Trusts & Estates Solicitor – Bath – Estate Planning, Trusts & Tax
Location: Bath (Hybrid)
Type of Role: Permanent, Full-time
Salary: £55,000 – £70,000 (depending on experience)

A purpose driven and nationally recognised firm is seeking an experienced Solicitor to join its highly respected Trusts & Estates Team, working specifically within the Estate Planning, Trust and Tax groups. This is an excellent opportunity for someone looking to progress their career within a collaborative, values led environment.

The firm is known for its strong culture, sector expertise and commitment to doing the right thing for clients, communities and colleagues. With a national reputation in its specialist fields, the Trusts & Estates team offers high quality work, genuine development opportunities and a supportive, people focused environment.

The Role
You will work closely with specialists across the Trusts & Estates team, supporting the day to day management of trust and tax matters while handling your own caseload. Responsibilities include:

• Managing and supporting the firm’s trust caseload
• Drafting wills, trust documents and related estate planning instruments
• Preparing and reviewing trust accounts
• Maintaining strong relationships with trustees and beneficiaries, including those with additional needs
• Managing your own caseload with appropriate supervision
• Attending clients in the office and off site where required (including home visits)
• Working collaboratively across the team and wider firm
• Ensuring high standards of client care, communication and professional conduct
• Participating in team meetings, marketing initiatives and business development activities
• Maintaining ongoing professional development and technical knowledge

Candidate Requirements
This role is suited to a solicitor with:

• Experience in estate planning, trust administration and/or trust management
• Ability to work proactively with minimal supervision on straightforward matters
• Strong communication skills and excellent attention to detail
• Ability to prioritise workload and manage competing deadlines
• Confidence taking early responsibility and engaging directly with clients
• IT literacy across legal software and case management systems

Desirable:

• Experience working with vulnerable beneficiaries or under the Mental Capacity Act
• STEP membership (or student membership)

Personal Attributes

• Strong stakeholder engagement skills
• Solutions focused mindset with a drive to improve processes
• Excellent written and verbal communication
• Highly organised, with ownership of tasks and deadlines
• Adaptable, collaborative and supportive of colleagues
• Professional, empathetic and client centred approach

Benefits
The firm offers:

• A supportive, inclusive and values driven culture
• Hybrid working and a strong commitment to wellbeing
• Excellent benefits package focused on development and work life balance
• Opportunities to work with national experts across Trusts, Tax and Estate Planning
• Involvement in community, charity and responsible business initiatives
• A workplace committed to diversity, equity and inclusion

How to Apply

If this opportunity sounds of interest or you’d like a confidential conversation about your next career move, please contact:

Olivia Reed