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- Tasks: Advise clients on wills, trusts, and estate planning while managing complex cases.
- Company: Established Somerset firm with a focus on personal client relationships.
- Benefits: Competitive salary, supportive environment, and opportunities for professional growth.
- Why this job: Make a real difference in clients' lives through meaningful legal work.
- Qualifications: 4+ years of experience in private client law and strong client relationship skills.
- Other info: Join a stable team dedicated to high-quality service and client care.
The predicted salary is between 36000 - 60000 £ per year.
A long-established Somerset firm is looking to appoint an Associate or Senior Associate to join its expert Wills, Tax & Trusts team based in Wells.
This is a role for someone who enjoys the substance and nuance of private client work - advising families, business owners and high-net-worth individuals on wills, inheritance tax, trusts, estate administration, and lasting powers of attorney. The work is varied, often complex, and always personal. You'll be working closely with clients and professional referrers alike, building relationships that often span generations.
The firm is looking for someone who will be based primarily in the Wells office, with regular client contact and strong links to local advisors forming a key part of the role.
What you’ll be doing:
- Drafting and advising on wills and succession planning
- Providing detailed inheritance tax and capital tax planning advice
- Creating and managing lifetime trusts and overseeing associated tax returns
- Administering estates
- Managing a portfolio of LPAs (property and financial affairs, health and welfare)
- Keeping up to date with legal and compliance developments
- Playing an active part in maintaining and growing professional relationships
Who this will suit:
- A technically strong private client lawyer, likely with 4+ years' PQE
- Someone who enjoys close client contact and being part of a visible, office-based team
- A lawyer who values doing high-quality work in a stable and supportive environment
Discreet enquiries are welcome - just get in touch for a confidential conversation.
Private Client Associate / Senior Associate in Royal Tunbridge Wells 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 / Senior Associate in Royal Tunbridge Wells
✨Tip Number 1
Network like a pro! Get out there and connect with local advisors and professionals in the Wells area. Attend events, join relevant groups, and don’t be shy about introducing yourself – building those relationships can lead to referrals and opportunities.
✨Tip Number 2
Show your personality! When you get the chance to meet potential employers or clients, let your genuine self shine through. They want to see that you’re not just a skilled lawyer but also someone they can trust and relate to on a personal level.
✨Tip Number 3
Be proactive! Don’t wait for job openings to pop up. Reach out directly to firms you admire, like the one in Wells, and express your interest. A well-timed email can make all the difference and show your enthusiasm for joining their team.
✨Tip Number 4
Utilise our website! We’ve got loads of resources and tips to help you ace your job search. Plus, applying through our platform can give you an edge, as we often highlight candidates who engage with us directly.
We think you need these skills to ace Private Client Associate / Senior Associate in Royal Tunbridge Wells
Some tips for your application 🫡
Show Your Passion for Private Client Work: When writing your application, let us see your enthusiasm for private client work. Share specific experiences that highlight your skills in advising families and high-net-worth individuals, as this will resonate with our focus on personal and nuanced client relationships.
Tailor Your CV and Cover Letter: Make sure to customise your CV and cover letter for the role. Highlight relevant experience in wills, trusts, and estate administration, and don’t forget to mention any strong links you have with local advisors, as this is key for us in Wells.
Be Clear and Concise: We appreciate clarity! Keep your application straightforward and to the point. Use bullet points where necessary to make it easy for us to see your qualifications and achievements at a glance.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen to join our team at StudySmarter!
How to prepare for a job interview at JMC Legal Recruitment
✨Know Your Stuff
Make sure you brush up on the specifics of wills, trusts, and inheritance tax. Familiarise yourself with recent legal developments in these areas, as well as any relevant case studies. This will show that you're not just knowledgeable but also genuinely interested in the field.
✨Showcase Your People Skills
Since this role involves a lot of client interaction, be prepared to discuss your experience in building and maintaining relationships. Think of examples where you've successfully navigated complex client situations or provided exceptional service. This will highlight your ability to connect with clients on a personal level.
✨Prepare Thoughtful Questions
Interviews are a two-way street, so come armed with insightful questions about the firm’s approach to private client work and their team dynamics. This not only shows your interest but also helps you gauge if the firm is the right fit for you.
✨Demonstrate Your Commitment to Growth
Talk about how you stay updated with legal changes and your plans for professional development. Whether it’s attending seminars or pursuing further qualifications, showing that you’re proactive about your growth will resonate well with the interviewers.
