Private Client Senior Associate – Northampton

Overview

In this role you support a busy private client team in Northampton, handling estate administration, planning, and trusts. You’ll meet clients, visit them as needed, and contribute to business development. You’ll also mentor junior colleagues and maintain strong client communication. This position offers a chance to shape private client work within a respected regional firm and to grow through cross-functional collaboration.

Responsibilities

• Estate administration including inheritance tax
• Estate planning and inheritance tax planning
• Create & administer trusts
• Court of Protection/Administration
• Wills and Lasting Powers of Attorney
• Drafting of estate/trust accounts
• Attend clients in office or at hospitals/care homes
• Marketing and business development involvement
• Assist and train more junior team members
• Maintain professional, empathetic client communication

Key requirements

• Ability to work on own initiative
• Experience in private client work and guiding juniors
• Strong written and verbal communication skills

• Empathy
• Professional telephone manner
• Client-focused communication
• Estate administration
• Inheritance tax planning
• Trust creation and administration

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