Senior Private Client Lawyer - Trusts & Estate Planning
Senior Private Client Lawyer - Trusts & Estate Planning

Senior Private Client Lawyer - Trusts & Estate Planning

Full-Time 48000 - 84000 £ / year (est.) No home office possible
Go Premium
J

At a Glance

  • Tasks: Advise high net worth clients on complex estate structures and trust matters.
  • Company: Join a leading law firm in the West Midlands with a strong reputation.
  • Benefits: Enjoy a supportive team, competitive salary, and clear career progression opportunities.
  • Why this job: Be part of a close-knit team that values integrity and long-term client relationships.
  • Qualifications: 8+ years PQE in private client work, ideally with STEP membership.
  • Other info: This role is perfect for seasoned lawyers looking to advance their careers.

The predicted salary is between 48000 - 84000 £ per year.

A leading law firm in the West Midlands is seeking to recruit a Senior Private Client Lawyer with substantial experience in estate planning and trust work. Ideally, the successful candidate will be a full STEP member and will join an established, close-knit team known for its professionalism and long-standing client relationships.

This role is suited to a highly experienced practitioner who enjoys advising high net worth clients, particularly business owners, on complex estate structures and trust matters. The ideal individual will possess strong technical expertise, commercial awareness, and the ability to foster trusted relationships with both clients and professional referrers.

Key Requirements:
  • A minimum of 8 years' PQE in private client work, with a strong focus on trusts and estate planning
  • Proven experience advising HNW individuals, entrepreneurs, and business owners
  • Full STEP membership is highly desirable
  • Existing professional connections with accountants, IFAs, and wealth managers would be advantageous
  • Strong client-facing skills and a proactive, solution-driven mindset
  • A collaborative team player who values a supportive working environment
The Firm Offers:
  • A welcoming and supportive team environment with excellent staff retention
  • High-quality, complex private client work and a loyal client base
  • Clear opportunities for career progression and contribution to departmental growth
  • A competitive salary and benefits package

The role is based at the firm’s West Midlands head office. This is an excellent opportunity for a seasoned Private Client lawyer looking to take the next step in their career within a firm that values integrity, collaboration, and long-term client care.

J

Contact Detail:

Jameson Legal. Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Senior Private Client Lawyer - Trusts & Estate Planning

✨Tip Number 1

Network with professionals in the private client sector, especially those who work with high net worth individuals. Attend industry events or seminars where you can meet accountants, IFAs, and wealth managers, as these connections could lead to referrals.

✨Tip Number 2

Showcase your expertise in trusts and estate planning by engaging in discussions on relevant online forums or social media platforms. This will not only enhance your visibility but also demonstrate your knowledge to potential employers.

✨Tip Number 3

Consider reaching out to current or former employees of the firm to gain insights into their culture and expectations. This information can help you tailor your approach during interviews and show that you are genuinely interested in their team.

✨Tip Number 4

Prepare to discuss specific cases or scenarios where you've successfully advised clients on complex estate structures. Highlighting your practical experience will demonstrate your capability and confidence in handling similar situations at the firm.

We think you need these skills to ace Senior Private Client Lawyer - Trusts & Estate Planning

Extensive knowledge of trusts and estate planning
Full STEP membership
Experience with high net worth individuals
Strong client-facing skills
Proactive problem-solving mindset
Commercial awareness
Ability to build and maintain professional relationships
Collaborative team player
Excellent communication skills
Understanding of complex estate structures
Networking abilities with accountants, IFAs, and wealth managers
Attention to detail
Strong analytical skills
Ability to manage multiple client cases effectively

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your experience in private client work, particularly in trusts and estate planning. Emphasise your 8+ years of PQE and any relevant achievements that demonstrate your expertise in advising high net worth clients.

Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for private client law and your understanding of the complexities involved in estate planning. Mention your full STEP membership and how it enhances your ability to serve clients effectively.

Highlight Client Relationships: In your application, emphasise your ability to build and maintain trusted relationships with clients and professional referrers. Provide examples of how you've successfully advised business owners on complex estate structures.

Showcase Team Collaboration: Demonstrate your collaborative nature by discussing your experience working within a team environment. Highlight instances where you contributed to departmental growth or supported colleagues in achieving client objectives.

How to prepare for a job interview at Jameson Legal.

✨Showcase Your Expertise

Make sure to highlight your extensive experience in trusts and estate planning. Be prepared to discuss specific cases where you've successfully advised high net worth clients, demonstrating your technical knowledge and problem-solving skills.

✨Build Rapport

Since this role involves fostering trusted relationships, focus on building rapport with the interviewers. Show genuine interest in their firm and its values, and be ready to discuss how you can contribute to their supportive team environment.

✨Discuss Professional Connections

If you have existing connections with accountants, IFAs, or wealth managers, bring them up during the interview. This can set you apart from other candidates and show that you understand the importance of collaboration in private client work.

✨Prepare for Scenario Questions

Expect scenario-based questions that assess your approach to complex estate structures and trust matters. Prepare examples that showcase your proactive, solution-driven mindset and your ability to navigate challenging situations.

Senior Private Client Lawyer - Trusts & Estate Planning
Jameson Legal.
Go Premium

Land your dream job quicker with Premium

You’re marked as a top applicant with our partner companies
Individual CV and cover letter feedback including tailoring to specific job roles
Be among the first applications for new jobs with our AI application
1:1 support and career advice from our career coaches
Go Premium

Money-back if you don't land a job in 6-months

J
  • Senior Private Client Lawyer - Trusts & Estate Planning

    Full-Time
    48000 - 84000 £ / year (est.)
  • J

    Jameson Legal.

Similar positions in other companies
UK’s top job board for Gen Z
discover-jobs-cta
Discover now
>