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- Tasks: Manage diverse private client matters, including wills, trusts, and estate administration.
- Company: Join a respected Somerset law firm with a strong local reputation.
- Benefits: Competitive salary, supportive team, and opportunities for professional growth.
- Other info: Embrace diversity and be part of a dynamic team focused on high-quality client care.
- Why this job: Work on complex cases and build meaningful client relationships in a collaborative environment.
- Qualifications: Experience as a Private Client Solicitor or Chartered Legal Executive required.
The predicted salary is between 65000 - 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.
Wills Trusts and Tax Lawyer in Bath employer: Yolk Recruitment Limited
Contact Detail:
Yolk Recruitment Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wills Trusts and Tax Lawyer in Bath
✨Network Like a Pro
Get out there and connect with people in the legal field! Attend local events, join professional groups, and don’t be shy about reaching out to other lawyers. Building relationships can lead to referrals and job opportunities that aren’t even advertised.
✨Showcase Your Expertise
When you get the chance to chat with potential employers or during interviews, make sure to highlight your experience with complex wills, trusts, and tax planning. Share specific examples of how you've helped clients navigate tricky situations – it’ll show you know your stuff!
✨Follow Up After Interviews
After an interview, don’t just sit back and wait! Send a quick thank-you email to express your appreciation for the opportunity. It’s a great way to keep yourself on their radar and shows you’re genuinely interested in the role.
✨Apply Through Our Website
We’ve got loads of opportunities listed on our website, so make sure to check it out regularly. Applying directly through us not only makes it easier for you but also helps us keep track of your application. Plus, we love seeing familiar names!
We think you need these skills to ace Wills Trusts and Tax Lawyer in Bath
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the specific skills and experiences that match the Wills, Tax & Trusts Lawyer role. Highlight your expertise in private client matters and any relevant qualifications to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your background makes you the perfect fit for our team. Keep it personal and engaging!
Showcase Your Client Care Skills: Since this role involves delivering empathetic client care, be sure to include examples of how you've successfully built relationships with clients in the past. We love seeing how you connect with people!
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of being noticed. It’s quick and easy, and we can’t wait to see your application come through!
How to prepare for a job interview at Yolk Recruitment Limited
✨Know Your Stuff
Make sure you brush up on your knowledge of wills, trusts, and tax planning. Be prepared to discuss complex cases you've handled in the past, as well as any recent changes in private client law that could affect your advice.
✨Show Empathy
As a Wills, Tax & Trusts Lawyer, client care is key. Think about how you can demonstrate your ability to provide sensitive and clear advice during the interview. Share examples of how you've built strong relationships with clients in the past.
✨Be Organised
With a busy caseload, organisation is crucial. Prepare to discuss your methods for managing multiple cases effectively. You might even want to bring a sample of your case management system or tools to show how you keep everything on track.
✨Network Like a Pro
This role involves building relationships with local professionals. Think about how you can showcase your networking skills during the interview. Have examples ready of how you've successfully collaborated with accountants, financial advisers, or other referrers in the past.