Overview
In this senior Private Client Associate role, you will manage a complex Wills, Probate, and estate planning caseload within a respected Plymouth team. You will mentor junior lawyers, contribute to team development, and lead business development to grow the department. The position offers leadership responsibility and high-quality, client-focused work aligned with the firm’s values and community involvement. You will shape private client delivery while supporting the department’s strategic growth and best practices.
Pay / Benefits
- supportive, inclusive culture
- high quality work and strong client relationships
- clear progression opportunities and leadership responsibility
- ongoing training and professional development
- wellbeing and community involvement
Responsibilities
- Manage a complex caseload across Wills, Probate, Estate Administration, LPAs, Trusts and IHT Planning
- Supervise and mentor junior lawyers and support staff
- Contribute to team development, process improvements and best practices
- Lead business development initiatives and build referral networks
- Support the wider strategic direction and growth of the department
Key requirements
- 5+ years’ PQE in private client work
- STEP membership (or working towards it) desirable
- Strong technical knowledge across all private client areas
- Ability to manage complex matters with minimal supervision
- Experience supervising and developing junior colleagues
- Strong commercial awareness and confidence generating new business
- Excellent communication skills and a client-focused approach
- A collaborative, proactive and professional mindset
- collaborative
- proactive
- client-focused
- Wills
- Probate
- Estate Administration
…
