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For Companies At a Glance
- Tasks: Support clients with estate planning, wills, trusts, and wealth management.
- Company: Join a top national law firm known for its expertise in estate planning.
- Benefits: Enjoy hybrid working, 25 days holiday, well-being support, and paid volunteering days.
- Why this job: Be part of a collaborative team making a real impact on clients' lives.
- Qualifications: 2+ years PQE in estate planning; experience with high-net-worth individuals preferred.
- Other info: Opportunity for career growth in a supportive and inclusive environment.
The predicted salary is between 36000 - 60000 £ per year.
Are you a passionate estate planning lawyer looking to take the next step in your career? We’re working with a highly regarded national law firm to recruit a skilled Solicitor or Legal Executive to join their growing Wills, Trusts & Estate Planning team in Sheffield. This team is known for its depth of expertise in protecting client wealth and managing complex estates, often involving high-net-worth individuals and cross-border matters. This is a fantastic opportunity to join a collaborative and supportive team that values technical excellence, care, and forward-thinking legal solutions.
What You’ll Be Doing
- Supporting clients through a full range of estate planning services, including:
- Advising on, drafting, and executing wills
- Creating and administering trusts (for family, property, or investment purposes)
- Advising on asset structuring, tax efficiency, and long-term wealth management
- Succession planning for family businesses and high-value estates
- Supporting colleagues and collaborating across complex, high-value matters
About You
- You’re a client-focused and technically confident estate planning lawyer with:
- 2+ years PQE as a Solicitor or Legal Executive in private client or estate planning work
- Experience advising HNW individuals (estates of £1m+ desirable)
- Strong exposure to wills, LPAs, trusts, and inheritance tax planning
- Ideally, a STEP qualification or ambition to obtain it
- A commercial mindset, with a track record or appetite for building client and referrer relationships
- A collaborative, compassionate approach to legal services
Why Apply?
- This role offers the chance to join a firm where your contribution is genuinely valued, and your career can flourish. In addition to interesting, meaningful work, you’ll enjoy:
- Hybrid working – 2 days office, 3 remote
- 25 days holiday plus bank holidays (with option to buy more)
- Comprehensive well-being and mental health support
- Westfield Health & Aviva Digital GP access
- Two fully paid volunteering days annually
- A strong commitment to social impact, DEI, and environmental responsibility
- Clear development pathways in a recognised ‘Best Workplace for Wellbeing’
If you’re looking for a friendly and inclusive environment where you can do meaningful work that supports individuals and families long-term, we’d love to hear from you. Apply now or get in touch for a confidential conversation.
Solicitor/Legal Executive – Estate Planning employer: Lynx Employment Services Ltd
Contact Detail:
Lynx Employment Services Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Solicitor/Legal Executive – Estate Planning
✨Tip Number 1
Network with professionals in the estate planning field. Attend legal seminars, workshops, or local bar association events to meet potential colleagues and mentors who can provide insights into the role and possibly refer you to opportunities.
✨Tip Number 2
Familiarise yourself with the latest trends and changes in estate planning law, especially those affecting high-net-worth individuals. This knowledge will not only boost your confidence but also demonstrate your commitment to staying current in the field during interviews.
✨Tip Number 3
Consider reaching out to current employees at the firm for informational interviews. This can give you valuable insights into the company culture and expectations, and it shows your genuine interest in the position.
✨Tip Number 4
Prepare to discuss specific cases or experiences where you've successfully managed complex estate planning matters. Highlighting your practical experience will help you stand out as a candidate who can contribute immediately to the team.
We think you need these skills to ace Solicitor/Legal Executive – Estate Planning
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in estate planning, particularly your work with high-net-worth individuals and your understanding of wills, trusts, and inheritance tax planning. Use specific examples to demonstrate your expertise.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for estate planning and your client-focused approach. Mention your ambition to obtain a STEP qualification if you don't already have one, and explain how your skills align with the firm's values and needs.
Highlight Relevant Experience: In your application, emphasise your 2+ years PQE as a Solicitor or Legal Executive. Detail your experience advising on asset structuring and succession planning, and how you've successfully collaborated on complex matters.
Showcase Your Soft Skills: Don't forget to mention your collaborative and compassionate approach to legal services. Provide examples of how you've built relationships with clients and referrers, as this is crucial for the role.
How to prepare for a job interview at Lynx Employment Services Ltd
✨Showcase Your Technical Knowledge
As a Solicitor or Legal Executive in estate planning, it's crucial to demonstrate your understanding of wills, trusts, and inheritance tax planning. Be prepared to discuss specific cases or scenarios where you've successfully advised clients, especially high-net-worth individuals.
✨Emphasise Client-Focused Approach
Highlight your experience in building relationships with clients and your commitment to providing compassionate legal services. Share examples of how you've supported clients through complex estate planning processes, showcasing your ability to listen and respond to their needs.
✨Demonstrate Collaborative Skills
Since the role involves working within a team, be ready to discuss your collaborative experiences. Talk about how you've worked with colleagues on complex matters and how you value teamwork in achieving the best outcomes for clients.
✨Express Your Ambition for Professional Development
Mention your interest in obtaining a STEP qualification if you haven't already. This shows your commitment to continuous learning and professional growth, which aligns with the firm's values of technical excellence and forward-thinking solutions.