Trusts & Estates Solicitor-Bath-Estate Planning,Trusts & Tax

Reference: ORJ921958157_1787665797Trusts & Estates Solicitor - Bath - Estate Planning, Trusts & TaxLocation: Bath (Hybrid)Type of Role: Permanent, Full-timeSalary: 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 RoleYou 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 caseloadDrafting wills, trust documents and related estate planning instrumentsPreparing and reviewing trust accountsMaintaining strong relationships with trustees and beneficiaries, including those with additional needsManaging your own caseload with appropriate supervisionAttending clients in the office and off site where required (including home visits)Working collaboratively across the team and wider firmEnsuring high standards of client care, communication and professional conductParticipating in team meetings, marketing initiatives and business development activitiesMaintaining ongoing professional development and technical knowledgeCandidate RequirementsThis role is suited to a solicitor with: Experience in estate planning, trust administration and/or trust managementAbility to work proactively with minimal supervision on straightforward mattersStrong communication skills and excellent attention to detailAbility to prioritise workload and manage competing deadlinesConfidence taking early responsibility and engaging directly with clientsIT literacy across legal software and case management systemsDesirable: Experience working with vulnerable beneficiaries or under the Mental Capacity ActSTEP membership (or student membership)Personal AttributesStrong stakeholder engagement skillsSolutions focused mindset with a drive to improve processesExcellent written and verbal communicationHighly organised, with ownership of tasks and deadlinesAdaptable, collaborative and supportive of colleaguesProfessional, empathetic and client centred approachBenefitsThe firm offers: A supportive, inclusive and values driven cultureHybrid working and a strong commitment to wellbeingExcellent benefits package focused on development and work life balanceOpportunities to work with national experts across Trusts, Tax and Estate PlanningInvolvement in community, charity and responsible business initiativesA workplace committed to diversity, equity and inclusionHow to ApplyIf this opportunity sounds of interest or you'd like a confidential conversation about your next career move, please contact: Olivia Reedð§ oliviareed@chadwicknott.co.ukð 0117 917 1515 / 07711 799761The firm welcomes applications from all backgrounds and will make reasonable adjustments throughout the recruitment process.*At Chadwick Nott, we are committed to developing a diverse and inclusive culture as well as supporting our large client network achieve the same.

We are an equal opportunities employer and encourage applications of all qualified candidates regardless of their age, sex, race, disability, sexual orientation, disability, culture or anything other personal characteristic.

We champion and celebrate diversity in the workplace. Where a level of experience is indicated, please note that this is only a guideline.*

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