Trusts & Estates Solicitor-Bath-Estate Planning,Trusts & Tax in Somerset

A purpose driven and nationally recognised firm is seeking an experienced Solicitor to join its highly respected Trusts & Estates Team, working specifically within the Estate Planning, Trust and Tax groups. This is an excellent opportunity for someone looking to progress their career within a collaborative, values led environment.

The firm is known for its strong culture, sector expertise and commitment to doing the right thing for clients, communities and colleagues. With a national reputation in its specialist fields, the Trusts & Estates team offers high quality work, genuine development opportunities and a supportive, people focused environment.

The Role

You will work closely with specialists across the Trusts & Estates team, supporting the day to day management of trust and tax matters while handling your own caseload. Responsibilities include:

• Managing and supporting the firm's trust caseload
• Drafting wills, trust documents and related estate planning instruments
• Preparing and reviewing trust accounts
• Maintaining strong relationships with trustees and beneficiaries, including those with additional needs
• Managing your own caseload with appropriate supervision
• Attending clients in the office and off site where required (including home visits)
• Working collaboratively across the team and wider firm
• Ensuring high standards of client care, communication and professional conduct
• Participating in team meetings, marketing initiatives and business development activities
• Maintaining ongoing professional development and technical knowledge

Candidate Requirements

This role is suited to a solicitor with:

• Experience in estate planning, trust administration and/or trust management
• Ability to work proactively with minimal supervision on straightforward matters
• Strong communication skills and excellent attention to detail
• Ability to prioritise workload and manage competing deadlines
• Confidence taking early responsibility and engaging directly with clients
• IT literacy across legal software and case management systems

Desirable:

• Experience working with vulnerable beneficiaries or under the Mental Capacity Act
• STEP membership (or student membership)

Personal Attributes

• Strong stakeholder engagement skills
• Solutions focused mindset with a drive to improve processes
• Excellent written and verbal communication
• Highly organised, with ownership of tasks and deadlines
• Adaptable, collaborative and supportive of colleagues
• Professional, empathetic and client centred approach

Benefits

The firm offers:

• A supportive, inclusive and values driven culture
• Hybrid working and a strong commitment to wellbeing
• Excellent benefits package focused on development and work life balance
• Opportunities to work with national experts across Trusts, Tax and Estate Planning
• Involvement in community, charity and responsible business initiatives
• A workplace committed to diversity, equity and inclusion

How to Apply

If this opportunity sounds of interest or you'd like a confidential conversation about your next career move, please contact: Olivia Reed at oliviareed@chadwicknott.co.uk or call 0117 917 1515 / 07711 799761.

The firm welcomes applications from all backgrounds and will make reasonable adjustments throughout the recruitment process.

At Chadwick Nott, we are committed to developing a diverse and inclusive culture as well as supporting our large client network achieve the same. We are an equal opportunities employer and encourage applications of all qualified candidates regardless of their age, sex, race, disability, sexual orientation, culture or anything other personal characteristic. We champion and celebrate diversity in the workplace.