Private Client Trusts Associate – 3+ PQE – Exeter

Overview

As a Private Client Trusts Associate in Exeter, you will deliver high‑quality trust administration and advisory work within a busy trusts team. You will manage a varied caseload with partner supervision, supporting the growth of the firm’s private client offering. The role combines technical trust know‑how with client‑focussed service and collaborative teamwork. This is an opportunity to contribute to a people‑centred culture while developing your expertise in a reputable Top 200 firm.

Pay / Benefits

• Flexible working
• 25 days’ holiday plus Bank Holidays
• Birthday day off
• Private healthcare
• Pension scheme(s)
• Life assurance

Responsibilities

• Trust creation and advisory work
• Trust administration and compliance
• Managing trust assets
• Providing taxation advice relating to trusts
• Asset management and investment oversight
• Educating and communicating with beneficiaries

Key requirements

• Strong private client background with hands-on trust administration experience
• Solid technical knowledge and commercial approach to trust law and practice
• Ability to manage own caseload with supervision from a Partner
• Excellent interpersonal skills and collaborative mindset
• Proactive, enthusiastic and ambitious approach
• Growth mindset and ability to see the wider commercial picture
• Applications welcomed from qualified solicitors or experienced trust professionals

• Interpersonal skills
• Collaborative mindset
• Proactivity
• Trust administration
• Trust taxation advice
• Asset management and investment oversight

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