Solicitor/Legal Exec – Wealth Management

Legal Southwest; Exeter; On-site; GBP 125,000 - 150,000; Full time

Job summary

A respected law firm in Exeter is seeking a detail-oriented lawyer to support their Wealth Management Team. Responsibilities include managing a varied caseload in Tax, Trusts, and Succession, advising clients, and drafting legal documents. Ideal candidates will have experience with succession planning and trust work, along with strong communication skills. This full-time, office-based position offers a supportive and collaborative work environment.

Benefits

Supportive and collaborative culture

Investment in training and development

Qualifications

• Experience in succession planning, inheritance tax, trusts, and estate work.
• Ability to work calmly under pressure and committed to client care.
• Dedication to developing legal knowledge and supporting colleagues.

Responsibilities

• Handle a varied caseload within the Tax, Trusts, and Succession team.
• Manage the administration of complex and high-value estates.
• Draft Wills, trusts, and related documents.
• Advise clients on succession planning and inheritance tax.

Skills

Succession planning

Inheritance tax

Trusts and estate work

Strong communication

Teamwork skills

Education

STEP qualification (or working towards it)

Job description

Our client is a respected law firm with a strong reputation across Devon and beyond. Their Wealth Management Team advises business owners, farmers, and high-net-worth clients on succession planning and estate matters.

They are now looking for a detail-focused lawyer to support existing clients and help the team grow further.

What You’ll Do

• Handle a varied caseload within the Tax, Trusts, and Succession team

• Manage the administration of complex and high-value estates

• Draft Wills, trusts, and related documents

• Advise clients on succession planning and inheritance tax

• Work closely with senior lawyers, supported by paralegals and administrators

What We’re Looking For

• Experience in succession planning, inheritance tax, trusts, and estate work

• Strong communication and teamwork skills

• STEP qualification (or working towards it) is desirable

• A client-first approach, with the ability to work calmly under pressure

What You’ll Bring

• Commitment to excellence and client care

• A commercial mindset and ability to meet financial targets

• Dedication to developing your legal knowledge and supporting colleagues

Why Join Our Client?

Our client values people as their greatest asset. They provide a supportive, collaborative culture and invest in training and development. Their values of quality work, steady growth, and happy teams are at the heart of the firm.

Location: Exeter (Office-based)

Hours: 36.25 per week

Contract: Full Time, Permanent

Salary: On Application

Please get in touch if you would like more information about this role or send your CV via the form below in complete confidence and we will get back to you.

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