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About us
Stone King is an ambitious and purpose-driven firm. Our collaborative culture and core values are intertwined with our ethos of doing the right thing by our clients, communities, and our people. Our passion for the sectors we work in and the purpose-driven work we do with our clients has resulted in SK being recognised as national leaders in our specialist fields across the country.
The opportunity
This is a fantastic opportunity for an individual looking to progress their career to join Stone King’s highly respected Trusts and Estates Team working specifically within our Estate Planning/Trust and Tax teams.
The role will be based in our Bath office with hybrid working available.
Reasons to apply
- Opportunity to gain invaluable experience across our Trusts and Estates Team, you’ll have the opportunity to work closely with our specialists across the firm.
- To be part of an ambitious and collaborative national firm where our culture and values are at the heart of everything we do. We believe our people are our greatest asset and strive to create the best place to work.
- Excellent benefits for our people, with a focus on wellbeing and development at the forefront.
- Hybrid working - Stone King are proud to be signatories of the Mindful Business Charter as part of our commitment to mental health and wellbeing. We want to support all of our people in achieving a healthy work/ life balance and would be happy to speak with prospective candidates about flexible working arrangements.
Key Responsibilities
General duties include, but are not limited to:
- Supporting the trust and tax team with the day to day management of the firm’s trust caseload.
- Dealing with the drafting of wills and trust documents.
- Preparing/reviewing trust accounts.
- Maintaining relationships with trustees and beneficiaries including but not limited to those beneficiaries who are vulnerable and/or have additional needs for support.
- Effectively and proactively manage an individual caseload (with supervision where appropriate).
- Attend to clients of the firm in the office or elsewhere (including home visits) if needed.
- Work in a collegiate and collaborative way within the immediate Team and wider firm environment.
- Communicate promptly and effectively both internally to colleagues and externally to clients.
- Maintain your continuing professional development requirements and take an active interest in furthering your knowledge within the field of law.
- To carry out your work for both colleagues and clients to the highest possible standard, having regard to the firm’s standards, procedures and core values.
- To regularly attend, and be involved in preparation for, Team meetings.
- To attend and be involved in preparation for marketing and business development events and activities.
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Essential
- Qualified Solicitor with experience in working in Estate Planning and Trust administration/management.
- Must possess the ability to work proactively with minimal supervision on simple matters, however guidance is available from senior members within the team.
- Excellent communication skills and ability to prioritise workload.
- Attention to detail.
- Ability to hit the ground running and keen for early responsibility.
- IT literate across legal software.
Desirable
- Previous experience in Mental Capacity Act and working with vulnerable beneficiaries.
- Membership of STEP (including student membership).
Personal Attributes
- Strong stakeholder engagement skills and confidence to challenge constructively and offer alternative approaches.
- Solutions focused approach with drive to improve processes and outcomes.
- Strong organisation skills, taking full ownership of tasks and ensuring delivery within agreed deadlines.
- Excellent written and verbal communication skills, with the ability to convey ideas and influence decision-making effectively.
- Adaptable approach in managing workload and supporting others.
- Ability to work collaboratively and team-first attitude.
Diversity, Equity, and Inclusion
Individual differences are embraced at Stone King, and we strive to create an environment in which people feel supported and able to be themselves. We are committed to promoting an inclusive working environment that supports the growth and development for all. We are proud to be signatories of the Mindful Business Charter, the Race Fairness Commitment, and the Age Friendly Employer Pledge, and we are a Disability Confident Employer.
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Stone King LLP is committed to offering an interview to any job applicant that declares they have a disability and meets the minimum criteria for the role as defined by the job description and person specification. A full copy of the person specification and job description can be provided by contacting our Recruitment team. In some recruitment situations such as high-peak times, we might need to limit the overall numbers of interviews we offer. This will include the number of interviews offered to disabled people who meet the minimum criteria. When that happens, we’ll still aim to offer a proportionate number of interviews to disabled applicants.
We aim to make our recruitment process as inclusive as possible and will make reasonable adjustments where needed. To discuss adjustments or request information in an alternative format, please contact our recruitment team at Recruitment@stoneking.co.uk or 01225 326770.
Stone King LLP is an equal opportunities employer. We are committed to ensuring equality of opportunity by encouraging all our staff to achieve their full potential and guaranteeing that all employment decisions are taken without reference to irrelevant information or discriminatory practices.
Benefits
- Competitive salary
- Profit Share Scheme
- Cycle to work scheme
- Private Medical Insurance
- Life assurance (4 x salary)
- Pension scheme
- 28 days holiday (in addition to statutory UK holidays)
- Additional day allocated for CSR activities per annum
Closing date
24 July 2026
Adverts normally close at midday on the closing date, however vacancies may close early if sufficient applications have been received. Therefore we would encourage you to submit your application as soon as possible.
Stone King LLP is an equal opportunities employer. We are committed to ensuring equality of opportunity by encouraging all our staff to achieve their full potential and guaranteeing that all employment decisions are taken without reference to irrelevant information or discriminatory practices.
Recruitment agencies – please do not send us unsolicited CVs. If you do so, we reserve the right to contact the candidate directly and your T&Cs will not apply.
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