Private Client Associate

Overview

In this role you will join a Cheltenham Private Client team to handle high-value, complex matters within a supportive, collegiate firm. You will work with experienced lawyers and a broad client base on succession planning, trusts, and tax planning, often with international elements. The role focuses on autonomy, client relationships, and cross-team collaboration to deliver sophisticated private wealth solutions. This is an opportunity to develop within a well-regarded UK practice and benefit from a hybrid working setup.

Pay / Benefits

• excellent benefits
• hybrid working
• strong team culture
• opportunity for career development
• access to wider UK and international network

Responsibilities

• Manage a substantial and varied caseload with appropriate autonomy
• Handle estate administration, trusts and inheritance tax tasks
• Draft high-quality documents and provide practical client advice
• Develop and maintain client relationships with long-term engagement
• Collaborate with specialist Private Property, Trust and Tax teams
• Work with the wider UK Private Client group and senior lawyers
• Support junior lawyers and contribute to a high-standard team environment
• Contribute to complex, high-value private wealth matters with an international element

Key requirements

• 3-7 years’ PQE
• Qualified solicitor or CILEX
• Strong background in private client work
• Experience in estate administration, trusts and inheritance tax
• Ability to manage a substantial caseload and work autonomously
• Strong drafting and technical skills
• Commercial and practical client advisory approach
• Excellent communication and client relationship management
• Collaborative mindset and ability to support junior lawyers
• STEP qualification advantageous but not essential

• strong communication
• collaboration
• commercial mindset
• estate administration
• trusts
• inheritance tax

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