Pensions Trusts Associate – Discretionary Trusts Expert

Irwin Mitchell; Sheffield; Hybrid; GBP 50,000 - 70,000; Full time

Benefits offered by this job

25 days holidays plus bank holidays

Flexible pension schemes

Paid volunteering days

Health membership refunds

Well-being initiatives

Job summary

A national law firm is seeking an experienced Trusts Lawyer to join their pensions team in Sheffield. The candidate will advise on discretionary trusts for insurer clients, assess beneficiary claims, and contribute to trustee decision-making. Applicants should have a strong background in trusts and a pragmatic approach to decision-making. The role offers extensive benefits, including flexible working options and generous leave entitlements.

Qualifications

• Experience in trusts, contentious or quasi-contentious trusts, or private client disputes.
• Ability to provide practical advice in sensitive cases.
• Experience working with or alongside institutional clients.

Responsibilities

• Advise on death in service discretionary trusts for insurer clients.
• Assess beneficiary claims and factual evidence.
• Support trustee decision-making with clear documentation.
• Collaborate within a pensions team and maintain client relationships.

Skills

Trusts expertise

Analytical skills

Client relationship management

Discretionary decision-making

Education

Legal qualifications (Trusts Lawyer or Legal Executive)

Job description

A national law firm is seeking an experienced Trusts Lawyer to join their pensions team in Sheffield. The candidate will advise on discretionary trusts for insurer clients, assess beneficiary claims, and contribute to trustee decision-making. Applicants should have a strong background in trusts and a pragmatic approach to decision-making. The role offers extensive benefits, including flexible working options and generous leave entitlements.