Private Client Associate

Overview

As a Private Client Associate, you will advise UK-based high-net-worth individuals on complex succession and tax planning. You will handle a broad, challenging caseload across domestic and international estate structuring, and tax mitigation, drafting sophisticated instruments. You’ll work with minimal supervision, applying strategic insight to deliver exceptional client service. The role offers exposure to a prestigious team, business development, and opportunities for career progression in the Southeast.

Responsibilities

• advise on succession and tax planning for HNW individuals
• manage a broad caseload with limited supervision
• structure domestic and international estates
• develop and implement tax mitigation strategies
• draft sophisticated legal instruments
• engage with clients proactively and communicate complex advice clearly
• contribute to business development initiatives
• participate in seminars and knowledge-sharing events

Key requirements

• strong technical knowledge across private client disciplines
• proactive client engagement
• ability to communicate complex advice with clarity and confidence
• self-motivated team player with commercial awareness
• commitment to quality

• proactivity
• client-focused communication
• commercial awareness
• private client disciplines
• estate structuring
• tax planning/mitigation

…