Private Client Associate / Senior Associate – Bournemouth

Overview

In this role you will advise on tax planning, trusts, wills, and estate administration while managing your own caseload with minimal supervision. You will draft and review key documents, handle new client inquiries, and collaborate across departments to ensure seamless service. You will mentor junior colleagues and contribute to business development through networking and marketing. The team emphasizes a clear, compassionate approach and professional growth within a collaborative culture.

Pay / Benefits

• Private medical insurance
• Ongoing training and development with clear progression pathways
• Generous annual leave
• Competitive benefits package
• Competitive salary

Responsibilities

• Provide expert advice on tax planning, trusts, wills, and estate administration
• Manage own caseload with minimal supervision
• Draft and review key legal documents
• Respond to new client enquiries
• Collaborate across departments to ensure seamless service delivery
• Mentor junior colleagues
• 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 organized, tech-savvy
• Proactive, client-focused, and commercially aware
• Motivated, independent, and confident under pressure

• Strong communication
• Highly organized
• Proactive
• Tax planning
• Wills
• Trusts

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