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For Companies At a Glance
- Tasks: Provide expert legal advice on wills, trusts, and tax planning for private clients.
- Company: Join a highly respected regional firm with a supportive and collaborative culture.
- Benefits: Enjoy a competitive salary, generous holiday, health cover, and professional development support.
- Why this job: Make a real impact by helping clients navigate complex legal matters with empathy.
- Qualifications: Strong experience in private client law and excellent communication skills required.
- Other info: Be part of a diverse team that champions inclusivity and offers great career growth.
The predicted salary is between 50000 - 70000 £ per year.
A highly respected regional firm is seeking an experienced Wills, Tax & Trusts Lawyer to join its Private Client team. This is a rare opportunity to work on complex, high value matters across wills, tax planning, trusts and powers of attorney, delivering exceptional service to a long standing and loyal client base.
The Role
- You'll provide expert legal advice across a wide range of private client matters, including:
- Drafting and advising on all aspects of wills
- Setting up and managing lifetime trusts, including annual trust tax returns
- Managing estate and trust administration
- Advising on inheritance tax planning, with strong working knowledge of all capital taxes
- Managing a portfolio of clients for whom the firm holds Lasting Powers of Attorney (property & financial affairs, and health & welfare)
- Staying up to date with developments in private client law, taxation and compliance
- Delivering high quality, empathetic client care and building strong relationships with clients and professional referrers
- Actively contributing to business development and attracting new clients
Candidate Requirements
- This role is suited to a Private Client specialist with:
- Strong experience in wills, trusts, tax planning and estate administration
- A solid understanding of capital taxes and inheritance tax planning
- Excellent communication skills and a compassionate, client centred approach
- Confidence managing a varied caseload of complex and high value matters
- Strong organisational skills and meticulous attention to detail
- The ability to build rapport with clients, accountants, financial advisers and other professionals
- A proactive approach to networking and business development
Benefits
- Competitive salary
- Generous holiday entitlement
- Discretionary bonuses
- Private health cover
- Company pension contributions
- Life insurance
- Paid professional fees
- Supportive, friendly and collaborative team environment
How to Apply
For a confidential discussion about this opportunity, please contact: Email: oliviareed@chadwicknott.co.uk Phone: 0117 917 1515 / 07711 799761
The firm is an equal opportunities employer and welcomes applications from all qualified candidates. Adjustments to the recruitment process can be made to support individual needs. 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 champion and celebrate diversity in the workplace.
Wills, Tax & Trusts Lawyer - Somerset employer: Chadwick Nott
Contact Detail:
Chadwick Nott Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wills, Tax & Trusts Lawyer - Somerset
✨Network Like a Pro
Get out there and connect with people in the legal field! Attend local events, join relevant groups, and don’t be shy about reaching out to professionals on LinkedIn. Building relationships can lead to job opportunities that aren’t even advertised.
✨Showcase Your Expertise
When you get the chance to chat with potential employers, make sure to highlight your experience in wills, trusts, and tax planning. Share specific examples of how you've helped clients in the past. This will show them you’re not just knowledgeable but also passionate about what you do!
✨Follow Up After Interviews
After an interview, don’t forget to send a quick thank-you email. It’s a simple way to express your appreciation and keep yourself fresh in their minds. Plus, it shows you’re genuinely interested in the role!
✨Apply Through Our Website
We encourage you to apply directly through our website for the best chance at landing that Wills, Tax & Trusts Lawyer position. It streamlines the process and ensures your application gets the attention it deserves!
We think you need these skills to ace Wills, Tax & Trusts Lawyer - Somerset
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Wills, Tax & Trusts Lawyer role. Highlight your experience in private client matters and any specific achievements that showcase your expertise in wills, trusts, and tax planning.
Craft a Compelling Cover Letter: Your cover letter should tell us why you're the perfect fit for this role. Share your passion for private client law and how your skills align with the firm's values and client care approach.
Showcase Your Communication Skills: Since excellent communication is key in this role, make sure your application reflects your ability to convey complex legal concepts clearly and empathetically. Use examples from your past experiences to illustrate this.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates regarding your application.
How to prepare for a job interview at Chadwick Nott
✨Know Your Stuff
Make sure you brush up on your knowledge of wills, trusts, and tax planning. Familiarise yourself with recent changes in private client law and capital taxes. This will not only help you answer questions confidently but also show your passion for the field.
✨Showcase Your Empathy
As a Wills, Tax & Trusts Lawyer, client care is key. Prepare examples of how you've provided compassionate support to clients in the past. This will demonstrate your ability to build strong relationships and your understanding of the sensitive nature of the work.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills. Think about complex cases you've handled and be ready to discuss your approach, the challenges faced, and the outcomes. This will highlight your experience and organisational skills.
✨Network Like a Pro
Since business development is part of the role, come prepared with ideas on how you can attract new clients. Share your thoughts on networking strategies and how you’ve successfully built rapport with other professionals in the past.
