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- Tasks: Advise clients on estate planning, draft Wills, and manage complex private client matters.
- Company: Top-tier law firm in Exeter with a stellar reputation in Private Wealth.
- Benefits: Competitive salary, flexible working, and strong career development opportunities.
- Why this job: Join a collaborative team and make a real impact on high-net-worth clients.
- Qualifications: Qualified Solicitor with 6+ years’ experience in private client work.
- Other info: Supportive culture with clear progression paths at Associate and Senior Associate levels.
The predicted salary is between 36000 - 60000 £ per year.
We are delighted to be working with a top-tier, leading law firm based in Exeter Central who are continuing to grow their highly regarded Private Wealth team. The firm offers an outstanding combination of high-quality work, excellent salary and benefits, and a genuine commitment to work-life balance, including flexible and hybrid working arrangements. This is an excellent opportunity for an experienced Private Client lawyer to join a collaborative, forward-thinking team advising a diverse and high-net-worth client base in the UK and internationally.
The Role: You will advise individuals, companies and trusts on the full range of private client matters, handling complex and rewarding work while playing a key role in the continued development of the team. The role offers real autonomy, strong client relationships and the opportunity to contribute to the wider success and profile of the department.
Key Responsibilities:
- Advising clients on estate and asset protection planning
- Drafting Wills, including tax-efficient Wills and those incorporating trusts
- Creating and advising on onshore trusts
- Probate planning and full estate administration
- Advising on Powers of Attorney and Court of Protection matters
- Providing residence and domicile planning, including inbound and outbound international structuring
- Supervising, mentoring and developing junior members of the team
- Proactively participating in business development and marketing initiatives
- Managing files efficiently and in accordance with Lexcel procedures
- Taking part in departmental and firm-wide training and development
About You:
- Qualified Solicitor (or equivalent) with 6+ years’ PQE in private client work (flexibility on PQE for the right candidate)
- Strong experience across the breadth of private wealth matters
- STEP qualified or working towards STEP (strongly preferred)
- Proven ability to manage files independently and take responsibility for complex matters
- Excellent technical ability with an innovative and commercial approach
- Strong client management skills with a clear understanding of financial performance
- A genuine commitment to delivering exceptional client service
- An interest in marketing and developing client relationships
- Highly organised, with the ability to prioritise work and meet deadlines
- A collaborative team player with strong communication skills
- Positive, proactive and commercially aware, with a solid academic background
Why Join This Firm?
- Top-tier Exeter firm with an excellent reputation in Private Wealth
- Highly competitive salary and benefits package
- Hybrid and flexible working to support work-life balance
- High-quality domestic and international client work
- Supportive culture with a strong focus on career development
- Clear progression opportunities at Associate and Senior Associate level
Please get in touch if you would like more information about this role or send your CV via the form below in complete confidence and we will get back to you. If you would prefer to talk to us in the first instance, please get in touch.
Private Wealth Associate / Senior Associate in Exeter employer: Legal Southwest
Contact Detail:
Legal Southwest Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Wealth Associate / Senior Associate in Exeter
✨Network Like a Pro
Get out there and connect with people in the industry! Attend events, join relevant groups, and don’t be shy about reaching out to professionals on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Ace the Informational Interview
If you can, set up informal chats with people already working in private wealth. This is a great way to learn more about the role and the firm while also making a good impression. Plus, it shows your genuine interest in the field!
✨Showcase Your Skills
When you get the chance to meet potential employers, make sure to highlight your experience and how it aligns with their needs. We want to see how you can bring value to the team, so be ready to discuss specific examples of your work!
✨Apply Through Our Website
Don’t forget to apply through our website for the best chance at landing that dream job! We’re here to help you every step of the way, so take advantage of the resources we offer to make your application stand out.
We think you need these skills to ace Private Wealth Associate / Senior Associate in Exeter
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the specific skills and experiences that match the Private Wealth Associate role. Highlight your PQE, client management skills, and any relevant qualifications like STEP 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 experience aligns with our firm’s values. Keep it engaging and personal – we want to get to know you!
Showcase Your Client Relationships: We love seeing strong client management skills! In your application, mention specific examples of how you've built and maintained relationships with clients, especially in complex matters. This will help us see your potential impact on our team.
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for this fantastic opportunity. We can’t wait to hear from you!
How to prepare for a job interview at Legal Southwest
✨Know Your Stuff
Make sure you brush up on the key areas of private client law, especially estate planning and trusts. Familiarise yourself with recent changes in legislation that could impact your clients, as this shows you're proactive and knowledgeable.
✨Showcase Your Experience
Prepare specific examples from your past work that highlight your ability to manage complex matters independently. Think about times when you've successfully advised clients or mentored junior colleagues, as these experiences will resonate well with the interviewers.
✨Demonstrate Client Management Skills
Be ready to discuss how you build and maintain strong client relationships. Share examples of how you've delivered exceptional service and contributed to business development initiatives, as this is crucial for the role.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's culture, team dynamics, and future goals. This not only shows your interest in the position but also helps you assess if the firm aligns with your career aspirations and values.
