Solicitor – Estate Planning

RGM Partners; Stoke-on-Trent; Hybrid; GBP 40,000 - 58,000; Full time

Benefits offered by this job

Flexible hybrid working

Generous annual leave

Birthday off

Company pension

Tailored learning and development

Mental health support

Social and community programme

Job summary

RGM Partners invites applications for a newly qualified Solicitor to join the Estate Planning team. You will develop specialist expertise across estate administration, Wills, LPAs and Trusts while working with high-net-worth individuals and business owners.

You will gain hands-on experience and support from experienced colleagues, collaborating across a multidisciplinary team to deliver a seamless client service.

Qualifications

• Newly qualified solicitor or equivalent qualifications with practical experience.
• Interest in developing expertise in Estate Planning.
• Exposure to Wills, Trusts, Probate and Estate Administration is preferred.
• Strong written and verbal communication skills.
• Excellent attention to detail and client focus.
• Confident in working directly with clients and building relationships.

Responsibilities

• Manage a varied portfolio of estate administration matters.
• Draft high-quality Wills and support LPAs and Trust documentation.
• Collaborate with multidisciplinary teams to provide a seamless client service.
• Maintain accurate client and case records using electronic systems.
• Build trusted relationships with high-net-worth individuals and business owners.
• Assist senior colleagues on complex matters.

Skills

Estate planning

Private client work

Wills & LPAs

Client communication

Attention to detail

Team collaboration

Tools

Case management software

Job description

Permanent | Competitive Salary + Benefits

An exciting opportunity has arisen for a newly qualified Solicitor to join a growing and experienced Estate Planning team within a progressive professional services environment.

This is an excellent opportunity for an ambitious solicitor at the beginning of their career who is looking to develop specialist expertise across estate administration, Wills, Lasting Powers of Attorney and Trusts, while working with high-net-worth individuals and business owners.

You'll benefit from hands-on experience, support from experienced senior colleagues and the opportunity to build your confidence and technical expertise within a collaborative, multidisciplinary team.

The Role

As a Solicitor within the Estate Planning team, you'll manage a varied caseload while receiving guidance and support from experienced colleagues.

You'll work directly with clients on important personal and financial matters, helping them structure and protect their estates while ensuring documentation is prepared accurately and tailored to their individual circumstances.

The wider multidisciplinary environment also provides the opportunity to collaborate with professionals from across the business, giving you broader exposure and allowing you to deliver a joined-up service to clients.

Key Responsibilities

• Manage a varied portfolio of estate administration matters
• Manage attorney and trust files with support and guidance from senior colleagues
• Draft high-quality Wills
• Prepare Lasting Powers of Attorney (LPAs)
• Draft and support the preparation of Trust documentation
• Work with high-net-worth individuals and business owners
• Understand clients' individual circumstances and provide appropriately tailored support
• Maintain accurate and organised client and case records
• Manage matters using electronic case management systems
• Build strong, trusted relationships with clients
• Work closely with senior colleagues on more complex matters
• Collaborate with professionals across a multidisciplinary team to provide a seamless client experience
• Maintain high standards of accuracy, professionalism and client care

About You

We're looking for a motivated solicitor who is keen to develop their career within Estate Planning and Private Client work.

You'll ideally have:

• Be a newly qualified Solicitor, or possess equivalent qualifications and relevant practical experience
• An interest in developing specialist expertise within Estate Planning
• Exposure to or an interest in Wills, Trusts, Probate and Estate Administration
• Strong written and verbal communication skills
• Excellent attention to detail
• Confidence working directly with clients
• The ability to build trusted relationships with high-net-worth individuals and business owners
• Strong organisational and case-management skills
• Confidence using electronic case management systems
• A collaborative and team-oriented approach
• A genuine desire to learn, develop and build your technical expertise

This position could be particularly well suited to a newly qualified solicitor who has completed a Private Client, Wills & Probate, Trusts or Estate Planning seat during their training and is now looking to specialise in this area.

What's on Offer

• Flexible hybrid working
• Generous annual leave allowance
• Additional day off for your birthday
• Company pension
• Tailored learning and development
• Health and wellbeing initiatives
• Mental health support
• Active social and community programme
• Hands-on support from experienced senior professionals
• Clear opportunity to develop specialist Estate Planning expertise and progress your legal career