At a Glance
- Tasks: Manage diverse trust cases and provide expert advisory services.
- Company: Award-winning law firm known for exceptional client care and community roots.
- Benefits: Flexible working, 25 days holiday, private healthcare, and gym discounts.
- Other info: Opportunities for charity involvement and social events.
- Why this job: Join a supportive team and grow your career in a people-focused environment.
- Qualifications: Experience in private client trusts and strong interpersonal skills required.
The predicted salary is between 50000 - 65000 £ per year.
This award winning Top 200 UK law firm provides high quality commercial and private client services across the South West. With deep roots in local communities and a reputation for delivering practical, real world advice, the firm is widely recognised for its exceptional client care and technical expertise. It is now seeking a Private Client Trusts Associate to join its busy and expanding Trusts team in Exeter. This is an excellent opportunity to manage a varied and engaging caseload while contributing to the continued growth of the firm's private client offering. The role provides strong team support, flexibility and clear scope for career development within a collaborative, people focused environment. The firm's people first culture is central to its success, reflected in outstanding staff retention and longstanding recognition for its commitment to employee development and wellbeing.
The Role
As a Trusts Associate, you will play a key role in delivering high quality trust administration and advisory work. Responsibilities include:
- Trust creation and advisory work
- Trust administration and compliance
- Managing trust assets
- Providing taxation advice relating to trusts
- Asset management and investment oversight
- Communicating with and educating beneficiaries
Candidate Requirements
This role is suited to an individual with:
- A strong private client background, ideally with hands on trust administration experience
- Solid technical knowledge and a commercial approach to trust law and practice
- The ability to manage their own caseload with supervision from a Partner
- Excellent interpersonal skills and a collaborative, team focused mindset
- A proactive, enthusiastic and ambitious approach
- A growth mindset and the ability to see the wider commercial picture
Applications are welcomed from both qualified solicitors and experienced trust professionals who can demonstrate equivalent expertise.
Benefits
The firm offers a comprehensive benefits package, including:
- Flexible working
- 25 days' holiday plus Bank Holidays
- An additional day off for your birthday
- Private healthcare
- Pension scheme(s)
- Life assurance
- Eye tests and flu jabs
- Corporate gym membership discounts
- Legal support
- Opportunities to get involved in charity fundraising, sports teams and office social events
How to Apply
If this opportunity sounds of interest or you'd like a confidential conversation about your next career move, please contact: Olivia Reed Email: oliviareed@chadwicknott.co.uk Phone: 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.*
Locations
Private Client Trusts Associate - 3+ PQE - Exeter employer: Chadwick Nott
Chadwick Nott is an exceptional employer that prioritises both professional growth and a supportive work culture. As a Private Client Partner in Dorset, you will enjoy the autonomy to manage your own caseload while receiving mentorship opportunities to develop junior lawyers, all within a diverse and inclusive environment that values high-quality client service.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Trusts Associate - 3+ PQE - Exeter
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We think you need these skills to ace Private Client Trusts Associate - 3+ PQE - Exeter
Some tips for your application 🫡
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Brush up on foundational legal principles relevant to the specific area of law you’re applying for, whether it’s corporate, criminal, or family law. We might get asked situational questions to test your knowledge, so being articulate about key concepts will make you stand out.
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