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, 27 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 50000 - 60000 € per year.
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 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).
- 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.
- 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 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 Senior Associate, you will not only manage a diverse caseload but also play a pivotal role in mentoring junior colleagues, ensuring your professional growth alongside theirs. With competitive salaries, generous holiday allowances, and a commitment to career development, we offer an exceptional environment for those seeking meaningful and rewarding legal careers.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Associate - 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 professionals for a chat over coffee.
✨Tip Number 2
Show off your expertise! When you get the chance to meet potential employers or clients, share your knowledge about complex estate administration or inheritance tax planning. This will not only demonstrate your skills but also build trust.
✨Tip Number 3
Be proactive in following up! After interviews or networking events, send a quick thank-you email. It keeps you fresh in their minds and shows your enthusiasm for the role. Plus, it’s a great way to reinforce those strong working relationships.
✨Tip Number 4
Apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, it shows you’re genuinely interested in being part of our team!
We think you need these skills to ace Senior Associate - Wills, Probate, Tax & Trusts in Sheffield
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Senior Associate role. Highlight your experience in Wills, Probate, Tax & Trusts, and showcase any complex cases you've managed. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about this area of law and how your skills align with our firm's objectives. Remember, we love a proactive and collaborative approach!
Showcase 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 gone above and beyond for clients. We want to know how you build strong relationships!
Apply Through Our Website:Don't forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. We can’t wait to see what you bring to the table!
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 your team. This aligns perfectly with the firm’s ethos of collaboration and growth.
✨Ask Insightful Questions
Prepare thoughtful questions about the department's goals and challenges. This not only shows your interest in the role but also your strategic thinking. It’s a great way to demonstrate that you’re already considering how you can contribute to their success.
