High Net Worth Private Client Advisor

5 days ago


London, Greater London, United Kingdom Stonor Legal Full time
Stonor Legal is a leading Legal 100 firm with an exceptional reputation for their high-profile and high-value Private Client practice. We are seeking an ambitious Private Client Associate to join our team in Southampton and play a pivotal role in the future development of our practice. Our hybrid flexibility offers the opportunity to work remotely.

The ideal candidate will have demonstrable experience working within a Private Client department, able to work autonomously as well as part of a team. Day-to-day tasks will include a varied caseload, including estate administration, drafting wills and lasting powers of attorney, tax planning, and providing simple Trust advice.

This is an excellent opportunity to develop experience in a broad-based team, recognised for providing a real alternative to the City for complex private client matters given the quality of our offering. The Chambers-rated Private Wealth Team works predominantly with individuals falling into the 'high-net-worth' category (typically those with personal assets totalling £5m-£20m) across the full spectrum of private client matters.

Our Private Wealth Team advises on lifetime and succession planning, structuring Wills as part of a broader estate planning strategy, dealing with international probate, and considering trust history for landed estate clients. You can expect to advise family offices and international families on their ongoing affairs and international trust structures, including private trust company structures.

A competitive financial package is on offer, estimated at around £80,000 per annum, reflecting the complexity and value of the work involved.

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