Trusts Associate / Legal Executive | Leeds or Sheffield
Looking to specialise in high-quality trust and beneficiary work with a leading national team?
An exciting opportunity has arisen for a Trusts Associate/Legal Executive to join a highly regarded pensions and trusts practice based in Leeds or Sheffield. This role offers the chance to work on complex insurer-led death in service trust matters, advising trustees and life assurance providers on sensitive and often high-value beneficiary claims.

You'll be part of a collaborative and supportive team that values expertise, professional development and flexible working, while providing exceptional service to clients across the UK.

The Role
Working closely with experienced trust specialists, you'll play a key role in advising on discretionary trust matters and supporting trustees in making fair, well-reasoned and defensible decisions.
Key responsibilities include:

• Advising on death in service discretionary trusts for life assurance master trusts.
• Assessing competing beneficiary claims and analysing evidence and representations.
• Supporting trustees in exercising discretion and documenting robust decision-making processes.

About You
Applications are welcomed from:

• Qualified Solicitors or Legal Executives with experience in trusts work.
• Lawyers with backgrounds in contentious trusts, private client disputes, trustee advisory work or contentious probate.
• Individuals confident advising on discretionary decision-making where competing beneficiary interests are involved.

You will also demonstrate:

• Strong analytical and problem-solving abilities.
• Excellent judgement and attention to detail.
• A commercial and pragmatic approach to client advice.
• Experience working with institutional or corporate clients.

What's on Offer?

• Leeds or Sheffield location with flexible hybrid working.
• 25 days' annual leave plus bank holidays, with the option to purchase additional leave.
• Competitive and flexible pension scheme.
• Two fully paid volunteering days per year.
• Healthcare and wellbeing benefits, including digital GP access.
• Comprehensive wellbeing and mental health support.
• Genuine career progression within a nationally recognised team.
• An inclusive and supportive culture where individuals are encouraged to thrive.

Why Apply?
This is an excellent opportunity for a trusts, private client or contentious probate lawyer seeking to develop a specialist practice in a growing and highly respected team. You'll work on intellectually stimulating matters, enjoy direct client exposure, and benefit from a flexible environment that supports both career development and work-life balance.
Interested? Apply today or get in touch for a confidential discussion.