Senior Private Client Lawyer – Trusts & Estate Planning

Overview

In this role you will advise high net worth clients on complex estate planning and trust matters, leveraging your deep experience to structure wealth and safeguard family wealth. You will work closely with a senior Private Client team and trusted professional referrers to deliver tailored solutions. The position focuses on high-quality, long-term client care and maintaining strong relationships with business owners and entrepreneurs. You will be part of a collaborative West Midlands practice that values integrity and career progression.

Pay / Benefits

• competitive salary and benefits package
• welcoming and supportive team environment
• clear opportunities for career progression

Responsibilities

• Advise on trusts and estate planning for high net worth individuals and business owners
• Develop and implement complexestate structures to meet client objectives
• Foster trusted relationships with clients and professional referrers
• Collaborate with the Private Client team to deliver high-quality, long-term care
• Leverage connections with accountants, IFAs, and wealth managers when advantageous
• Contribute to departmental growth and maintain client loyalty
• Provide proactive, solution-driven client service and advisory

Key requirements

• Minimum 8 years’ PQE in private client work with a focus on trusts and estate planning
• Proven experience advising high net worth individuals, entrepreneurs, and business owners
• Full STEP membership is highly desirable
• Existing professional connections with accountants, IFAs, and wealth managers advantageous
• Strong client-facing skills and a proactive, solution-driven mindset
• Collaborative team player who values a supportive working environment

• strong client-facing abilities
• proactive and solution-driven mindset
• collaborative team player
• trusts
• estate planning
• complex estate structures

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