Associate (5+ PQE) – Private Client – Cheltenham

Overview

In this role you will advise a diverse, high-net-worth client base on private client matters from a Cheltenham base. You will join a collaborative private client team at a leading law firm and handle complex, high-value matters alongside partners and specialists. The position focuses on building cross-functional expertise in estate planning, trusts, and inheritance tax while developing your own niche. You will contribute to business development and mentor junior colleagues, enjoying a supportive, career-progressing environment.

Responsibilities

• Manage a varied caseload independently
• Provide clear, practical, commercially focused advice
• Draft complex legal documentation
• Supervise and mentor junior team members
• Support business development and networking activities

Key requirements

• Qualified Solicitor or CILEX professional with ideally 5–7 years’ PQE
• Strong background in Private Client law
• Excellent knowledge of estate administration, trusts and inheritance tax
• Experience advising high-net-worth individuals, families, business owners or trustees
• STEP qualification desirable but not essential
• Strong technical ability with a commercial and pragmatic approach
• Excellent communication and relationship-building skills
• Confident managing a substantial caseload independently

• communication
• relationship-building
• collaborative
• estate administration
• trusts
• inheritance tax

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