Associate

Overview

As an Associate in Birketts’ Private Client Advisory team, you will deliver tailored tax, trust, and estate planning advice to individuals and families, including high net worth clients. You will draft wills, trusts, LPAs, and related documents, manage estate administration, and cultivate long‑term client relationships while supporting business development. The role combines technical legal work with client service and collaboration across a leading UK law firm that values inclusivity and growth.

Pay / Benefits

• 25 days holiday (FTE) plus Bank Holidays
• Private Healthcare with BUPA
• Scottish Widows Pension Scheme
• Staff Profit Share and Individual Performance Bonus
• Life Assurance – 4 x salary
• Enhanced Maternity/Paternity Leave

Responsibilities

• Draft and negotiate contracts and documents tailored to client needs
• Provide taxation and succession planning advice for a range of clients including high net worth individuals
• Draft wills, trust documents, LPAs, deeds, and related correspondence
• Manage estate administration
• Serve as a key client contact, building trust and identifying value-add opportunities
• Participate in marketing and networking initiatives
• Own personal financial performance and demonstrate a commercial mindset

Key requirements

• 3-6 years PQE
• Strong legal and commercial judgement; effective precedent research; complex document drafting
• Time recording, billing support, and workload management to meet financial targets
• Active involvement in business development through events, pitches, and networking
• High-quality client service with proactive, client-focused mindset
• Compliance with risk management and Lexcel standards; mandatory training completion
• Attention to detail and professional integrity
• Proficiency in Microsoft Word, Excel, time recording software, case management, Outlook and digital dictation

• collaborative
• adaptable
• positive or-can-do attitude
• drafting complex documents
• taxation and succession planning
• estate administration

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