Private Client Lawyer - Trusts Advisor

Porter Dodson; Taunton; Hybrid; GBP 30,000 - 40,000; Full time

Job summary

Porter Dodson, a prominent law firm, is hiring a Legal Advisor for its Trusts team in Taunton. This hybrid role offers varied responsibilities in managing a caseload while expanding client relations in a supportive work environment. Ideal candidates will have experience in trust administration and exceptional interpersonal skills. The firm values development and career progression.

Benefits

Flexible Working

Extra Day of Holiday for your Birthday

Pension Scheme(s)

Life Assurance

Eye Tests

Flu Jabs

Legal Support

Charity fundraising involvement

Qualifications

• Experience in trust administration.
• Ability to manage own caseload.
• Enthusiastic and ambitious attitude.

Responsibilities

• Support and expand the firm’s client base.
• Manage a caseload with supervision from a Partner.
• Adopt efficient working practices.

Skills

Interpersonal skills

Commercial application of the law

Team player

Education

1-3 years PQE

Job description

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About Porter Dodson

Porter Dodson is an award-winning Top 200 UK Law Firm, providing commercial and private legal services to individuals and businesses across Somerset, Devon and Dorset.

We're proud of a regional presence that gives clients the local connections and friendly in-person service they love. Being embedded in our local communities and market sectors gives our clients a superb service grounded in the real world.

What makes Porter Dodson a great place to work is our people and our culture. Our team are the lifeblood of the firm, and we are fully committed to ensuring our team are motivated, well cared for, and fulfilling their potential at work. Our people are our priority, which is why we have such excellent staff retention rates and how we have sustained a gold accreditation from Investors in People since 2016.

The Role

We have a unique opportunity for a Legal Advisor in our Trusts team to assist with the current busy workload. Offering interesting and varied work, this position will play a key role in supporting and expanding the Firm’s client base and new referrals in this area of the practice whilst adopting efficient working practices to ensure commercial objectives are met or surpassed. This role can be hybrid with a mixture of home and office working, with flexibility to work across our 7 offices in the South West.

In addition to your private client enthusiasm and expertise, we are looking for a team player who values every member of the team and wider firm and their contribution to the success of Porter Dodson. We have a unique offering at PD where we have the benefit of being a larger firm but pride ourselves on having maintained the flexibility, collaborative nature and welcoming environment of a smaller firm.

About You

Joining our reputable private client department, this role would best suit someone who can demonstrate sound knowledge and a commercial application of the law and practice in this area. Ideally 1-3 years PQE (as a guide only), with a private client background and trust administration experience, the successful candidate must be able to manage their own caseload with supervision from a Partner. We believe someone with great trusts experience who may not be a qualified solicitor may also be a good fit for this role, so if you feel as though you have the right background, we will welcome an application from you.

You will be ambitious, pro-active, and enthusiastic, with excellent interpersonal skills. The right candidate will have a growth mindset with the ability to see the bigger picture.

Porter Dodson offers genuine development opportunities for those who are motivated and flourish in an environment where contribution and commitment is opportunity for career development and progression within a transparent and structured framework.

The Benefits

In addition to a competitive salary, you will also get:

• Flexible Working
• Extra Day of Holiday for your Birthday
• Pension Scheme(s)
• Life Assurance
• Eye Tests
• Flu Jabs
• Legal Support
• Opportunities to get involved with charity fundraising, sports teams and office socials

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Legal and Accounting/Auditing

• Industries

  Trusts and Estates and Law Practice

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