Private Wealth Associate

7 days ago


Exeter, Devon, United Kingdom Trowers & Hamlins Full time

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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