Associate/Sr Associate/Partner-Lifetime Planning-Exeter-4 PQE+

Reference: ORJ921957782E_1785419914Associate / Senior Associate / Partner - Lifetime Planning (Wills, Trusts & Estate Planning) - Exeter - 4 years PQE +Location: Exeter (Hybrid options available)Department: Private Client - Lifetime PlanningType of Role: Full-time, PermanentSalary:Associate : 60,000 - 65,000Senior Associate: 68,000 - 78,000Partner: 80,000 - 120,000(Higher for candidates with a strong following)A leading national Private Client team is seeking an Associate, Senior Associate or Partner to join its highly regarded Lifetime Planning practice. This is an exceptional opportunity to work with a top tier team advising high net worth and ultra high net worth clients on complex estate planning, wills and trust matters.The team has a strong national reputation and offers access to sophisticated work, high profile clients and excellent long term career prospects.The RoleYou will work within a well established Private Capital team, handling a broad range of lifetime planning and estate advisory matters, including:Estate planning and drafting wills and trust documentation for HNW and UHNW clientsAdvising on inheritance tax and capital gains tax issuesAdvising business owners on pre exit planning opportunitiesAdvising on the creation, management and winding up of trustsWorking alongside financial planners and discussing a wide range of financial productsAdvising on deeds of variation, discretionary trust arrangements and loan structuresHandling LPAs and related lifetime planning documentsParticipating in networking, BD events, webinars and speaking opportunitiesDelivering exceptional client service and building long term trusted relationshipsYou will work closely with partners and senior specialists, gaining exposure to complex and stretching matters while developing your technical expertise.Candidate RequirementsThis role is ideal for someone who:Has 4+ years' PQE in Private Client work, with strong experience in wills and lifetime planningIs passionate about private client work and enjoys client interactionHas excellent attention to detail and a solutions focused approachIs confident managing complex matters and knowing when to seek guidanceEnjoys being part of a collaborative, supportive teamIs committed to ongoing learning and technical development (STEP/CTA support available)Is comfortable with networking and business developmentCan work independently with appropriate supervisionWhy Join?You will benefit from:A national practice with a strong reputation in Private Client workAccess to high quality precedents, knowledge resources and PSL supportExcellent technical training and development opportunitiesSupport for STEP and/or CTA qualificationsA collaborative, inclusive and supportive cultureA firm committed to wellbeing, flexibility and long term career growthA comprehensive benefits package and flexible working optionsHow to ApplyFor more information or a confidential discussion, please contact:Olivia Reedð§ oliviareed@chadwicknott.co.ukð 0117 917 1515 / 07711 799761*At Chadwick Nott, we are committed to developing a diverse and inclusive culture as well as supporting our large client network achieve the same. We are an equal opportunities employer and encourage applications of all qualified candidates regardless of their age, sex, race, disability, sexual orientation, disability, culture or anything other personal characteristic. We champion and celebrate diversity in the workplace. Where a level of experience is indicated, please note that this is only a guideline.*