At a Glance
- Tasks: Manage diverse private client matters, including wills, trusts, and estate administration.
- Company: Reputable Somerset law firm with a strong local presence.
- Benefits: Competitive salary, supportive team, and opportunities for professional growth.
- Other info: Embrace diversity and build long-term client relationships in a collaborative environment.
- Why this job: Join a respected firm and work on complex, high-value cases that make a difference.
- Qualifications: Experience as a Private Client Solicitor or Chartered Legal Executive required.
The predicted salary is between 60000 - 70000 £ per year.
Yolk Recruitment is supporting a well-established and highly regarded Somerset law firm with the recruitment of a Wills, Tax & Trusts Lawyer to join its Private Client team in Wells. This is an excellent opportunity for an experienced Private Client Solicitor or Chartered Legal Executive who enjoys high-quality, complex work and wants to join a respected firm with a strong reputation across the local market.
You will be advising clients on a broad range of private client matters, including wills, tax planning, trusts, estate administration and powers of attorney. The quality of work is exceptional, often involving complex and high-value instructions, making this a brilliant opportunity for a Private Client Lawyer who wants to develop their technical expertise while delivering an empathetic and personal service to clients.
This is what you will be doing:
- Managing a varied caseload of private client matters, including wills, tax planning, trusts, estate administration and powers of attorney.
- Preparing and advising on all aspects of wills, including more complex and high-value instructions.
- Setting up and managing lifetime trusts, including overseeing annual tax returns and related administration.
- Managing estate and trust administration matters from instruction through to completion.
- Advising clients on inheritance tax planning, with a working knowledge of capital taxes.
- Managing a portfolio of clients for whom the firm holds Lasting Powers of Attorney, including property and financial affairs, and health and welfare matters.
- Keeping up to date with developments in private client law, taxation and compliance to ensure accurate and effective advice.
- Delivering high-quality, empathetic client care while building strong relationships with existing clients and professional referrers.
- Supporting business development by building rapport with local accountants, financial advisers, surveyors and other introducers, while actively attracting new clients.
The experience you will bring to the team:
- Experience as a Private Client Solicitor, Chartered Legal Executive or experienced Wills, Tax & Trusts Lawyer.
- Strong technical knowledge across wills, trusts, estate administration, tax planning and powers of attorney.
- A working knowledge of inheritance tax and capital taxes.
- Experience managing complex and high-value private client matters.
- Excellent client care skills, with the ability to provide sensitive, clear and empathetic advice.
- Strong communication skills and confidence building relationships with clients, professional referrers and local contacts.
- Good organisation, attention to detail and the ability to manage a busy caseload effectively.
- A proactive approach to business development and maintaining strong professional relationships.
This is what you will get in return:
- Competitive salary, dependent on experience.
- The opportunity to join a well-established and highly regarded Somerset law firm.
- High-quality private client work, including complex and high-value instructions.
- A supportive and collaborative Private Client team.
- Genuine scope to build long-term client relationships and develop your profile locally.
- The opportunity to work closely with accountants, financial advisers, surveyors and other professional referrers.
- A role based in Somerset with a respected firm that has a strong presence across the local market.
Are you up to the challenge? If you're a Private Client Lawyer, Wills, Tax & Trusts Lawyer, Solicitor or Chartered Legal Executive looking for a high-quality private client role in Wells, we'd love to hear from you. Apply today or get in touch to find out more.
Locations
Wills Trusts and Tax Lawyer in Bath, Somerset employer: Yolk Recruitment Limited
Join a well-established and highly regarded law firm in Somerset, where you will have the opportunity to work on high-quality, complex private client matters while being part of a supportive and collaborative team. The firm values employee growth, offering genuine scope to build long-term client relationships and develop your professional profile locally, all within a culture that champions diversity and inclusivity.
StudySmarter Expert Advice🤫
We think this is how you could land Wills Trusts and Tax Lawyer in Bath, Somerset
✨Get Involved in Law Societies
Join local law societies and attend their events – they're often a goldmine for networking and job opportunities in the legal field. Plus, it’s a great way to meet other budding lawyers and experienced solicitors who could provide vital insights and connections.
✨Tap into Online Legal Communities
Don’t underestimate the power of online platforms like LinkedIn and specific legal forums. Get active in discussions or share your thoughts on recent legal developments – this not only builds your visibility but also showcases your passion and knowledge in law.
✨Attend Career Fairs and Workshops
Look out for career fairs and workshops specifically focused on law. Many law firms, including Yolk Recruitment Limited, will be scouting for fresh talent, so bring your A-game and don’t shy away from making a memorable impression.
✨Leverage Your University’s Career Services
If you’re still in university or have recently graduated, latch onto your career services! They often have connections with law firms looking for graduates and can guide you through the application process tailored for the legal sector.
We think you need these skills to ace Wills Trusts and Tax Lawyer in Bath, Somerset
Some tips for your application 🫡
Highlight Your Legal Knowledge:When applying for a full-time role in legal services at Yolk Recruitment Limited, make sure to demonstrate your understanding of key legal principles and areas of law relevant to the position. Include any specific coursework, modules, or certifications, like LPC or BPTC qualifications, that showcase your legal expertise directly on your CV.
Showcase Your Research Skills:In the legal field, strong research skills are crucial. Use your application to illustrate how you've utilised these skills in past studies or work experiences – whether that's through past internships or significant projects. Mention any legal databases or tools you’re proficient in, as this can give you an edge.
Tailor That Cover Letter!:Your cover letter is your chance to shine! Make it personal by expressing your genuine interest in Yolk Recruitment Limited and the specific role of Wills Trusts and Tax Lawyer. Talk about why you want to be part of their team, how your unique experiences align with their values, and why you’re passionate about the legal sector.
Stay Formal but Friendly:While we all know the legal world can be pretty formal, don’t be afraid to let a bit of personality shine through in your written application. Use a respectful tone, but feel free to inject a little warmth; this approach can help you stand out and show you're a great fit for Yolk Recruitment Limited’s culture!
How to prepare for a job interview at Yolk Recruitment Limited
✨Know Your Legal Principles
Brush up on foundational legal principles relevant to the specific area of law you’re applying for, whether it’s corporate, criminal, or family law. We might get asked situational questions to test your knowledge, so being articulate about key concepts will make you stand out.
✨Be Ready for Case Studies
Full-time legal roles often involve case studies during interviews. Prepare to analyse a hypothetical case and discuss your approach to it. Practising this with a peer or mentor can help us refine our reasoning and articulate a solid legal argument.
✨Show Off Your Research Skills
As legal professionals, strong research skills are a must. Have examples ready of how you've effectively used legal databases or conducted thorough legal research in your past experiences. It's a great way to demonstrate your readiness for the role at Yolk Recruitment Limited.
✨Exude Professionalism and Confidence
In the legal field, professionalism is key. During the interview, we should maintain good eye contact and communicate clearly to show that we’re not just knowledgeable, but also confident. This can make a positive impression on your potential colleagues at Yolk Recruitment Limited.
