Graduate Trust Case Manager

GRADUATE MENTOR CIC · Bristol, South West

Graduate Trust Case Manager at GRADUATE MENTOR CIC, based in Bristol, South West, paying £25,000 per annum. This is a permanent role.

Salary
£25,000 per annum
Location
Bristol, South West
Contract
Permanent
Posted
2 months ago
Closes
24 Oct 2026

Reference https://graduatementor.uk/jobs/graduate-case-manager-bristol-37684/

About the role

Are you looking for a law graduate job in Bristol? Join this growing private client team and build expertise across trusts, estates, tax and finance.

The Company

Based in central Bristol, our client is a market-leading private client firm with a strong reputation and an expanding team. You’ll join a supportive environment where recent graduates work alongside experienced professionals, giving you the chance to learn from others while developing your own career. The firm supports a substantial UK client base, including private clients and charities, and offers the opportunity to build valuable specialist experience.

The Role

As a Graduate Trust Case Manager, you’ll help manage trusts for private clients and charities while developing a broad understanding of law, tax, finance and client advisory work. You’ll receive structured training and ongoing support, with plenty of room to grow as you build confidence and specialist knowledge. You’ll also work towards a fully funded STEP Diploma, giving you a recognised professional qualification in trusts and estates.

Key responsibilities:

  • Manage trusts for a portfolio of private clients and charities
  • Build strong, long-term relationships with clients and professional contacts
  • Develop knowledge across trusts, estates, tax, finance and client advisory
  • Support the delivery of accurate, high-quality trust administration
  • Learn from experienced colleagues and apply new knowledge to your work
  • Work towards the fully funded STEP Diploma with dedicated study support

Benefits and Perks

You’ll join a collaborative team that values development, wellbeing and a positive working environment. As well as a starting salary of £25k, you will also get the following benefits:

  • 10% employer pension contribution
  • Fully funded STEP Diploma and study support package
  • 35-hour working week
  • 25 days’ annual leave plus Bank Holidays
  • Regular team socials
  • Dress-down Fridays
  • Christmas and summer dinners

Requirements

You’ll need a solid academic foundation in law and an interest in developing a career in trusts and estates. We welcome graduates who have gained transferable skills through paid work, including retail, hospitality or internships.

Must-Have:

  • 2:1 or above in Law
  • BBC or above at A Level or equivalent
  • Modules covering Trusts, Estates and Succession Law
  • Paid work experience in any relevant setting
  • Based in or able to work in Bristol
  • Available to start ASAP

Nice-to-Have:

  • A genuine interest in private client, trusts and estates or wealth management law

Apply now

If you’re excited to build a specialist legal career beyond the traditional solicitor route, we’d love to hear from you. Apply today with your CV.

Reference: https://graduatementor.uk/jobs/graduate-case-manager-bristol-37684/ · Posted 2 months ago · Closes 24 Oct 2026 · Listed via GRADUATE MENTOR CIC

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Salary £25,000 per annum
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