Solicitor – Trusts & Estates – Bath – PQE Dependent – Bath

Wagstaff Recruitment; Bath; Hybrid; GBP 50,000 - 75,000; Full time

Benefits offered by this job

Profit Share Scheme

Cycle to Work Scheme

Private Medical Insurance

Life Assurance (4x salary)

Pension Scheme

28 days’ holiday (plus UK statutory)

CSR day

Hybrid working

Mindful Business Charter signatory

Job summary

Chadwick Nott is seeking a Solicitor to join its Trusts and Estates team in Bath, working within Estate Planning, Trust and Tax. The role involves managing a varied caseload with supervision where appropriate and attending clients in the office or at home.

The successful candidate will have experience in estate planning and trust administration, strong communication skills, and the ability to prioritise workloads. Hybrid working is available, with a competitive salary of £50,000 to £75,000 DOE.

Qualifications

• Qualified solicitor with estate planning and trust administration experience.
• Ability to work with minimal supervision on straightforward matters.
• Excellent communication and workload prioritisation.
• High attention to detail.
• Confident taking early responsibility and managing client relationships.
• IT literacy across legal software.

Responsibilities

• Support day-to-day management of the firm’s trust caseload.
• Draft wills and trust documents.
• Prepare and review trust accounts.
• Maintain relationships with trustees and beneficiaries.
• Manage own caseload with supervision as needed.
• Attend clients in office or at home.
• Collaborate with the team and wider firm.
• Communicate promptly with colleagues and clients.
• Maintain CPD and develop specialist knowledge.
• Uphold firm standards and values.
• Attend team meetings and contribute to preparation.
• Support marketing and business development activities.

Skills

Estate planning experience

Trust administration

Client relationship management

Attention to detail

Education

Qualified solicitor

Tools

Legal software

Job description

Solicitor – Trusts & Estates – Bath – PQE Dependent
Location: Bath
Type of Role: Permanent, Full-time (Hybrid working available)
Salary: £50,000 to £75,000 (DOE)

A respected and purpose driven national law firm is seeking a Solicitor to join its highly regarded Trusts and Estates Team, working specifically within the Estate Planning, Trust and Tax teams. This is an excellent opportunity for an individual looking to progress their career within a collaborative, values led environment where people, purpose and professional development are genuinely prioritised.

The Role

You’ll be responsible for supporting the Trust and Tax team and managing a varied caseload, including:

• Supporting the day to day management of the firm’s trust caseload
• Drafting wills and trust documents
• Preparing and reviewing trust accounts
• Maintaining strong relationships with trustees and beneficiaries, including those who are vulnerable or require additional support
• Managing your own caseload effectively and proactively (with supervision where appropriate)
• Attending clients in the office or at home where required
• Working collaboratively within the team and wider firm
• Communicating promptly and effectively with colleagues and clients
• Maintaining CPD requirements and developing specialist knowledge
• Upholding firm standards, procedures and core values
• Attending team meetings and contributing to preparation
• Supporting marketing and business development activities

Candidate Requirements

This role is suited to a qualified solicitor with:

• Experience in estate planning and trust administration/management
• Ability to work proactively with minimal supervision on straightforward matters
• Excellent communication skills and strong workload prioritisation abilities
• High attention to detail
• Confidence taking early responsibility and managing client relationships
• IT literacy across legal software

Desirable

• Experience with the Mental Capacity Act and vulnerable beneficiaries
• STEP membership (including student membership)

Personal Attributes

• Strong stakeholder engagement skills
• Solutions focused mindset with a drive to improve processes
• Excellent organisation and ownership of tasks
• Clear written and verbal communication skills
• Adaptability and a collaborative, team first approach

Benefits

The firm offers:

• Competitive salary
• Profit Share Scheme
• Cycle to Work Scheme
• Private Medical Insurance
• Life Assurance (4x salary)
• Pension Scheme
• 28 days’ holiday (plus UK statutory holidays)
• Additional CSR day per year
• Hybrid working and a strong commitment to wellbeing (Mindful Business Charter signatory)

The firm is an equal opportunities employer and welcomes applications from all qualified candidates. Adjustments to the recruitment process can be made to support individual needs. Diversity, equity and inclusion are central to the firm’s culture, and reasonable adjustments are available throughout the recruitment process.

*At Chadwick Nott, we are committed to developing a diverse and inclusive culture as well as supporting our large client network achieve the same. We are an equal opportunities employer and encourage applications of all qualified candidates regardless of their age, sex, race, disability, sexual orientation, disability, culture or anything other personal characteristic. We champion and celebrate diversity in the workplace. Where a level of experience is indicated, please note that this is only a guideline.*

Job Tenure: Permanent and Full‑Time
Salary: £50000 – £75000 per annum
Location: Bath, Somerset