Private Client Associate

Overview

As a Private Client Associate in the Bristol Private Capital team, you will handle a sophisticated private client caseload for high net worth individuals and business owners, focusing on complex succession planning and wealth protection. You will work with experienced colleagues in an inclusive culture that values autonomy and professional growth. The role offers exposure to high-calibre estate planning, trusts, and tax advice, with opportunities to shape your own profile through business development. This is a chance to contribute to a firm investing in private client services and to advance in a Top 100 practice.

Pay / Benefits

• Excellent benefits

Responsibilities

• Estate planning advice and related wills and trust documents for high net worth and international clients
• Wills and Lasting Powers of Attorney
• Inheritance tax and capital gains tax advisory within estate planning
• Pre-exit planning for business owners
• Creation, management and winding up of trusts, with dedicated Trust Management team
• Deeds of variation, including discretionary trusts and loans
• Collaboration with clients’ financial planners across a broad range of financial products

Key requirements

• Private Client Solicitor with 2+ PQE
• Experience in complex succession planning and wealth protection for diverse assets
• Meticulous, commercially focused and outcome oriented
• Track record in business development and outstanding client care
• STEP qualification advantageous but not required

• commercially focused
• outcome oriented
• excellent client care
• estate planning
• wills
• trusts

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