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For Companies At a Glance
- Tasks: Manage complex estates and advise clients on succession planning and inheritance tax.
- Company: Respected law firm with a strong reputation in Devon.
- Benefits: Supportive culture, training opportunities, and a focus on quality work.
- Why this job: Join a collaborative team and make a real impact in wealth management.
- Qualifications: Experience in trusts and estate work; STEP qualification is a plus.
- Other info: Office-based role in Exeter with excellent career development prospects.
The predicted salary is between 36000 - 60000 £ per year.
Our client is a respected law firm with a strong reputation across Devon and beyond. Their Wealth Management Team advises business owners, farmers, and high-net-worth clients on succession planning and estate matters.
They are now looking for a detail-focused lawyer to support existing clients and help the team grow further.
What You’ll Do
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Handle a varied caseload within the Tax, Trusts, and Succession team
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Manage the administration of complex and high-value estates
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Draft Wills, trusts, and related documents
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Advise clients on succession planning and inheritance tax
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Work closely with senior lawyers, supported by paralegals and administrators
What We’re Looking For
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Experience in succession planning, inheritance tax, trusts, and estate work
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Strong communication and teamwork skills
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STEP qualification (or working towards it) is desirable
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A client-first approach, with the ability to work calmly under pressure
What You’ll Bring
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Commitment to excellence and client care
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A commercial mindset and ability to meet financial targets
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Dedication to developing your legal knowledge and supporting colleagues
Why Join Our Client?
Our client values people as their greatest asset. They provide a supportive, collaborative culture and invest in training and development. Their values of quality work, steady growth, and happy teams are at the heart of the firm.
Location: Exeter (Office-based)
Hours: 36.25 per week
Contract: Full Time, Permanent
Salary: On Application
Please get in touch if you would like more information about this role or send your CV via the form below in complete confidence and we will get back to you.
If you would prefer to talk to us in the first instance, please get in touch About Us – Legal Southwest
Discover more about who we are and what it’s like to work with us. Visit our LinkedIn page; Legal Southwest Ltd | LinkedIn
Legal Southwest will never, without exception, send out your CV without your prior knowledge or consent so please be assured that we treat every application with the utmost confidentiality.
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Solicitor/Legal Exec – Wealth Management employer: Legal Southwest
Contact Detail:
Legal Southwest Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Solicitor/Legal Exec – Wealth Management
✨Tip Number 1
Network like a pro! Reach out to your connections in the legal field, especially those who work in wealth management. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of succession planning and inheritance tax. We want you to shine when discussing your experience and how it aligns with the firm’s needs.
✨Tip Number 3
Showcase your teamwork skills! During interviews, share examples of how you’ve collaborated with others in high-pressure situations. This will highlight your client-first approach and ability to support colleagues.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets the attention it deserves. Plus, we’re here to help you every step of the way!
We think you need these skills to ace Solicitor/Legal Exec – Wealth Management
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the role of Solicitor/Legal Exec in Wealth Management. Highlight your experience in succession planning, trusts, and estate work, as these are key areas for this position.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about wealth management and how your skills align with the firm's values. Don’t forget to mention your client-first approach!
Showcase Your Teamwork Skills: Since teamwork is crucial in this role, be sure to include examples of how you've successfully collaborated with others in previous positions. This will show us that you can thrive in our supportive culture.
Apply Through Our Website: We encourage you to apply through our website for a smooth application process. It’s the best way for us to receive your details and get back to you quickly!
How to prepare for a job interview at Legal Southwest
✨Know Your Stuff
Make sure you brush up on your knowledge of succession planning, inheritance tax, and trusts. Familiarise yourself with recent changes in legislation and be ready to discuss how they might impact clients. This will show that you're not just a candidate, but someone who genuinely cares about the field.
✨Showcase Your Communication Skills
Since this role involves advising clients, it's crucial to demonstrate your strong communication skills during the interview. Practice explaining complex legal concepts in simple terms. You could even prepare a few examples of how you've successfully communicated with clients in the past.
✨Team Player Vibes
Highlight your teamwork skills by sharing experiences where you've collaborated effectively with colleagues. The firm values a supportive culture, so showing that you can work well with others will definitely score you some points. Think of specific instances where you contributed to a team’s success.
✨Client-First Mindset
Prepare to discuss how you prioritise client needs and maintain a calm demeanour under pressure. Share examples of how you've gone above and beyond for clients in previous roles. This will align perfectly with the firm's commitment to excellence and client care.
