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For Companies At a Glance
- Tasks: Advise clients on private client issues and manage your own caseload.
- Company: Join a top Legal 500 practice known for excellence in private client work.
- Benefits: Enjoy private medical insurance, a pension scheme, 27 days leave, and lifestyle perks.
- Why this job: Work alongside experienced partners and develop valuable skills in a supportive environment.
- Qualifications: 2+ years PQE in Private Wealth and a willingness to learn and grow.
- Other info: Opportunities for business development and obtaining additional qualifications like STEP.
The predicted salary is between 36000 - 60000 £ per year.
Overview
Private Client Associate – Birmingham | Hybrid Working National Legal 50 Law Firm | £55,000 – £70,000
A prestigious national Legal 500 law firm is seeking a Private Client Solicitor to join their Birmingham office. This is a fantastic opportunity to work on high-value, complex private client matters for high-net-worth individuals, including entrepreneurs and celebrities, within a firm renowned for its technical excellence, supportive culture, and career development opportunities.
The Role
- You will manage a varied private client caseload, including:
- Inheritance Tax and estate planning
- Drafting Wills and Lasting Powers of Attorney
- Estate administration
- Lifetime trusts
- Advising mass affluent and high-net-worth clients
You will work alongside a respected private client team, benefiting from structured mentoring, excellent training, and exposure to technically challenging and rewarding work.
About You
- 3+ years PQE in Private Client
- Strong technical knowledge and experience across private client matters
- Proven track record advising mass affluent clients on IHT, estate planning, and administration
- Excellent communication and client-handling skills
- Ability to manage multiple priorities effectively
- Proactive, ambitious, and committed to career growth
- Experience supporting business development
- Familiarity with case management systems and Microsoft Office
- Reward and Development
Benefits
The firm values its people, offering genuine career progression and a comprehensive benefits package, including:
- Enhanced annual leave plus UK Bank Holidays, plus an extra day for your birthday
- Fully funded private healthcare and cashback plans for you and your family
- Enhanced pension with 5% matched contribution
- Option to buy up to three additional days’ holiday per year
- Group Life Assurance at four times annual salary
- Flexible hybrid working arrangements
If you are client-focused, ambitious, and ready to advance your private client career, we would love to hear from you.
Ellie Marshall
Ellie.marshall@oculuslegalgroup.com
07383 821952
#J-18808-Ljbffr
Private Client Associate employer: Oculus Legal Group
Contact Detail:
Oculus Legal Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Associate
✨Tip Number 1
Familiarise yourself with the latest trends and developments in private client law. This will not only help you during interviews but also demonstrate your commitment to staying updated in this field.
✨Tip Number 2
Network with professionals in the legal sector, especially those who specialise in private client work. Attend relevant events or webinars to make connections that could lead to referrals or insights about the role.
✨Tip Number 3
Prepare to discuss specific cases or experiences where you've successfully managed a caseload or developed client relationships. Real-life examples can set you apart from other candidates.
✨Tip Number 4
Show enthusiasm for continuous learning by mentioning any relevant qualifications you're pursuing, like STEP or SFE. This indicates your dedication to professional growth and aligns with the firm's values.
We think you need these skills to ace Private Client Associate
Some tips for your application 🫡
Understand the Role: Carefully read the job description for the Private Client Associate position. Make sure you understand the key responsibilities and required qualifications, as this will help you tailor your application.
Tailor Your CV: Customise your CV to highlight relevant experience in Private Wealth and any specific skills that align with the job requirements. Emphasise your PQE and any notable achievements in private client work.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for private client work and your ability to manage a caseload effectively. Mention your willingness to learn and develop further qualifications, such as STEP or SFE.
Follow Application Instructions: Ensure you submit your application via the 'Apply Now' link provided in the job listing. Double-check that all documents are included and formatted correctly before hitting send.
How to prepare for a job interview at Oculus Legal Group
✨Know Your Private Client Law
Make sure you brush up on the key areas of private client law, including wills, trusts, and estate planning. Being able to discuss recent developments or case studies will show your passion and expertise in the field.
✨Demonstrate Your Client Relationship Skills
Prepare examples of how you've successfully managed client relationships in the past. Highlight your ability to communicate effectively and build trust, as this is crucial for a Private Client Associate role.
✨Show Your Business Development Acumen
Think about ways you've contributed to business development in previous roles. Be ready to discuss how you can help the firm grow its client base and develop referral opportunities.
✨Express Your Willingness to Learn
Since the role requires ongoing professional development, be prepared to talk about your commitment to learning new skills and obtaining qualifications like STEP. This shows that you're proactive and dedicated to your career growth.
