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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 enjoy a collaborative work environment.
- Why this job: Work on complex cases while building meaningful client relationships.
- Qualifications: Experience in private client law and strong communication skills required.
The predicted salary is between 70000 - 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
Contact Detail:
Yolk Recruitment 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
Showcase your expertise! Attend local events or workshops related to wills, trusts, and tax planning. This not only boosts your profile but also demonstrates your commitment to staying updated in the field.
✨Tip Number 3
Practice your pitch! Be ready to explain your experience and how you can help potential clients. A clear, confident introduction can make all the difference when meeting new contacts.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to reach out directly.
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 planning. 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 law 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 provided sensitive and clear advice. We want to know how you build relationships with clients and professional referrers!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands. Plus, it shows us you’re keen on joining our fantastic team at StudySmarter!
How to prepare for a job interview at Yolk Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of wills, trusts, and tax planning. Familiarise yourself with the latest developments in private client law and be ready to discuss complex cases you've handled. This will show that you're not just experienced but also proactive about staying informed.
✨Show Empathy
As a Wills, Tax & Trusts Lawyer, client care is crucial. Prepare to demonstrate your ability to provide sensitive and clear advice. Think of examples where you've built strong relationships with clients and how you’ve navigated difficult conversations with empathy.
✨Be Organised
With a varied caseload, organisation is key. Bring along a planner or notes that outline how you manage your workload effectively. Discuss your strategies for prioritising tasks and ensuring nothing falls through the cracks, especially when dealing with high-value instructions.
✨Network Like a Pro
Business development is part of the role, so think about how you can build rapport with local professionals. Prepare to talk about your experience in attracting new clients and maintaining relationships with accountants and financial advisers. Show that you’re not just a lawyer but also a connector in the community.