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 access to high-quality resources and support.
- Why this job: Make a real impact while building a rewarding long-term career.
- Qualifications: 4+ years’ PQE 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 in Bath employer: Simpson Judge
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 estate planning matters for high-net-worth clients.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Senior Associate / Partner - Bristol in Bath
✨Network Like a Pro
Get out there and connect with people in the industry! Attend events, webinars, or even casual meet-ups. The more you engage, the better your chances of landing that dream role.
✨Show Off Your Expertise
Don’t be shy about sharing your knowledge! Write articles, give talks, or participate in discussions related to private client law. This not only boosts your profile but also shows potential employers your passion and expertise.
✨Tailor Your Approach
When reaching out to firms, make sure to personalise your message. Highlight how your experience aligns with their needs, especially in areas like estate planning and trust advisory work. It shows you’ve done your homework!
✨Apply Through Our Website
We encourage you to apply directly through our website for the best chance at success. It streamlines the process and ensures your application gets the attention it deserves!
We think you need these skills to ace Private Client Senior Associate / Partner - Bristol in Bath
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Private Client Senior Associate/Partner role. Highlight your experience in wills, lifetime planning, and trust advisory work, as these are key areas for us.
Showcase Your Expertise:Don’t shy away from detailing your technical skills and experience with high-net-worth clients. We want to see how you’ve tackled complex estate planning issues and provided practical solutions in your previous roles.
Demonstrate Your Passion:Let your enthusiasm for private client law shine through! Share examples of how you’ve built long-term relationships with clients and contributed to business development activities. We love seeing candidates who are genuinely passionate about what they do.
Apply Through Our Website:We encourage you to submit your application via our website. It’s the best way for us to receive your details and ensures you’re considered for this fantastic opportunity in our Bristol office!
How to prepare for a job interview at Simpson Judge
✨Know Your Stuff
Make sure you brush up on your knowledge of private client law, especially around wills and estate planning. Familiarise yourself with the latest trends and challenges in the field, as well as any recent case law that might be relevant. This will show your passion and expertise during the interview.
✨Showcase Your Experience
Prepare to discuss specific examples from your past work that highlight your skills in handling complex financial arrangements and advising high-net-worth clients. Use the STAR method (Situation, Task, Action, Result) to structure your answers and make them impactful.
✨Build Rapport
Since this role involves a lot of client interaction, practice building rapport with your interviewers. Be personable and approachable, and don’t hesitate to ask questions about their experiences at the firm. This will demonstrate your relationship-building skills and genuine interest in the team.
✨Demonstrate Business Development Skills
Be ready to discuss how you've contributed to business development in your previous roles. Share any networking activities or initiatives you've been involved in, and think about how you can bring that experience to the firm. This shows you're not just a great lawyer but also someone who can help grow the practice.
