Private Client Associate

2 weeks ago


United Kingdom BMA Recruitment Ltd Full time

About the Role:

We are seeking a skilled Private Client Solicitor to join an award-winning, top-ranked law firm. In this role, you will provide expert legal advice to high-net-worth individuals on a range of private client matters, including wills, trusts, estate administration, and tax planning. This is an excellent opportunity for an ambitious solicitor looking to advance their career within a supportive and prestigious firm.


Key Responsibilities:


Advising clients on a variety of private client matters, including wills, trusts, estates, inheritance tax, and succession planning.

Drafting, reviewing, and managing legal documents, such as wills, trust deeds, and lasting powers of attorney.

Handling probate and estate administration, ensuring all legal and tax requirements are met efficiently and accurately.

Managing a varied caseload with autonomy, while maintaining high levels of client care and professional service.

Liaising with clients, beneficiaries, and other relevant parties, including financial advisors and accountants.

Ensuring compliance with all legal and regulatory requirements.

Developing and maintaining client relationships, as well as identifying new business opportunities.

Contributing to the development of the private client department and participating in networking and business development activities.


Requirements:


Qualified Solicitor with 2+ years PQE in private client law (more experienced candidates are welcome).

Strong experience in wills, probate, tax planning, trusts, and estate administration.

STEP qualification (or working towards) is highly desirable.

Excellent communication and client relationship skills.

Ability to manage a high-quality caseload with minimal supervision.

Strong attention to detail, organizational skills, and a commitment to client care.



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