High-Net-Worth Individual Advisor

5 days ago


Bournemouth, Bournemouth, United Kingdom Trethowans Full time

Role Summary

We are seeking an experienced Private Client Lawyer to join our expanding team at Trethowans. As a leading private client law firm in Dorset, we provide high-quality legal services to high-net-worth individuals, entrepreneurs, owner-managed businesses, and agricultural clients.

Main Responsibilities

  • Advising clients on complex estate planning, trusts, wills, tax, and succession matters.
  • Providing tailored advice to high-net-worth individuals, entrepreneurs, and family-owned businesses, as well as agricultural clients.
  • Assisting with business succession planning, tax-efficient structuring, and wealth preservation.
  • Maintaining and building strong client relationships and networks.

Salary and Benefits

We offer a competitive salary of £80,000 - £120,000 per annum, depending on experience, as well as opportunities for professional development and career growth. Our dynamic and supportive team environment makes us an attractive choice for those looking to advance their careers.

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