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Private Client Associate

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Our client is in search of a seasoned Associate for Private Clients with a keen interest in challenging yet rewarding Estates, Tax and Trust work. This role presents the chance to significantly influence the future of a dynamic and flourishing Private Client team within a progressive firm known for its supportive culture. The firm is a Top 100 comprehensive UK law firm.

What you'll do:

As a Private Client Associate, your daily responsibilities will be to:

  • Offer advisory expertise for High-Net-Worth private clients
  • Oversee wills, estate administration and planning, and trusts
  • Maintain robust relationship management skills
  • Communicate clearly and eloquently to ensure clients feel supported
  • Collaborate closely with the Estates, Tax and Trusts team (ETT)
  • Enhance the firm's reputation through high-quality service

What you bring:

The successful Private Client Associate will have proven experience in wills, estate administration and planning, and trusts. Your robust relationship management skills coupled with your clear and eloquent communication style ensures that our clients feel supported.

  • UK Qualified Private Client Associate with a minimum of 3 year’s PQE
  • Experience dealing with High-Net-Worth private clients
  • In wills, estate administration and planning, and trusts

That sets this company apart:

The firm enjoys a reputation not just for the quality of its work but also for the qualities of its people. The firm offers exceptional quality work and are highly regarded in Legal directories.

For more information about this Private Client Associate or similar roles in Bristol & the Southwest please get in touch with me Jack Sheehan on 0121 260 2514 or Jack.Sheehan@RobertWalters.com

Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates

Contract Type: FULL_TIME

Specialism: Legal

Focus: Private Client & Tax

Industry: Legal

Salary: £60,000 - £70,000 per annum

Workplace Type: Hybrid

Experience Level: Associate

Location: Bristol

Job Reference: 72M08M-54BCAAD0

Date posted: 14 February 2025

Consultant: Jack Sheehan

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