Trainee Case Manager

Are you a law graduate interested in wealth management, tax advisory, or charitable trusts?

This market-leading firm in Bristol offers a unique opportunity to liaise with professionals across law and finance, while working towards a fully-funded STEP qualification.

With 3,000+ clients across the UK and £2bn+ in assets, it's a fantastic place for an ambitious graduate to kickstart their career as a case manager.

What would I be doing?

As a trainee, you'd join a team of highly qualified professionals to manage a portfolio of clients and provide them with an excellent service.

You'll administer multiple cases, liaise with clients via email, over the phone, or face-to-face, and ensure that cases comply with relevant legislation.

You'll need good attention to detail, strong communication skills, and the ability to work to tight deadlines under pressure.

What do we need from you?

• On track for a 2:1 or above in Law
• Modules in Trusts, Estates, and Succession Law is ideal
• An interest in pursuing the STEP Diploma in Trusts and Estates
• Able to start a role in Bristol this September

What's on offer?

• A £25k salary
• 25 days holiday
• Fully-funded STEP Diploma in Trusts and Estates
• Regular team socials, dress-down Fridays, and a Christmas and summer dinner

Interested? Apply now with an up-to-date and tailored CV.