Estate Planing Solicitors - In-house

JR United Kingdom; Bristol; On-site; GBP 40,000 - 60,000; Full time

Job summary

A legal services firm seeks an experienced estate planning solicitor to join their team in Bristol. The role involves managing complex cases, such as Wills and Trusts, while engaging with clients and providing tailored advice. Ideal candidates will have a legal qualification and proven expertise in estate planning. Offers a flexible working environment and opportunities for professional development.

Benefits

Flexible working environment

Competitive pension scheme

Ongoing professional development

Qualifications

• You must be a qualified Estate Planning professional.
• You should have experience managing complex matters involving Wills, Trusts, and LPAs.
• You need excellent drafting skills and meticulous attention to detail.

Responsibilities

• Manage a varied caseload of complex Estate Planning matters.
• Engage with clients via telephone and email.
• Ensure accurate and efficient record-keeping using case management systems.
• Mentor junior colleagues and contribute to team development.

Skills

Estate Planning expertise

Tax knowledge in England and Wales

Client relationship management

Organizational abilities

Drafting skills

Education

Solicitor or chartered legal executive qualification

CILEX or TEP accreditation

Job description

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Client:

Hays

Location:

bristol, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

2

Posted:

26.08.2025

Expiry Date:

10.10.2025

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Job Description:

Your new firmOur client is looking for estate planning solicitors to join their technical Estate Planning team within their growing Legal Services team.
Your new roleIn this role, you'll manage a varied caseload of complex Estate Planning matters, including Wills, Trusts, and LPAs, from initial instruction through to completion. You'll work to clear, client-focused targets, engaging with clients primarily via telephone and email to deliver tailored advice and support.Using the firm's case management system, you'll ensure accurate and efficient record-keeping, while collaborating closely with a growing team of specialists who provide both legal and administrative support. As part of your day-to-day responsibilities, you'll also have the opportunity to mentor junior colleagues, sharing your expertise and contributing to the team's ongoing development.
What you'll need to succeedYou will be a qualified and experienced Estate Planning professional - whether as a solicitor, chartered legal executive, or through CILEX or TEP accreditation - with a strong foundation in managing complex matters involving Wills, Trusts, and LPAs.You'll bring deep knowledge of the tax systems in England and Wales, meticulous drafting skills, and the ability to navigate sensitive client needs with precision and care. With a proactive mindset and excellent organisational abilities, you'll thrive in a remote setting, building meaningful client relationships and contributing to a collaborative, growth-focused team.
What you'll get in returnThis is a unique opportunity to join a respected and purpose-driven Private Client team, known across the region for its compassionate approach and deep expertise in Estate Planning matters.
The role offers the chance to make a meaningful impact within a values-led organisation that prioritises fairness, integrity, and community connection.With a highly flexible working environment - including generous remote options and hybrid arrangements - this position suits both full-time and part-time lawyers, whether you're already rooted in the area or exploring a move to a more balanced lifestyle. You'll benefit from ongoing professional development, personalised coaching, and a supportive culture, alongside a competitive pension scheme and exclusive client discounts.
What you need to do now
If you are interested in this role or are looking for further information, please do not hesitate to contact us. If this job isn't right for you, but you are looking for a new job, please feel free to get in touch for a confidential discussion on your career. We would expect a lawyer with the given PQE to have gained the level of experience required, but this does not preclude applications from those with more or less PQE.

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