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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 high-quality work on complex cases.
- Other info: Opportunity for career growth and building long-term client relationships.
- Why this job: Develop your expertise while providing empathetic service to clients.
- 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.
Wills Trusts and Tax Lawyer in Wells 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 Wells
✨Tip Number 1
Network like a pro! Get out there and connect with local accountants, financial advisers, and other professionals. Building relationships can lead to referrals and new clients, which is key in the private client sector.
✨Tip Number 2
Show off your expertise! Attend seminars or workshops related to wills, trusts, and tax planning. Not only will you learn something new, but you'll also position yourself as a knowledgeable resource in your field.
✨Tip Number 3
Be proactive in following up! After meeting potential clients or referrers, drop them a quick email or message to keep the conversation going. It shows you're interested and helps you stay top of mind.
✨Tip Number 4
Apply through our website! We make it easy for you to find opportunities that match your skills. Plus, it’s a great way to show your enthusiasm for joining our team at Yolk Recruitment.
We think you need these skills to ace Wills Trusts and Tax Lawyer in Wells
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to highlight your experience in wills, trusts, and tax law. We want to see how your skills match the specific requirements of the role, so don’t be shy about showcasing your relevant achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about private client work and how your background makes you a perfect fit for our team. Keep it personal and engaging – we love to see your personality come through.
Showcase Your Client Care Skills: Since this role involves delivering empathetic client care, make sure to highlight any experiences where you've successfully built relationships with clients. We value strong communication skills, so share examples that demonstrate your ability to 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 the easiest way for us to keep track of your application and ensures you’re considered for this exciting opportunity!
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. Familiarise yourself with recent changes in private client law and be ready to discuss how these might impact your clients. This shows that you're not just qualified but also proactive about staying informed.
✨Show Empathy
As a Wills, Tax & Trusts Lawyer, you'll be dealing with sensitive matters. During the interview, demonstrate your ability to provide empathetic client care. Share examples of how you've built strong relationships with clients and handled complex situations with compassion.
✨Prepare for Scenario Questions
Expect scenario-based questions where you might need to outline how you'd handle specific cases. Think about past experiences where you managed high-value instructions or complex estate matters, and be ready to explain your thought process and decision-making.
✨Network Like a Pro
Since business development is key, come prepared with ideas on how you can build rapport with local accountants and financial advisers. Discuss any previous networking successes and how you plan to attract new clients to the firm. This will show your proactive approach to growing the practice.