Private Client Trusts Solicitor, Legal Advisor

Porter Dodson

Private Client Trusts Solicitor assisting the Trusts team in managing workload and expanding client base. Ensuring efficient practices while handling trust administration and compliance in a flexible work environment.

Posted 5/12/2026full-timeSouth West • 🇬🇧 United KingdomMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Assist with the current busy workload in the Trusts team
Support and expand the Firm’s client base and new referrals
Adopt efficient working practices to ensure commercial objectives are met
Trust creation and advice
Trust administration and compliance
Managing Trust assets
Advice on taxation
Asset management and investment
Beneficiary communication and education

Requirements

What you’ll need

Sound knowledge and a commercial application of the law and practice in this area
Private client background and trust administration experience
Ability to manage own caseload with supervision from a Partner
Growth mindset with the ability to see the bigger picture

Benefits

Comp & perks

Flexible Working
25 - 30 days holiday, plus Bank Holidays
Extra Day of Holiday for your Birthday
Private Healthcare
Pension Scheme(s)
Life Assurance
Eye Tests
Flu Jabs
Corporate Gym Membership Discounts
Legal Support
Opportunities to get involved with charity fundraising, sports teams and office socials

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

trust creationtrust administrationcompliancetaxation adviceasset managementinvestment management

Soft Skills

communicationability to manage caseloadgrowth mindsetability to see the bigger picture