Private Client Associate: Wealth & Estate Planning in Exeter
Private Client Associate: Wealth & Estate Planning

Private Client Associate: Wealth & Estate Planning in Exeter

Exeter Full-Time 28800 - 48000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Assist clients with wealth protection and estate planning in a dynamic team.
  • Company: Leading law firm in Exeter with a focus on client success.
  • Benefits: Flexible working arrangements and opportunities for professional growth.
  • Why this job: Make a real difference in clients' lives while navigating complex estate planning.
  • Qualifications: 2-5 years of experience in private client matters and a commitment to exceptional service.
  • Other info: Join a diverse culture that values inspiration and collaboration.

The predicted salary is between 28800 - 48000 £ per year.

A leading law firm in Exeter seeks an Associate for their Tax, Trust & Succession team, focusing on wealth protection and estate planning. Candidates should have 2-5 years of experience in private client matters and be committed to providing exceptional service while collaborating with a dynamic team. This role fosters professional growth with flexible working arrangements. Join a culture that values diversity, inspiration, and client success as you navigate complex estate planning for individuals and businesses.

Private Client Associate: Wealth & Estate Planning in Exeter employer: Michelmores

Join a leading law firm in Exeter that prioritises exceptional service and professional growth within its Tax, Trust & Succession team. With a commitment to diversity and collaboration, this role offers flexible working arrangements and the opportunity to navigate complex estate planning, making it an ideal environment for those seeking meaningful and rewarding employment.
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Contact Detail:

Michelmores Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Private Client Associate: Wealth & Estate Planning in Exeter

✨Tip Number 1

Network like a pro! Reach out to your connections in the legal field, especially those who work in wealth and estate planning. A friendly chat can lead to opportunities that aren’t even advertised yet.

✨Tip Number 2

Prepare for interviews by researching the firm’s recent cases and their approach to client service. We want you to show off your knowledge and passion for private client matters during those crucial conversations.

✨Tip Number 3

Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation. It keeps you on their radar and shows your enthusiasm for the role.

✨Tip Number 4

Apply through our website for a smoother process! We’ve made it easy for you to showcase your skills and experience directly to us. Plus, it shows you’re serious about joining our dynamic team.

We think you need these skills to ace Private Client Associate: Wealth & Estate Planning in Exeter

Wealth Protection
Estate Planning
Private Client Matters
Exceptional Service
Collaboration
Professional Growth
Diversity Awareness
Client Success
Tax Law Knowledge
Trust Law Knowledge
Succession Planning
Analytical Skills
Communication Skills
Problem-Solving Skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your experience in private client matters, especially in tax, trust, and estate planning. We want to see how your skills align with the role, so don’t be shy about showcasing your achievements!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your passion for wealth protection and estate planning. Let us know why you’re excited about joining our team and how you can contribute to our culture of diversity and client success.

Showcase Your Team Spirit: Since collaboration is key in our dynamic team, mention any experiences where you’ve worked effectively with others. We love candidates who can demonstrate their ability to thrive in a team environment while providing exceptional service.

Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. Plus, it’s super easy!

How to prepare for a job interview at Michelmores

✨Know Your Stuff

Make sure you brush up on your knowledge of tax, trust, and succession laws. Familiarise yourself with recent changes in legislation that could impact wealth protection and estate planning. This will show the interviewers that you're not just experienced but also proactive about staying informed.

✨Showcase Your Client-Centric Approach

Prepare examples of how you've provided exceptional service to clients in the past. Think about specific cases where your advice made a significant difference. This will demonstrate your commitment to client success, which is key for this role.

✨Team Player Vibes

Since collaboration is important in this position, be ready to discuss how you've worked effectively within a team. Share stories that highlight your ability to communicate and collaborate with colleagues to achieve common goals, especially in complex situations.

✨Embrace Diversity and Inspiration

Research the firm's culture and values around diversity and inspiration. Be prepared to discuss how you can contribute to this environment. Sharing your own experiences or perspectives on diversity can resonate well with the interviewers and show that you align with their ethos.

Private Client Associate: Wealth & Estate Planning in Exeter
Michelmores
Location: Exeter

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