At a Glance
- Tasks: Manage diverse trust cases and provide expert advisory services.
- Company: Award-winning law firm with a strong community focus.
- 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-first environment.
- Qualifications: Experience in private client trusts and strong interpersonal skills.
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 your 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.*
Private Client Trusts Associate - 3+ PQE - Exeter in Devon employer: Chadwick Nott
Join an award-winning Top 200 UK law firm in Exeter, where a people-first culture fosters collaboration and career growth. With a strong commitment to employee wellbeing, flexible working arrangements, and a comprehensive benefits package, this firm not only values its staff but also encourages involvement in community initiatives and social events, making it an exceptional place for meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Trusts Associate - 3+ PQE - Exeter in Devon
✨Network Like a Pro
Get out there and connect with people in the industry! Attend local events, join relevant groups, and don’t be shy about reaching out on LinkedIn. We all know that sometimes it’s not just what you know, but who you know that can land you that dream job.
✨Ace the Informational Interview
Set up informal chats with professionals in the field. This isn’t a job interview, but a chance to learn and make a good impression. We can use these conversations to showcase our enthusiasm and knowledge about private client trusts, which could lead to unexpected opportunities.
✨Showcase Your Skills
Prepare a portfolio or case studies that highlight your experience in trust administration and compliance. We want to demonstrate our technical expertise and problem-solving skills. This can really set us apart when we’re in front of potential employers.
✨Apply Through Our Website
Don’t forget to apply directly through our website! It shows initiative and gives us a better chance of being noticed. Plus, we can keep an eye on new openings and updates from the firm, making sure we’re always in the loop.
We think you need these skills to ace Private Client Trusts Associate - 3+ PQE - Exeter in Devon
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the specific skills and experiences that match the Private Client Trusts Associate role. Highlight your trust administration experience and any relevant qualifications to show us you’re the right fit!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you're passionate about private client work and how your background aligns with our firm’s values. Keep it engaging and personal – we want to get to know you!
Showcase Your Interpersonal Skills:Since this role involves communicating with beneficiaries and working in a team, make sure to highlight your excellent interpersonal skills. Share examples of how you've successfully collaborated with others or managed client relationships.
Apply Through Our Website:We encourage you to apply directly through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Chadwick Nott
✨Know Your Trusts Inside Out
Make sure you brush up on your knowledge of trust law and administration. Be prepared to discuss specific cases or scenarios where you've applied your expertise. This will show that you not only understand the theory but can also apply it practically.
✨Showcase Your Interpersonal Skills
As a Private Client Trusts Associate, you'll be dealing with beneficiaries and clients regularly. Highlight your communication skills during the interview. Share examples of how you've effectively educated clients or managed difficult conversations in the past.
✨Demonstrate Your Growth Mindset
The firm values a proactive and ambitious approach. Be ready to talk about how you've taken initiative in previous roles, whether it's through professional development or contributing to team projects. This will align with their people-first culture.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's approach to trust management and client care. This shows your genuine interest in the role and helps you assess if the firm’s values align with yours. It’s a great way to engage with the interviewers!
