Trainee Case Manager - £25k + benefits
Bristol, South West England 1 month ago
Job Description
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?
A 2:1 or above in Law
An interest in pursuing the STEP Diploma in Trusts and Estates
Strong communication skills
A commutable distance from Bristol
Work experience in Estates is beneficial, but not a requirement
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.
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