Private Client Trusts Associate – 3+ PQE – Exeter

Overview

In Exeter, you join a respected private client trusts team to deliver high-quality trust administration and advisory work. You will handle a varied caseload with support from a Partner, contributing to the firm’s growing private client offering. The role focuses on trust creation, administration, taxation advice, and asset management within a collaborative, people‑driven environment. This is an opportunity to impact client affairs and growth in a supportive, quality-focused firm culture.

Pay / Benefits

• Flexible working
• 25 days’ holiday plus Bank Holidays
• Birthday day off
• Private healthcare
• Pension scheme(s)
• Life assurance

Responsibilities

• Trust creation and advisory work
• Trust administration and compliance
• Managing trust assets
• Providing taxation advice relating to trusts
• Asset management and investment oversight
• Communicating with and educating beneficiaries

Key requirements

• Strong private client background with hands-on trust administration
• Solid technical knowledge and a commercial approach to trust law
• Ability to manage own caseload with supervision from a Partner
• Excellent interpersonal skills and a collaborative, team-focused mindset
• Proactive, enthusiastic and ambitious
• Growth mindset and understanding of the wider commercial picture

• collaborative
• team-focused
• proactive
• trust administration
• taxation advice relating to trusts
• asset management and investment oversight

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