Private Wealth Associate
7 days ago
About the Role
We are seeking a highly skilled and experienced Private Wealth Associate to join our team in Exeter. As a key member of our private client department, you will be responsible for providing expert advice to individuals, companies, and trusts on a range of private client matters.
Key Responsibilities
- Advise clients on estate and asset protection planning, including drafting wills and creating onshore trusts.
- Manage files and ensure compliance with Lexcel procedures.
- Participate in marketing initiatives and contribute to the growth of our private client department.
- Train and develop junior legal staff.
- Provide proactive and innovative solutions to clients' complex private client matters.
Requirements
- Previous experience in private client work, preferably with a focus on estate and asset protection planning.
- Qualified solicitor (or equivalent) with at least 1-4 years PQE in private client work.
- STEP member or willingness to complete STEP.
- Excellent technical skills and innovative approach to problem-solving.
- Strong client focus and commitment to service delivery.
- Drive and enthusiasm, with a positive and proactive attitude.
- Ability to prioritize work effectively and meet deadlines.
- Good communication skills, both oral and written.
- Commercial awareness and excellent financial management.
- Flexibility and commitment to the team.
About Us
Trowers & Hamlins is a leading law firm with a strong reputation for providing expert advice to individuals, companies, and trusts. We are committed to delivering exceptional service and value to our clients, and we are seeking a talented and experienced Private Wealth Associate to join our team.
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