Private Wealth Associate: High‑Net‑Worth Trusts & Tax (Hybrid)

Private Wealth Associate: High‑Net‑Worth Trusts & Tax (Hybrid)

Full-Time 55000 - 65000 £ / year (est.) Home office (partial)
Larson Maddox

At a Glance

  • Tasks: Advise high-net-worth clients on wealth structuring and tax matters.
  • Company: Larson Maddox, a respected law firm in Bristol.
  • Benefits: Flexible hybrid working, clear career progression, and exposure to complex cases.
  • Other info: Dynamic environment with opportunities for professional growth.
  • Why this job: Join a nationally recognised practice and make a real difference for clients.
  • Qualifications: 2-6 years' PQE in Private Wealth and strong drafting skills.

The predicted salary is between 55000 - 65000 £ per year.

Larson Maddox, a Bristol-based law firm, seeks a Private Wealth Associate to advise high-net-worth individuals, families and trustees on a broad range of private client matters. The role offers exposure to complex wealth structuring, succession planning and tax matters, with flexible, hybrid working options and clear progression within a nationally recognised practice.

The successful candidate will typically have 2-6 years' PQE in Private Wealth, strong drafting skills and a client-focused approach.

Private Wealth Associate: High‑Net‑Worth Trusts & Tax (Hybrid) employer: Larson Maddox

Join a prestigious international law firm in London, renowned for its exceptional Intellectual Property practice, where you will engage in high-stakes patent litigation for leading life sciences companies. The firm fosters a collaborative work culture that prioritises professional growth, offering associates significant client exposure and the opportunity to work on groundbreaking legal matters from the outset. With a commitment to innovation and excellence, this role provides a unique platform for developing your expertise in a dynamic and supportive environment.

Larson Maddox

Contact Details:

Larson Maddox Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Private Wealth Associate: High‑Net‑Worth Trusts & Tax (Hybrid)

Tap into Campus Networks

If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.

Get Certified

Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.

Connect on Professional Platforms

Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.

Apply Directly and Be Proactive

Don’t shy away from reaching out directly to firms like Larson Maddox. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.

We think you need these skills to ace Private Wealth Associate: High‑Net‑Worth Trusts & Tax (Hybrid)

Private Wealth Advisory
Wealth Structuring
Succession Planning
Tax Matters
Drafting Skills
Client-Focused Approach
Legal Research

Some tips for your application 🫡

Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.

Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Larson Maddox.

Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.

Research and Reflect:Before hitting that 'apply' button on Larson Maddox's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!

How to prepare for a job interview at Larson Maddox

Brush Up on Financial Analysis Skills

Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Larson Maddox.

Prepare for Case Studies

Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.

Show Your Passion for Finance

Since this is a full-time position, employers at Larson Maddox will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.

Network with Industry Professionals

Before your interview, reach out to current or former Larson Maddox employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.