Private Client Associate / Senior Associate – Bournemouth

Overview

In this role, you will advise on tax planning, trusts, wills and estate administration within a respected Private Client team. You’ll manage your own caseload in a collaborative, service‑minded environment that values integrity and professional growth. The role blends technical excellence with client care, offering exposure to top‑tier matters and cross‑department collaboration. You will mentor junior colleagues and contribute to business development, helping the team deliver joined‑up, client‑focused service. This is a chance to shape private client practice in a forward‑thinking firm on the South Coast.

Pay / Benefits

• private medical insurance
• ongoing training and development with clear progression pathways
• generous annual leave
• competitive benefits package

Responsibilities

• Provide expert advice on tax planning, trusts, wills and estate administration
• Manage your own caseload with confidence and minimal supervision
• Draft and review key legal documents
• Respond to new client enquiries
• Collaborate across departments to ensure seamless service delivery
• Mentor junior colleagues
• Actively contribute to business development through networking and marketing initiatives

Key requirements

• 4+ PQE in private client law with grounding in wills, trusts, tax, probate, and estate planning
• Strong communicator, highly organised, tech-savvy
• Proactive, client-focused, and commercially aware
• Motivated, independent, and confident under pressure

• strong communication
• highly organised
• proactive
• tax planning
• trusts
• wills

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