Overview
As Private Client Associate, you will help lead a growing private client team, advising high-net-worth individuals on trusts, estates, tax planning, and succession matters. You will nurture key client relationships and contribute to the strategic development of the department. The role offers influence, high-caliber work, and observable impact within a top-tier firm. You will work in a collaborative, entrepreneurial environment during a period of expansion and growth.
Pay / Benefits
- salary: 75,000 – 85,000 per annum
- hybrid working: 3 days per week
- modern, flexible working arrangements
- supportive, well-resourced team
- top-tier platform and national recognition
Responsibilities
- Lead and shape the private client department and define its direction
- Manage, mentor, and develop team members
- Nurture and manage relationships with high-net-worth clients
- Contribute to strategic development of the department
- Advise on trusts, estates & probate, tax planning & wealth structuring, lasting powers of attorney, and wills & succession planning
- Prepare for business development and contribute to client acquisition and retention
- Deliver high-caliber, commercially-minded private client work
Key requirements
- 4+ PQE in private client
- Proven experience in complex private client work
- Strong leadership and mentoring skills
- Confidence managing client relationships and business development
- Proactive, commercial mindset
- Desire for greater influence, autonomy, and long-term progression
- leadership
- mentoring
- collaboration
- Trusts, Estates & Probate
- Tax Planning & Wealth Structuring
- Lasting Powers of Attorney
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