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- Tasks: Manage a diverse caseload of private client matters, including wills and estate planning.
- Company: Join a respected law firm known for its people-first approach and tailored legal advice.
- Benefits: Enjoy competitive salary, private healthcare, generous leave, and hybrid working options.
- Why this job: Grow your practice in a supportive environment that values professional and personal development.
- Qualifications: Qualified solicitor with 3+ years in private client law; STEP membership is a plus.
- Other info: This role offers autonomy and visibility in a growing team across the South West.
The predicted salary is between 36000 - 60000 £ per year.
Private Client Associate
Location: Exeter
PQE: 3+ years
Contract: Permanent
Shape your future with a leading Private Client team in Exeter.
A respected and growing Private Client team in Exeter is seeking a talented Associate to support the continued expansion of its high-calibre practice. Known for delivering tailored advice on complex wills, tax, trusts and estate planning, this team acts for high-net-worth individuals, families, trustees and business owners across the South West and beyond.
This is an exciting opportunity to join a progressive, people-first law firm where you\’ll have access to outstanding work, supportive leadership and a clear route for long-term development.
The Role
You\’ll take responsibility for a varied caseload of private client matters, including estate planning, probate, lifetime gifting, trusts, and inheritance tax. You\’ll work closely with senior lawyers and partners on high-value and often multi-faceted instructions, while also managing your own client relationships. This is a visible and client-facing role, well-suited to someone who enjoys building trust and delivering practical, strategic advice.
You\’ll also have the opportunity to contribute to the broader success of the team-whether through mentoring, involvement in business development or growing your own professional network across the region.
What You\’ll Be Doing
- Managing a broad caseload of private client work, including wills, probate, trusts and tax planning
- Delivering a high standard of client care with clear and commercially informed advice
- Supporting senior team members on complex or high-value estate matters
- Engaging in client relationship building and profile-raising activities
- Helping to drive growth by identifying opportunities for internal collaboration and external referrals
- Contributing to team goals, with full support to achieve your own career development objectives
What They\’re Looking For
- A qualified solicitor with a minimum of 3 years\’ PQE in private client law
- Strong technical experience in wills, probate, and estate administration matters
- Organised and detail-oriented, with the confidence to manage your own files independently
- Commercially aware and client-focused, with a personable and proactive approach
- STEP membership (or a commitment to obtain it) is desirable but not essential
Why Apply?
This is a standout opportunity for a private client lawyer looking to grow their practice within a team that values both professional and personal development. With a strong local reputation, a flexible working culture, and excellent visibility across the South West market, the Exeter office is well-positioned for further growth-making this an ideal time to join.
The Package
You\’ll receive a competitive salary and a full benefits package, including private healthcare, generous annual leave, and hybrid working. With structured career progression and an open, inclusive culture, you\’ll be supported to build a long-term and rewarding future.
If you\’re looking for a role that offers high-quality work, real autonomy and a culture that genuinely values its people, this Exeter-based opportunity could be the perfect fit.
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Private Client Associate employer: JMC Legal Recruitment
Contact Detail:
JMC Legal Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Associate
✨Tip Number 1
Network with professionals in the private client sector, especially those who are already working in Exeter. Attend local legal events or seminars to meet potential colleagues and clients, which can help you gain insights into the firm's culture and values.
✨Tip Number 2
Familiarise yourself with the latest trends and changes in private client law, particularly around wills, trusts, and estate planning. This knowledge will not only boost your confidence but also demonstrate your commitment to staying current in the field during interviews.
✨Tip Number 3
Consider reaching out to current or former employees of the firm via LinkedIn. Ask them about their experiences and any tips they might have for succeeding in the application process, as insider knowledge can be invaluable.
✨Tip Number 4
Prepare to discuss specific examples from your previous work that showcase your ability to manage complex cases and build client relationships. Highlighting your relevant experience will help you stand out as a strong candidate for this role.
We think you need these skills to ace Private Client Associate
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in private client law, particularly in areas like wills, probate, and estate planning. Use specific examples to demonstrate your skills and achievements relevant to the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for private client work and your understanding of the firm's values. Mention how your experience aligns with their needs and express your enthusiasm for contributing to their team.
Highlight Client Relationship Skills: Since this role involves managing client relationships, emphasise your interpersonal skills and any previous experience in building trust with clients. Provide examples of how you've successfully managed client expectations in the past.
Showcase Professional Development: Mention any relevant qualifications, such as STEP membership or ongoing professional development courses. This demonstrates your commitment to the field and your desire to grow within the profession.
How to prepare for a job interview at JMC Legal Recruitment
✨Showcase Your Technical Expertise
Make sure to highlight your experience in wills, probate, and estate administration during the interview. Be prepared to discuss specific cases you've handled and the strategies you employed, as this will demonstrate your strong technical background.
✨Demonstrate Client Relationship Skills
Since this role involves managing client relationships, be ready to share examples of how you've built trust with clients in the past. Discuss your approach to delivering practical and strategic advice, as well as any successful outcomes from your interactions.
✨Emphasise Organisational Skills
The ability to manage a varied caseload is crucial for this position. Prepare to talk about your organisational methods and how you prioritise tasks to ensure that all client matters are handled efficiently and effectively.
✨Express Your Commitment to Professional Development
This firm values personal and professional growth, so be sure to convey your enthusiasm for continuous learning. Mention any relevant qualifications, such as STEP membership, or your plans to pursue further training in private client law.
