Wills and Trust Case Manager

4 weeks ago


Bristol, United Kingdom TSR Legal Recruitment Full time

We’re looking for a wills and trust case manager to join our client’s estate planning team.

This firm is committed to providing an exceptional client experience and the opportunity to build a rewarding career with them. In this role, you’ll write wills and manage incoming cases end-to-end, communicating with clients over the phone to advise onthe best products and services to suit their individual needs. We’ll also look to you to mentor and support more junior members of the team. This is a fantastic opportunity to build on your skills and join the fast-growing business.

**What you’ll do**
- review estate planning documents (including lifetime trusts) and advise clients around their estate planning needs, including matters relating to tax and trust administration
- work closely with clients and other key third parties throughout each case to progress each case through to completion
- draft various estate planning documents and complete forms relating to trust administration
- mentor and supervise more junior members of the team
- accurately maintain client records and correspondence on our systems to ensure all compliance and regulatory standards are met

**Why this firm?**

With this firm, you’ll do work that matters. They are a commercial organisation with a purpose beyond profit. You’ll also get a package that includes:

- competitive salary
- coaching, training and support to help you develop
- pension with up to 10% employer contributions
- annual incentive scheme
- 28 days holiday (rising to 32 in line with service)
- Wagestream - a money management app that gives you access to a percentage of your pay as you earn it


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