At a Glance
- Tasks: Advise high-net-worth clients on estate planning, wills, and trusts.
- Company: Join a respected national law firm with a strong reputation.
- Benefits: Flexible benefits, career development, and a focus on work-life balance.
- Other info: Collaborative culture with opportunities for professional growth.
- Why this job: Make a real impact while building long-term client relationships.
- Qualifications: 4+ years' experience in private client work and strong relationship-building skills.
The predicted salary is between 60000 - 80000 £ per year.
We have an excellent opportunity for an Associate, Senior Associate or Partner to join a highly regarded Private Capital team. The role focuses primarily on wills, lifetime planning and trust advisory work. This is an opportunity to become part of an established national practice with a strong reputation, working with a diverse and prestigious client base. The team advises a significant number of high-net-worth and ultra-high-net-worth individuals, often with complex financial arrangements. While you will handle more straightforward matters with a degree of autonomy, a large portion of your work will involve complex and technically challenging estate planning, working closely with senior lawyers as you continue to develop your expertise.
Key Responsibilities
- You will work across a broad range of private client matters, including:
- Advising on estate planning for high-net-worth, entrepreneurial and international clients
- Drafting wills and lasting powers of attorney
- Providing advice on inheritance tax and capital gains tax in the context of estate planning
- Supporting business owners with pre-exit planning opportunities
- Advising on the creation, restructuring and winding up of trusts
- Working alongside specialist teams on trust administration and compliance matters
- Liaising with clients' financial advisers, with confidence discussing a wide range of financial products
- Advising on Deeds of Variation, including discretionary trust arrangements
- Delivering a consistently high level of client service, building trusted long-term relationships
You will also have opportunities to:
- Contribute to business development and networking activity
- Raise your profile and that of the team through speaking engagements, webinars and thought leadership
Support & Development
You will benefit from the support of a well-resourced national team, including:
- Access to high-quality precedents and technical resources
- Guidance from experienced senior lawyers and a dedicated professional support function
- Structured technical and professional development opportunities
- Support in pursuing STEP and/or CTA qualifications (if not already achieved)
About You
This opportunity would suit someone who:
- Has 4+ years' PQE in private client work, with a strong focus on wills and lifetime planning (for candidates interested in joining as a Partner, you will need to demonstrate a substantial amount of experience either operating already at Partner or a substantially senior level)
- Demonstrates a genuine passion for private client law
- Has strong technical attention to detail and the ability to deliver practical solutions
- Is confident working both independently and as part of a collaborative team
- Values excellent client service and can evidence strong relationship-building skills
- Is comfortable engaging in business development and networking activities
- Is motivated to develop technical expertise and progress professionally
The Opportunity
You will be joining a respected national law firm with a strong reputation for excellence, built on the quality and expertise of its people. The firm offers:
- A supportive, inclusive and collaborative culture
- A strong commitment to career development and progression
- A focus on work-life balance and wellbeing
- Access to a comprehensive learning and development programme
- A flexible benefits package recognising contribution and performance
This role offers the opportunity to build a rewarding long-term career, working alongside highly regarded colleagues on high-quality, engaging work.
Private Client Senior Associate / Partner - Bristol employer: Simpson Judge Ltd
Join a prestigious national law firm in Bristol, renowned for its supportive and inclusive culture that prioritises employee wellbeing and career development. As a Private Client Senior Associate or Partner, you will have access to exceptional resources and mentorship from experienced professionals, enabling you to thrive in a collaborative environment while working on complex and rewarding cases for high-net-worth clients.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Senior Associate / Partner - Bristol
✨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!
✨Show Off Your Expertise
When you get the chance to chat with potential employers, make sure to highlight your experience in private client law. Share specific examples of how you've tackled complex estate planning or built strong client relationships. We want to see your passion shine through!
✨Follow Up Like a Boss
After any interview or networking event, drop a quick thank-you email to express your appreciation. It keeps you fresh in their minds and shows that you’re genuinely interested. We can’t stress enough how important this little gesture can be!
✨Apply Through Our Website
Don’t forget to check out our website for the latest job openings! Applying directly through us not only makes it easier for you but also shows your enthusiasm for joining our team. Let’s get you that dream role together!
We think you need these skills to ace Private Client Senior Associate / Partner - Bristol
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the specific skills and experiences that match the role. Highlight your expertise in private client work, especially in wills and lifetime planning, 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 law and how your background aligns with our needs. Be genuine and let your personality come through.
Showcase Your Achievements:Don’t just list your responsibilities; share your successes! Whether it’s a complex estate planning case or a successful client relationship, we want to see how you’ve made an impact in your previous roles.
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 don’t miss out on any important updates from our team!
How to prepare for a job interview at Simpson Judge Ltd
✨Know Your Stuff
Make sure you brush up on your knowledge of wills, estate planning, and trust advisory work. Familiarise yourself with the latest regulations and trends in private client law, especially those affecting high-net-worth individuals. This will show that you're not just interested in the role but are also well-prepared to tackle the complexities involved.
✨Showcase Your Experience
Be ready to discuss specific cases or scenarios from your past experience that highlight your skills in handling complex financial arrangements. Use examples that demonstrate your attention to detail and ability to deliver practical solutions. This is your chance to shine, so make it count!
✨Build Rapport
Since this role involves a lot of client interaction, practice building rapport during your interview. Be personable and approachable, and don’t hesitate to share your passion for providing excellent client service. Remember, they’re looking for someone who can build long-term relationships, so let your personality shine through.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s approach to private client work and their expectations for the role. Inquire about opportunities for professional development and how the team collaborates on complex cases. This shows your genuine interest in the position and helps you assess if the firm is the right fit for you.
