At a Glance
- Tasks: Manage complex Wills, Probate, Tax & Trust cases with minimal supervision.
- Company: Established law firm with a strong focus on client care and professional development.
- Benefits: Competitive salary, bonus potential, 27 days holiday, and career growth opportunities.
- Other info: Enjoy a great working environment with social events and staff discounts.
- Why this job: Join a dynamic team and make a real impact in clients' lives through expert legal advice.
- Qualifications: Qualified Solicitor or Chartered Legal Executive with significant experience in Wills and Probate.
The predicted salary is between 50000 - 60000 € per year.
Department: Wills, Probate, Tax & Trusts (North)
Location: Leeds
We are currently seeking to recruit an experienced Wills, Probate, Tax & Trusts Senior Associate 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.
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. This is a full-time position reporting directly to the Head of Wills, Probate, Tax & Trusts (North).
Key Responsibilities
- Provide general advice to clients on all aspects of Wills, Probate, Tax & Trust processes.
- Prepare all types of Wills.
- Deal with high-value estate administration.
- Plan for inheritance tax.
- Advise on risks of death, divorce, or bankruptcy in respect of lifetime gifting.
- Set up and administer trusts.
- Support senior members of the team on more complex matters.
- Provide technical support and supervision to junior fee-earners, including allocation and sign-off of work where required.
- Ensure matters are kept up to date within relevant systems and developments are communicated appropriately.
- Record all time in the Tikit system, including non-billable activities.
- Support departmental audits as required.
- Take 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
- 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 Derby head offices
- Career development opportunities
- 27 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
Senior Associate - 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 Senior Associate, you will benefit from competitive salaries, generous holiday allowances, and ample career development opportunities, all while working in a vibrant environment that values exceptional client service and professional growth. Our commitment to employee well-being is reflected in our social events, staff discounts, and a proactive approach to work-life balance.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Associate - 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 professionals for a chat over coffee.
✨Tip Number 2
Show off your expertise! Prepare a portfolio of your past cases and successes. When you get the chance to meet potential employers or clients, share your experiences and how you’ve tackled complex issues in Wills and Probate.
✨Tip Number 3
Practice makes perfect! Before any interviews, do some mock sessions with friends or mentors. Focus on articulating your experience in managing complex caseloads and delivering exceptional client service – it’s what they want to hear!
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and engaged with our firm’s mission in Wills, Probate, Tax & Trusts.
We think you need these skills to ace Senior Associate - Wills, Probate, Tax & Trusts in Leeds
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the role of Senior Associate in Wills, Probate, Tax & Trusts. Highlight your relevant experience and skills that match the job description, especially your ability to manage complex caseloads and provide high-quality legal advice.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our team. Mention specific experiences that demonstrate your client care skills and proactive approach, and don’t forget to show your enthusiasm for joining StudySmarter.
Showcase Your Communication Skills:Since exceptional communication is key in this role, make sure your written application reflects that. Use clear and concise language, and ensure there are no typos or grammatical errors. This will show us you can communicate complex legal concepts effectively.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team at StudySmarter!
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, and Trusts. Be ready to discuss specific cases you've handled and the complexities involved. This will show that you’re not just familiar with the theory but have real-world experience.
✨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 how you managed difficult situations. This is crucial as the role demands a strong client-focused ethos.
✨Demonstrate Leadership Potential
Since the role involves supervising junior members, be prepared to discuss your approach to mentoring and supporting others. Share experiences where you’ve guided colleagues or contributed to team development, showcasing your collaborative spirit.
✨Engage in Business Development Talk
Familiarise yourself with the firm’s business development initiatives. Be ready to discuss how you can contribute to managing client experiences and any ideas you have for attracting new clients. This shows you’re proactive and aligned with the firm's growth objectives.
