At a Glance
- Tasks: Manage complex Wills, Probate, Tax & Trust cases and provide exceptional client service.
- Company: Established legal 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: Sheffield
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 Sheffield 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
- Manage a varied caseload of Wills, Probate, Tax & Trust matters, including:
- 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.
- Possess 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
What we offer?
- 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 Sheffield employer: Flint Bishop
Join our esteemed Wills, Probate, Tax & Trusts team in Sheffield, 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 Sheffield
✨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. Share specific examples of how you've delivered high-quality legal advice and exceptional client service.
✨Tip Number 3
Be proactive! If you see a role that fits your skills, don’t wait for the perfect moment. Apply through our website and follow up with a friendly email expressing your enthusiasm. It shows initiative and can set you apart from other candidates.
✨Tip Number 4
Prepare for interviews by brushing up on your technical knowledge. Be ready to discuss the latest trends in Wills, Probate, Tax & Trusts, and think about how you can contribute to the growth of the department. Confidence and knowledge go hand in hand!
We think you need these skills to ace Partner - Wills, Probate, Tax & Trusts in Sheffield
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the role of Partner in Wills, Probate, Tax & Trusts. Highlight your relevant experience and skills that match the job description, especially your ability to manage complex caseloads and deliver high-quality legal advice.
Craft a Compelling Cover Letter:Your cover letter should tell us why you're the perfect fit for our team. Share specific examples of your past work in Wills, Probate, Tax & Trusts, and how you've contributed to team success. Don't forget to show your enthusiasm for joining StudySmarter!
Showcase Your Client Care Skills:Since client care is key in this role, make sure to highlight your exceptional communication skills and any experiences where you've built strong relationships with clients. We want to see how you can maintain high standards of professionalism and client service.
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
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 specific cases you've managed and the complexities involved. This shows 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 handled difficult situations. This will demonstrate your commitment to maintaining high standards of professionalism.
✨Be Proactive in Your Approach
During the interview, express your proactive management style. Share instances where you took the initiative to improve processes or support junior team members. This aligns with their need for someone who can contribute positively to the team.
✨Engage in Business Development Talk
Be ready to discuss your experience with business development initiatives. Whether it’s preparing training sessions or managing client relationships, showing that you can contribute to growing the department will set you apart from other candidates.
