At a Glance
- Tasks: Manage complex Wills, Probate, Tax & Trust cases and provide exceptional client service.
- Company: Established law firm with a strong focus on 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 clients' lives.
- Qualifications: Qualified Solicitor or Chartered Legal Executive with significant experience.
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).
- 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.
- 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.
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
Partner - Wills, Probate, Tax & Trusts in Leeds 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 not only manage a diverse caseload but also play a pivotal role in mentoring junior colleagues, ensuring their professional growth while delivering exceptional client service. With competitive salaries, generous holiday allowances, and a vibrant office environment, we are committed to your career development and well-being.
StudySmarter Expert Advice🤫
We think this is how you could land Partner - Wills, Probate, Tax & Trusts in Leeds
✨Tip Number 1
Network like a pro! Get out there and connect with people in the Wills, Probate, Tax & Trusts field. Attend industry events, join relevant groups on LinkedIn, and don’t be shy about reaching out to potential contacts. 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 managing complex caseloads and delivering exceptional client service. Share specific examples that demonstrate your skills and how you can add value to their team.
✨Tip Number 3
Prepare for interviews by researching the firm thoroughly. Understand their values, recent cases, and any news related to their Wills, Probate, Tax & Trusts department. This will not only help you answer questions but also show your genuine interest in joining their team.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us. So, get your application in and let’s see if you’re the right fit for our Leeds office!
We think you need these skills to ace Partner - Wills, Probate, Tax & Trusts in Leeds
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 exceptional client care is key for us, include examples of how you've successfully managed client relationships in the past. This will help us see your client-focused ethos in action!
Be Clear and Concise:When writing your application, keep it clear and to the point. Use straightforward language to explain your qualifications and experiences, as we appreciate clarity just as much as you do!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity in our Leeds office!
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're not just experienced but also confident in your expertise.
✨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 will demonstrate your commitment to maintaining high standards of professionalism.
✨Be Proactive and Collaborative
During the interview, express your proactive approach to managing caseloads and supporting junior team members. Share instances where you contributed positively to team dynamics or helped colleagues develop their skills.
✨Engage in Business Development Talk
Be ready to discuss your ideas for business development initiatives. Whether it's client retention strategies or training sessions you've conducted, showing that you can contribute to the firm's growth will set you apart from other candidates.
