Private Client, Senior Associate

Opportunity in an Independent Law firm.

This firm seeks a dynamic and dedicated solicitor with 5-6 years of post-qualification experience (PQE) in private client matters to join its accomplished team. The ideal candidate should exhibit strong expertise and enthusiasm for private client work, particularly in advising high-net-worth individuals on complex legal matters.

Key Responsibilities:

The appointed solicitor will handle diverse private client cases, with a primary focus on:

• Providing expert guidance on complex estate planning, including drafting wills and documents for lifetime gifting, for clients with diverse asset portfolios (both UK-based and international).
• Managing the administration of high-value, multifaceted estates, including advice on inheritance tax relief and handling cross-border matters.
• Preparing lasting powers of attorney, advance decisions, and offering counsel on capacity issues.
• Advising on UK trust structures, as well as drafting documents for the establishment and restructuring of trusts.
• Addressing taxation issues concerning trusts, primarily within onshore jurisdictions.

Skills and Experience Required:

The successful candidate will possess:

• Significant experience with private clients, particularly high-net-worth individuals with complex property and business interests.
• A proven track record of advising estate executors or administrators and managing multi-faceted probate projects.
• Strong client-facing skills, with the ability to build and maintain relationships with clients and their advisers.
• Experience in developing new business, including participating in networking events.
• Familiarity with cross-departmental collaboration, especially involving property, corporate, and litigation teams.
• Excellent organisational skills, the capability to manage multiple tasks efficiently, and adherence to strict deadlines.
• Strong technical knowledge and proficiency with IT tools.

Person Specification:

• Ability to manage demanding workloads calmly and confidently, in line with experience.
• Team-oriented, with a genuine enthusiasm for collaboration, client interaction, and taking responsibility for a varied caseload.
• Eagerness to engage in marketing and business development efforts across the firm.
• Desire to integrate into a well-established team known for delivering exceptional client service, while promoting a positive and supportive work culture.

Qualifications:

• Minimum 2.1 degree.
• Completion of a training contract at a mid-sized or city firm, with experience at a leading private client practice preferred.