Associate - Private Wealth

Our team works predominantly with individuals falling into the "high-net-worth" category (which typically refers to those with personal assets totalling £5m-£20m) across the full spectrum of private client matters. This will include taking instructions on the preparation of Wills, Lasting Powers of Attorney, lifetime and succession planning, IHT and CGT planning, estate administration, as well as the creation, administration, and winding up of trusts.

Day to Day:

As an Associate, you will manage your own caseload of mixed Private Wealth matters, establishing yourself as a trusted and reliable expert as you develop strong and long-lasting relationships with your clients. Additionally, our Associates play a vital role in the support and development of the less-experienced members of the department, including Solicitors and trainees.

Given the breadth of our expertise in this area of law, this position will provide you with an excellent opportunity for further professional development and growth. You will also be encouraged to play an active role in the marketing and business development activities of the team.

• A qualified Solicitor or Legal Executive with prior experience in the area of Private Wealth (aka Private Client).

• We do not tend to use PQE as the sole measure of experience, but we are ideally seeking somebody with between 4 – 7 years’ worth of experience of managing their own caseload of private client matters. Ultimately, we are keen to hear from individuals who are currently at or feel ready to step into an Associate role, and who are keen to develop further as part of our specialist team.

• You will have experience in, or a keen interest to be involved in, marketing and business development activities.

• An ability to communicate confidently and clearly with a wide variety of clients, many of which are going through a difficult period following the death of a loved one.

• We are human-first in everything we do and seek people who share this trait. You will therefore have, a passion for helping clients achieve their goals and the ability to think creatively.

• Whilst this position is offered full-time, we offer a split of working from home and in the office, we are a flexible team and are open to considering alternative working patterns.

Above all, ours is a friendly, empathetic and expert team and as such, we are seeking an individual who is able to demonstrate a team-focused mindset, and a passion for achieving the right outcome for the clients we serve, and the Firm.

We also offer great benefits including 28 days’ annual leave, private medical insurance, income protection, life assurance, firmwide bonus scheme and a generous pension scheme.

If you’re seeking to join a firm that seeks to provide a personal and highly engaging place to work – we are confident that you’ll find this at Moore Barlow.

Our values

Human

first

Stronger

together

Lead the

way

If you would like to learn more about this opportunity before applying, please contact Brandon Duchesne, Talent Acquisition Manager, for an informal conversation – brandon.duchesne@moorebarlow.com.