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- Tasks: Manage your own caseload and provide expert advice on wills, trusts, and estate administration.
- Company: Join an award-winning Legal 500 firm with a strong reputation in Private Client services.
- Benefits: Enjoy hybrid working options and a competitive remuneration package.
- Why this job: Be part of a collaborative team focused on delivering exceptional client care and making a real impact.
- Qualifications: Must have at least 6 years of post-qualification experience in a relevant field.
- Other info: Work closely with clients and their families to navigate complex financial and legal matters.
The predicted salary is between 43200 - 72000 £ per year.
The opportunity to join an award winning top tier Legal 500 firm has arisen as the firm continues to expand their Private Client team. The Team have a strong reputation and are keen to add an experienced Associate to their offering.
You will have gained experience from a City or established regional firm and be confident in managing your own caseload. You will have gained experience in business development and client retention and you will work closely with the other departments in the firm to ensure a first class service is delivered to all of the firm's clients.
The team work closely with clients, their families and other professional advisers to achieve a whole-life view of care, wealth management, tax and inheritance issues based on each client’s individual financial and family circumstances, their long term goals and priorities.
The work will include advice on wills, probate and estate administration, trusts, tax, contentious matters, powers of attorney and protection of vulnerable family members including retirement issues among other matters.
To be successful in this role you will have a minimum of 6 years pqe and the ability to work closely with the existing members of the Private Client team. The firm offer a competitive remuneration package alongside a range of benefits to include hybrid working.
If you are interested and would like to discuss the opportunity in more detail, please contact me directly.
Private Client Associate employer: Pearson Whiffin Recruitment Group
Contact Detail:
Pearson Whiffin Recruitment Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Associate
✨Tip Number 1
Network with professionals in the legal field, especially those who work in private client services. Attend industry events or webinars to connect with potential colleagues and mentors who can provide insights into the firm and its culture.
✨Tip Number 2
Research the firm’s recent cases and achievements in the private client sector. Being knowledgeable about their work will not only help you in discussions but also demonstrate your genuine interest in joining their team.
✨Tip Number 3
Prepare to discuss your experience in business development and client retention during any informal conversations or interviews. Highlight specific examples of how you've successfully managed client relationships and contributed to growth.
✨Tip Number 4
Familiarise yourself with the latest trends and challenges in private client law, such as tax changes or estate planning strategies. This knowledge will position you as a well-informed candidate who can bring valuable insights to the team.
We think you need these skills to ace Private Client Associate
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in private client work, particularly focusing on your 6 years of post-qualification experience (pqe). Emphasise your skills in managing a caseload and any business development achievements.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the firm's values and how your experience aligns with their needs. Mention specific areas of private client work you have handled, such as wills, probate, and trusts, to demonstrate your expertise.
Showcase Client Management Skills: In your application, provide examples of how you have successfully managed client relationships and contributed to client retention. This could include specific strategies you implemented or feedback from clients.
Highlight Collaborative Experience: Since the role involves working closely with other departments, mention any past experiences where you collaborated with different teams or professionals. This will show your ability to deliver a first-class service to clients.
How to prepare for a job interview at Pearson Whiffin Recruitment Group
✨Showcase Your Experience
Make sure to highlight your experience from a City or established regional firm. Be prepared to discuss specific cases you've managed, particularly those involving wills, probate, and estate administration.
✨Demonstrate Business Development Skills
Since the role involves business development and client retention, come equipped with examples of how you've successfully attracted and retained clients in the past. This will show your potential employer that you can contribute to their growth.
✨Understand the Firm's Values
Research the firm's reputation and values before the interview. Understanding their approach to client care and wealth management will help you align your answers with what they are looking for in a Private Client Associate.
✨Prepare Questions
Have thoughtful questions ready to ask at the end of the interview. Inquire about the team dynamics, ongoing projects, or how they measure success in the Private Client team. This shows your genuine interest in the role and the firm.
