Solicitor Lifetime Planning
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Job Summary
Department: Lifetime Planning
Start date: ASAP
Who are we
Help shape the future of Lifetime Planning at Redkite. At Redkite Solicitors weve been advising individuals families and businesses for over a century but we are firmly focused on what comes next. As one of the fastest-growing full-service law firms in Wales and the South West we are continuing to evolve our Private Client offering with ambitious growth plans modern leadership and a people-first culture.
Private Client is one of the firms largest and most strategically important departments playing a significant role in both our growth and the experience we deliver to our clients and communities. As part of our long-term vision we have evolved our Private Client offering into specialist Probate and Lifetime Planning teams. We believe this allows us to better support clients through increasingly complex personal financial and family situations whilst also giving our lawyers the opportunity to deepen their expertise and build meaningful long-term client relationships.
The legal market has changed significantly over the last 25 years. Rising regulation increasing competition from online and volume providers and growing complexity in clients personal and financial affairs mean firms must continually evolve to remain relevant and deliver real value.
At Redkite we have made a conscious decision about the type of firm we want to be. We are not a volume provider.
We focus on delivering high-quality relationship-led legal services to clients who value expertise trust and exceptional client care.
In Lifetime Planning our role goes beyond drafting documents or providing technical advice. Clients often come to us with a broad sense of what they want to achieve but not always a clear understanding of the risks options or wider implications.
We take the time to understand what truly matters to each client their priorities concerns and family dynamics helping them make informed decisions and put plans in place that provide clarity control and peace of mind.
We want to work within the communities we know best building long-term relationships and becoming trusted advisers to generations of clients and families. That means delivering excellent service whilst continuing to build deep expertise across the areas of law we practise.
Our Lifetime Planning team encompasses Wills trusts LPAs succession planning and wider lifetime and wealth planning matters bringing together all aspects of future planning outside of Probate.
Whether you are newly qualified or an experienced Partner we are looking for commercially aware personable and ambitious individuals who want to help shape the future of Private Client law at Redkite.
Our approach to client experience
We believe great Lifetime Planning lawyers dont just respond to instructions they help clients define what they need.
That means asking thoughtful questions identifying risks clients may not yet have considered and addressing the wider emotional and practical context around their decisions.
Our aim is to give clients confidence in the future knowing their affairs are structured in a way that reflects what matters most to them.
What will you be doing
Youll work closely with individuals families and business owners to provide practical thoughtful and commercially minded advice around future planning and asset protection.
Youll take the time to understand each clients wider circumstances including their priorities relationships and long-term objectives ensuring your advice reflects what matters most and helps them plan with confidence.
Depending on your level of experience your role may include:
- Proactively identifying clients underlying needs risks and objectives not just responding to the immediate instruction
- Advising on Wills trusts and LPAs
- Supporting succession and estate planning matters
- Building strong relationships with clients and referrers through a deep understanding of their needs and priorities
- Networking and business development activity
- Supporting and mentoring junior colleagues
- Helping shape and grow a modern Lifetime Planning offering
This is a people-focused role suited to someone who enjoys relationship-building communicating with empathy and becoming a trusted adviser to clients over the long term.
What are we looking for
At Redkite we believe great lawyers are not defined purely by technical expertise. We are looking for people with personality warmth commercial awareness and strong relationship skills.
We are looking for individuals who are:
- Able to guide clients who may be uncertain translating complex legal and financial concepts into clear practical advice
- Skilled at identifying underlying concerns and helping clients make confident decisions about the future
- Qualified with experience within Lifetime Planning
- Personable engaging and client-focused
- Commercially aware and proactive
- Strong communicators with emotional intelligence
- Collaborative and supportive team players
- Motivated to build relationships and grow networks
- Passionate about delivering exceptional client experiences
Unlike Probate this work is forward-looking focused on helping clients shape the future rather than responding to past events making it a uniquely rewarding and advisory-led area of law.
Most importantly we are looking for people who align with Redkites values:
Trust: We build lasting relationships through honesty integrity and doing the right thing for our clients and colleagues.
Bold: We embrace fresh thinking innovation and ambition challenging ourselves to continually improve.
Work as a Team: We support one another share knowledge and work collaboratively to achieve the best outcomes.
Deliver Excellence: We take pride in delivering exceptional service and maintaining high standards in everything we do ensuring clients feel understood supported and confident in the decisions they make about their future.
What is in it for you
Were committed to creating a supportive inclusive and high-performing legal team. Youll be joining colleagues who are not only legally excellent but also commercially astute down-to-earth and with a culture of kind leadership. We value trust boldness excellence and teamwork and we want you to thrive as part of that.
- Flexible hours and hybrid working
Required Skills:
What are we looking for At Redkite we believe great lawyers are not defined purely by technical expertise. We are looking for people with personality warmth commercial awareness and strong relationship skills. We are looking for individuals who are: Able to guide clients who may be uncertain translating complex legal and financial concepts into clear practical advice Skilled at identifying underlying concerns and helping clients make confident decisions about the future Qualified with experience within Lifetime Planning Personable engaging and client-focused Commercially aware and proactive Strong communicators with emotional intelligence Collaborative and supportive team players Motivated to build relationships and grow networks Passionate about delivering exceptional client experiences Unlike Probate this work is forward-looking focused on helping clients shape the future rather than responding to past events making it a uniquely rewarding and advisory-led area of law. Most importantly we are looking for people who align with Redkites values:
