and executing wills
  • Creating and managing trusts
  • Advising on asset structuring, tax efficiency, and wealth management
  • Succession planning for high-net-worth estates
  • Collaborating on complex, high-value cases

About You

  • Client-focused estate planning lawyer with:
  • 2+ years PQE as a Solicitor or Legal Executive in private client work
  • Experience advising HNW clients (estates of Β£1m+ preferred)
  • Strong knowledge of wills, LPAs, trusts, and inheritance tax planning
  • Possession or ambition for STEP qualification
  • A commercial mindset and relationship-building skills
  • A collaborative and compassionate approach

Why Apply?

  • This role offers meaningful work in a supportive environment, with benefits including:
  • Hybrid working (2 days in-office, 3 remote)
  • 25 days holiday plus bank holidays (option to buy more)
  • Well-being and mental health support
  • Health and GP benefits
  • Paid volunteering days
  • Commitment to social impact, DEI, and sustainability
  • Clear career development pathways

If you’re interested in joining a friendly, inclusive firm where your contributions are valued, apply now or contact us for a confidential discussion.

Estate Planning Solicitor employer: Dunnebier Print & Marketing

Dunnebier is an exceptional employer that prioritises a supportive and inclusive work culture, offering meaningful opportunities for professional growth in the field of estate planning. With a hybrid working model, generous holiday allowance, and a commitment to employee well-being, you will thrive in an environment that values your contributions while making a positive social impact. Join our Sheffield team to advance your career in a firm dedicated to excellence and client-focused service.
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Contact Detail:

Dunnebier Print & Marketing Recruiting Team

StudySmarter Expert Advice 🀫

We think this is how you could land Estate Planning Solicitor

✨Tip Number 1

Network with professionals in the estate planning field. Attend legal seminars, workshops, or local bar association events to meet potential colleagues and mentors who can provide insights into the role and possibly refer you.

✨Tip Number 2

Familiarise yourself with the latest trends and changes in estate planning laws and regulations. This will not only enhance your knowledge but also demonstrate your commitment to staying updated during interviews.

✨Tip Number 3

Prepare to discuss specific cases or scenarios where you've successfully advised high-net-worth clients. Highlight your problem-solving skills and how you tailored solutions to meet their unique needs.

✨Tip Number 4

Showcase your soft skills, such as empathy and communication, during any interactions with the firm. Estate planning often involves sensitive discussions, so demonstrating your ability to connect with clients is crucial.

We think you need these skills to ace Estate Planning Solicitor

Estate Planning Expertise
Wills and Trusts Drafting
Asset Structuring Knowledge
Tax Efficiency Strategies
High-Net-Worth Client Advisory
Succession Planning
Legal Research Skills
Attention to Detail
Client Relationship Management
Communication Skills
Negotiation Skills
STEP Qualification (or ambition to obtain)
Collaborative Approach
Compassionate Client Interaction

Some tips for your application 🫑

Tailor Your CV: Make sure your CV highlights your relevant experience in estate planning, particularly your work with high-net-worth clients. Emphasise your 2+ years PQE and any specific cases that showcase your skills in wills, trusts, and inheritance tax planning.

Craft a Compelling Cover Letter: Write a cover letter that reflects your passion for estate planning and your client-focused approach. Mention your ambition for STEP qualification and how your collaborative mindset aligns with the firm's values.

Showcase Relevant Skills: In your application, clearly outline your knowledge of asset structuring and tax efficiency. Provide examples of how you've successfully managed complex cases or collaborated with colleagues to achieve positive outcomes for clients.

Proofread and Edit: Before submitting your application, take the time to proofread and edit your documents. Ensure there are no typos or grammatical errors, as attention to detail is crucial in the legal profession.

How to prepare for a job interview at Dunnebier Print & Marketing

✨Know Your Stuff

Make sure you brush up on your knowledge of wills, trusts, and inheritance tax planning. Be prepared to discuss specific cases or scenarios where you've successfully advised clients, especially high-net-worth individuals.

✨Show Your Client Focus

Demonstrate your client-focused approach by sharing examples of how you've built relationships with clients in the past. Highlight your ability to understand their needs and provide tailored solutions.

✨Highlight Your Collaborative Skills

Since the role involves working on complex cases, be ready to talk about your experience collaborating with colleagues or other professionals. Share instances where teamwork led to successful outcomes for clients.

✨Express Your Ambition

If you're aiming for STEP qualification, make sure to mention it during the interview. Discuss your plans for professional development and how they align with the firm's commitment to career growth.

Estate Planning Solicitor
Dunnebier Print & Marketing
Location: Sheffield
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