Overview
In this role you will join a respected Trusts and Estates team in Bath to develop expertise in estate planning, trusts, and tax within a collaborative, inclusive culture. You will manage a varied caseload, draft sophisticated documents, and prepare trust accounts while building strong relationships with clients, trustees, and beneficiaries. The position emphasizes professional growth, technical excellence, and delivering outstanding client service in a forward-thinking firm. This hybrid role offers work‑life balance and opportunities for meaningful impact within a supportive legal team.
Pay / Benefits
- excellent benefits
- ongoing learning
- career progression opportunities
- hybrid working
- supportive, forward-thinking team
Responsibilities
- Manage a diverse caseload covering wills, trusts, and estate administration
- Draft high-quality legal documents and prepare trust accounts with precision
- Build and maintain relationships with clients, trustees, and beneficiaries
- Collaborate with colleagues and pursue personal development and technical excellence
Key requirements
- Qualified Solicitor with private client experience
- Strong communication, organisation, and attention to detail
- Proactive, solutions-focused mindset and commitment to excellent client service
- STEP membership or experience with vulnerable clients advantageous
- strong communication
- organisation
- attention to detail
- estate planning
- trust administration
- drafting wills and trusts
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