At a Glance
- Tasks: Manage high-value estates and provide expert legal advice in Wills, Probate, Tax & Trusts.
- Company: Established law firm with a strong focus on client care and professional development.
- Benefits: Competitive salary, bonus potential, 30 days holiday, and career growth opportunities.
- Other info: Enjoy a great working environment and social events with colleagues.
- Why this job: Join a dynamic team and make a real impact in the legal field.
- Qualifications: Qualified Solicitor or Chartered Legal Executive with significant experience in Wills and Probate.
The predicted salary is between 60000 - 80000 £ per year.
Department: Wills, Probate, Tax & Trusts (North)
Location: Leeds
We are currently seeking to recruit an experienced Wills, Probate, Tax & Trusts Partner to join our established Wills, Probate, Tax & Trusts team in the North, based at our Leeds office. The successful candidate will possess substantial post‑qualification experience and the ability to manage a complex caseload with minimal supervision, while contributing to the Firm’s strategic objective of growing and developing the department.
This is a full‑time position reporting directly to the Head of Wills, Probate, Tax & Trusts (North). The role involves responsibility for a significant and varied caseload of Wills, Probate, Tax and Trust matters, including the administration of high‑value and complex estates. The successful candidate will be expected to deliver high‑quality legal advice and exceptional client service, maintaining the highest standards of professionalism and client care at all times.
You will liaise directly with clients, professional contacts and third parties, building and maintaining strong working relationships and ensuring matters are progressed efficiently and effectively. In addition, the role requires providing technical guidance, supervision and ongoing support to more junior members of the team, assisting in their professional development and ensuring the continued delivery of excellent service standards across the department.
The successful candidate will demonstrate a proactive and collaborative approach, together with a strong client‑focused ethos and a willingness to support colleagues and contribute positively to the wider team.
Key Responsibilities
- Providing general advice to clients on all aspects of Wills, Probate, Tax & Trust processes;
- Preparing all types of Wills;
- Dealing with high‑value estate administration;
- Inheritance tax planning;
- Advising on risks of death, divorce, or bankruptcy in respect of lifetime gifting;
- Setting up and administering trusts;
- Supporting senior members of the team on more complex matters;
- Providing technical support and supervision to junior fee‑earners, including allocation and sign‑off of work where required;
- Ensuring matters are kept up to date within relevant systems and developments are communicated appropriately;
- Recording all time in the Tikit system, including non‑billable activities;
- Supporting departmental audits as required;
- Taking on additional tasks as reasonably required by the Head of Wills, Probate, Tax & Trusts (North).
Assisting Management
- Attend monthly fee‑earner meetings and contribute as a senior member of the team;
- Attend regular one‑to‑one meetings with the Head of Department to report on departmental priorities and financial performance;
- Work proactively with the Head of Department to support team performance and development;
- Monitor team capacity and assist with effective delegation of work where required.
Business Development
- Take an active role in managing the client experience and attend client meetings where necessary;
- Support the renewal process for existing clients to ensure a proactive and seamless approach;
- Prepare and deliver external training sessions for prospective and existing clients;
- Contribute to business development initiatives and report on related activity to senior management.
Skills, Knowledge And Expertise
You will:
- Be a qualified Solicitor or Chartered Legal Executive with significant experience running your own Wills, Probate, Tax & Trusts files with minimal supervision.
- Exceptional verbal and written communication skills, with the ability to communicate complex legal concepts to clients and stakeholders.
- Possess exceptional client care skills.
- Be highly motivated and able to add value to the role.
- Be able to demonstrate proactive management of matters.
- Possess networking and client development skills.
Disclosure will be required in the event that a position is offered.
Benefits
- Competitive salary
- Bonus potential
- Life insurance
- Great working environment at our Leeds offices
- Career development opportunities
- 30 days holiday plus bank holidays
- Options to buy & sell 1 week’s holiday
- 1 week’s holiday carry over
- Extra day off for your birthday
- Staff card discount scheme for local shops
- Social days and evenings on the firm
- Monthly food on the firm for all staff
- Staff discounts on legal services
Leeds Wills, Probate & Trusts Partner - High-Value Estates employer: Flint Bishop
Join our esteemed Wills, Probate, Tax & Trusts team in Leeds, where we pride ourselves on fostering a collaborative and supportive work culture. As a partner, you will enjoy competitive salaries, generous holiday allowances, and ample opportunities for career development, all while working in a vibrant office environment that values exceptional client service and professional growth.
StudySmarter Expert Advice🤫
We think this is how you could land Leeds Wills, Probate & Trusts Partner - High-Value Estates
✨Tip Number 1
Network like a pro! Get out there and connect with people in the Wills, Probate, Tax & Trusts field. Attend local events, join relevant groups, and don’t be shy about reaching out to potential contacts on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Showcase your expertise! When you get the chance to chat with potential employers or during interviews, make sure to highlight your experience with high-value estates and complex cases. Share specific examples of how you've delivered exceptional client service and managed challenging situations.
✨Tip Number 3
Be proactive in your job search! Don’t just wait for job postings to appear. Reach out directly to firms you admire, like ours, and express your interest in joining their team. A personal touch can go a long way in making you stand out from the crowd.
✨Tip Number 4
Utilise our website! We often post exclusive job opportunities that might not be advertised elsewhere. Keep an eye on our careers page and apply directly through it to ensure your application gets the attention it deserves. Plus, it shows you're genuinely interested in being part of our team!
We think you need these skills to ace Leeds Wills, Probate & Trusts Partner - High-Value Estates
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter to highlight your experience in Wills, Probate, Tax & Trusts. We want to see how your skills align with the role, so don’t hold back on showcasing your relevant achievements!
Showcase Your Client Care Skills:Since client care is key for us, include examples of how you've delivered exceptional service in your previous roles. This will help us see your proactive approach and commitment to maintaining high standards.
Be Clear and Concise:When writing your application, keep it straightforward and to the point. Use clear language to communicate your qualifications and experiences, as we appreciate clarity and professionalism in all communications.
Apply Through Our Website:We encourage you to submit your application through our website. It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at Flint Bishop
✨Know Your Stuff
Make sure you brush up on your knowledge of Wills, Probate, Tax & Trusts. Be ready to discuss complex cases you've handled and how you managed them. This shows you can handle the high-value estates they'll throw your way.
✨Showcase Your Client Care Skills
Prepare examples that highlight your exceptional client care skills. Think about times when you went above and beyond for a client or resolved a tricky situation. This role is all about building strong relationships, so let them see how you excel in this area.
✨Demonstrate Leadership Potential
Since you'll be providing guidance to junior team members, come prepared with examples of how you've mentored or supported others in your previous roles. This will show that you're not just a great lawyer but also a team player who can help develop the department.
✨Be Proactive and Collaborative
During the interview, express your proactive approach to managing caseloads and working with colleagues. Share instances where you took the initiative to improve processes or support team performance. They want someone who can contribute positively to the wider team!
