Associate-Trusts & Estates (Non Contentious)-Bristol-4+ PQE

Overview

As an Associate in Trusts & Estates, you will manage a varied private client caseload for high net worth individuals and families from Bristol. You will work within a long-established Private Wealth team that advises on wills, trusts, estate planning, and complex asset structures, including heritage and art. You will build relationships with clients and professional advisers while taking early responsibility on files with support. This role offers hybrid flexibility, clear career progression, and the chance to contribute to sophisticated wealth preservation work within a collaborative, values-driven firm.

Pay / Benefits

• hybrid working
• clear career progression
• work-life balance support
• charity work and D&I groups
• wellbeing and professional development benefits
• comprehensive benefits package

Responsibilities

• Manage a varied caseload across wills, succession planning, estate structuring and trust creation
• Administer probate and estate administration activities
• Advise on tax planning and tax risk management
• Handle heritage, cultural, art and other unique assets
• Develop wealth-preservation strategies for high net worth individuals and trustees
• Build and maintain relationships with clients and professional advisers
• Take early responsibility for files with appropriate support

Key requirements

• 4+ years PQE in Private Wealth or Trusts & Estates
• Strong technical knowledge across wills, trusts, probate and tax
• Excellent communication and ability to build long-term client relationships
• Confidence managing complex matters independently
• Proactive, ambitious and self-motivated
• Strong drafting, analytical and organizational skills
• Natural enthusiasm for client contact, networking and business development
• Resilience and ability to work under pressure to meet deadlines

• communication
• relationship-building
• business development
• wills
• trusts
• probate

…