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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 in a collaborative environment with excellent career prospects.
- Why this job: Work on high-quality, complex cases while building meaningful client relationships.
- 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.
Wills Trusts and Tax Lawyer 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
✨Tip Number 1
Network like a pro! Get out there and connect with local accountants, financial advisers, and other professionals in the field. Building relationships can lead to referrals and job opportunities that aren't even advertised.
✨Tip Number 2
Show off your expertise! Attend industry events or webinars related to wills, trusts, and tax law. Not only will you learn something new, but you'll also meet potential employers who value ongoing education and professional development.
✨Tip Number 3
Be proactive! Reach out directly to firms you're interested in, even if they haven't posted a job opening. A well-crafted email expressing your interest and highlighting your skills can make a lasting impression.
✨Tip Number 4
Apply through our website! We make it easy for you to find and apply for roles that match your skills. Plus, it shows you're serious about joining our team and helps us get to know you better right from the start.
We think you need these skills to ace Wills Trusts and Tax Lawyer
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Wills, Tax & Trusts Lawyer role. Highlight your experience with private client matters, especially in wills and trusts, to show us you’re the right fit for our team.
Craft a Compelling Cover Letter: Your cover letter should tell us why you’re passionate about this role and how your skills align with what we’re looking for. Share specific examples of your work that demonstrate your expertise in complex private client matters.
Showcase Your Client Care Skills: We value empathy and strong communication in our team. Use your application to illustrate how you've provided sensitive and clear advice to clients in the past, as this is crucial for building relationships in our firm.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this fantastic opportunity with our respected Somerset law firm.
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 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 genuinely interested in the field.
✨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 handled difficult situations with clients in the past, highlighting your communication skills and emotional intelligence.
✨Prepare for Scenario Questions
Expect scenario-based questions where you might need to advise on complex cases. Think about specific examples from your experience where you've successfully managed high-value instructions or complex estate matters. This will help you showcase your problem-solving skills and technical expertise.
✨Network Like a Pro
Since business development is key, be prepared to discuss how you would build relationships with local accountants and financial advisers. Have a few ideas ready on how you can attract new clients and maintain strong professional connections. This shows you're proactive and ready to contribute to the firm's growth.