Senior Associate – Private Client – Cardiff

Overview

In this role you will advise High Net Worth clients on Wills, trusts, probate and succession planning while helping grow the Cardiff private client team. You will manage a varied caseload, supervise junior colleagues and contribute to regional business development. The position sits within a highly regarded national firm known for its private client practice and ambitious growth. You’ll have strong visibility in the Cardiff market and play a key part in shaping the office’s expansion and client service quality.

Pay / Benefits

• private medical insurance
• bonus scheme
• enhanced pension
• life assurance
• wellbeing benefits
• flexible and hybrid working

Responsibilities

• Manage a high-quality, varied private client caseload
• Advise HNW and UHNW clients on wills, trust creation/administration, probate, and tax planning
• Oversee inheritance tax planning and lifetime gifting strategies
• Mentor and supervise junior team members
• Support business development and networking to grow the Cardiff office
• Contribute to regional growth initiatives and client relationship-building

Key requirements

• Qualified Solicitor or CILEX Lawyer with ~5+ years PQE in Private Client
• Strong technical expertise across private client matters
• Experience handling complex matters independently
• Ability to supervise and mentor junior colleagues
• Commercial mindset with strong relationship-building and networking skills
• STEP qualified or working towards accreditation (desirable)
• Existing Cardiff or South Wales market connections (advantageous)

• relationship-building
• mentoring
• commercial/business development-minded
• Wills and estate planning
• Trust creation and administration
• Probate and estate administration

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