Lifetime Planning Solicitor

Yolk Recruitment; Stroud; On-site; GBP 60,000 - 90,000; Full time

Benefits offered by this job

Flexible working arrangements andhybri

25 days' annual leave

Holiday purchase and sale scheme

Competitive pension

Life assurance

Gym membership contribution

Career development opportunities

Employee rewards scheme

Supportive and collaborative working环境

Job summary

Yolk Legal is recruiting a Lifetime Planning Solicitor for its Private Client team, with roles available in Gloucester or Stroud. You will advise clients on lifetime planning, estate protection, and related matters, building trusted relationships for long-term client care.

The firm values client service, professional development and a collaborative culture, offering hybrid working, ample leave and a supportive environment to grow a lasting legal career in Lifetime Planning.

Qualifications

• Qualified solicitor with Lifetime Planning / Private Client experience.
• Experience advising on Wills, Trusts and LPAs.

Responsibilities

• Advise clients on Wills, Trusts and Lasting Powers of Attorney.
• Provide succession and estate planning advice.
• Build and maintain relationships with clients and referrers.
• Support business development and networking.
• Mentor junior team members and contribute to team growth.

Skills

Lifetime Planning

Private Client

Wills & Trusts

LPAs

Client-focused

Education

Qualified solicitor in Lifetime Planning/Private Client

Job description

Lifetime Planning Solicitor

Location: Gloucester / Stroud
Salary: Dependent on experience
Start Date: ASAP

About the Opportunity

Yolk Legal is delighted to be supporting a well-established and growing law firm with the appointment of a Lifetime Planning Solicitor to join its Private Client team in either Gloucester or Stroud.

This is an excellent opportunity to join a firm with ambitious plans for its Lifetime Planning offering, working alongside an established team and advising clients on some of the most important decisions they will make for themselves, their families and their businesses.

The firm places a strong emphasis on client relationships, quality of service and developing its people, making this an attractive opportunity for a solicitor looking to build a long-term career within Lifetime Planning.

The Role

You will advise a broad range of individuals, families and business owners on their future planning and asset protection needs.

The role will involve taking a holistic approach to each client, understanding their wider circumstances and objectives and providing clear, practical advice tailored to their individual needs.

Your responsibilities will include:

• Advising clients on Wills, Trusts and Lasting Powers of Attorney.
• Advising on succession and estate planning.
• Identifying wider planning requirements and potential risks for clients.
• Building and maintaining strong relationships with clients and professional referrers.
• Developing and maintaining a strong professional network.
• Contributing to business development and networking activity.
• Supporting and mentoring more junior members of the team.
• Playing an active role in the continued development of the firm's Lifetime Planning offering.

About You

We are looking for a qualified solicitor with experience in Lifetime Planning / Private Client work who is confident dealing directly with clients and wants to develop their career within a growing team.

You will ideally be:

• Experienced in Lifetime Planning, with a good grounding in Wills, Trusts and LPAs.
• Client-focused, approachable and able to build strong, trusted relationships.
• Comfortable explaining complex legal matters in a clear and accessible way.
• Commercially aware and able to understand the wider needs of clients.
• Proactive in developing relationships and professional networks.
• A strong communicator with good emotional intelligence.
• Collaborative and supportive in your approach.
• Keen to contribute to business development and the growth of the wider team.

The firm is particularly interested in individuals who take a holistic approach to client service and want to build lasting relationships rather than simply dealing with individual instructions.

What's on Offer?

You will join a supportive and ambitious legal team with a strong focus on professional development and long-term career progression.

The firm offers:

• Flexible working arrangements and hybrid working.
• Minimum of 25 days' annual leave.
• Holiday purchase and sale scheme.
• Competitive pension.
• Life assurance.
• Gym membership contribution.
• Career development opportunities.
• Employee rewards scheme.A supportive and collaborative working environment.

Yolk Recruitment is an equal opportunities employer and embraces diversity in our workforce. We employ the best people for the job at hand and actively encourage applications from all qualified candidates, regardless of gender, age, race, religion, sexual orientation, disability, educational background, parental status, gender identity or any other protected characteristic. We champion and celebrate diversity at Yolk, allowing our team to bring their whole selves to work.