Associate/Sr Associate/Partner-Lifetime Planning-Bristol-4 PQE+

Overview

In this role you will join Chadwick Nott’s National Private Client team to advise high net worth clients on sophisticated lifetime planning, wills, and trusts. You will handle a broad range of estate planning matters, collaborate with financial planners, and contribute to client relationships and thought leadership. The role offers exposure to complex matters, high-profile clients, and clear opportunities for technical growth and career progression. You will work in a supportive Private Client group focused on long-term client service and wellbeing.

Pay / Benefits

• comprehensive benefits package
• flexible working options
• wellbeing focus
• excellent technical training
• STEP/CTA support
• long-term career growth

Responsibilities

• Draft wills and trust documentation for HNW/UHNW clients
• Advise on inheritance tax and capital gains tax matters
• Assist business owners with pre-exit planning opportunities
• Create, manage, and wind up trusts
• Coordinate with financial planners on financial product discussions
• Handle deeds of variation, discretionary trusts, and loan structures
• Prepare and manage lifetime planning documents (LPAs)
• Engage in networking, BD events, webinars and speaking opportunities
• Deliver exceptional client service and build long-term relationships
• Collaborate with partners and senior specialists on complex matters

Key requirements

• 4+ years’ PQE in Private Client work, with strong wills and lifetime planning experience
• Passion for private client work and client interaction
• Excellent attention to detail and solutions-focused approach
• Confidence in managing complex matters with seek-for-guidance when needed
• Enjoys collaborative team environments
• Willingness to undertake ongoing learning and technical development (STEP/CTA support available)
• Comfort with networking and business development
• Ability to work independently with appropriate supervision

• client interaction
• attention to detail
• collaborative mindset
• wills and trusts drafting
• lifetime planning
• inheritance tax (IHT) and capital gains tax (CGT) advisory

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