At a Glance
- Tasks: Manage high-value Private Client matters and advise affluent clients on complex estate planning.
- Company: Join a highly regarded firm with a supportive and progressive culture.
- Benefits: Enjoy enhanced leave, private healthcare options, and ongoing training opportunities.
- Other info: Dynamic role with excellent career progression and development opportunities.
- Why this job: Work closely with high-net-worth clients and make a real impact in their lives.
- Qualifications: 3+ years PQE in Private Client and strong technical knowledge required.
The predicted salary is between 65000 - 65000 € per year.
An excellent opportunity has arisen for an experienced Private Client Solicitor or Associate to join a highly regarded and growing Private Client department. This role offers the chance to work within a specialist team handling high-quality work for high-net-worth and ultra-high-net-worth/celebrity individuals through a long-standing banking relationship.
This is not a traditional Private Client role and would suit someone who enjoys technically strong work, fast-paced turnaround times, and working with affluent clients on complex estate and succession matters. The successful candidate will work closely with a major banking client, advising on a range of Private Client matters including inheritance tax planning, estate planning, Wills, LPAs, estate administration, and trusts.
The role can be based from either the Nottingham or Peterborough office, with some travel and occasional out-of-hours work required for meetings, networking, and training purposes.
Responsibilities will include:
- Managing a varied caseload of Private Client matters including:
- Inheritance Tax and estate planning
- Wills and Lasting Powers of Attorney
- Estate administration
- Lifetime and discretionary trusts
- Complex and high-value estates
- Working closely with a banking referral stream involving affluent and ultra-high-net-worth individuals.
- Advising clients both remotely and face-to-face where required.
- Delivering work within tight turnaround times while maintaining exceptional attention to detail and accuracy.
- Building and maintaining strong relationships with clients and referrers.
- Working collaboratively with colleagues across the wider department.
- Supporting business development initiatives and contributing to the continued growth of the team.
- Ensuring compliance with quality standards, internal procedures, and regulatory requirements.
- Managing files efficiently and commercially while working towards individual targets.
About You
The ideal candidate will have:
- A relevant legal qualification.
- Ideally 3+ years PQE within Private Client.
- Strong technical knowledge across Private Client matters.
- Experience handling complex estates, inheritance tax planning, trusts, and estate administration work.
- Experience working with high-net-worth clients would be advantageous, although candidates from strong traditional Private Client backgrounds are also encouraged to apply.
- Excellent communication and client care skills.
- The ability to work accurately and efficiently under pressure and to tight deadlines.
- A proactive and commercially aware approach.
- Strong organisational skills and attention to detail.
- Experience using case management systems and Microsoft Office applications.
- A collaborative and professional approach with a genuine interest in career progression and development.
Benefits
The firm offers a supportive and progressive working environment alongside excellent quality work and genuine long-term development opportunities. Benefits include:
- Enhanced annual leave plus bank holidays.
- Additional leave over the Christmas and New Year period.
- Birthday leave.
- Private healthcare options.
- Healthcare cashback plan.
- Enhanced pension contribution.
- Option to purchase additional annual leave.
- Group life assurance.
- Ongoing training and career development opportunities.
Apply
Please submit an up-to-date CV demonstrating your relevant skills and experience for the role or contact Steph at Simpson Judge.
Private Client Associate in Derby employer: Simpson Judge
Join a highly regarded and growing Private Client department that offers an exceptional working environment in either Nottingham or Peterborough. With a focus on high-quality work for affluent clients, you will benefit from enhanced annual leave, private healthcare options, and ongoing training opportunities, all while being part of a collaborative team that values your professional growth and development.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Associate in Derby
✨Network Like a Pro
Get out there and meet people! Attend industry events, seminars, or even casual meet-ups. Building relationships with professionals in the field can open doors to opportunities that aren’t advertised.
✨Show Off Your Skills
When you get the chance to chat with potential employers, don’t hold back! Share your experiences and how you’ve tackled complex cases. Let them see your passion for Private Client work and your knack for handling high-net-worth clients.
✨Follow Up
After any meeting or networking event, drop a quick email to say thanks and express your interest in working together. It keeps you on their radar and shows you’re genuinely interested in the role.
✨Apply Through Us
Don’t forget to apply through our website! We’re always looking for talented individuals like you to join our team. Plus, it’s a great way to ensure your application gets the attention it deserves.
We think you need these skills to ace Private Client Associate in Derby
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Private Client Associate role. Highlight your relevant experience, especially in handling complex estates and working with high-net-worth clients. We want to see how your skills align with what we're looking for!
Showcase Your Technical Skills:Since this role involves technically strong work, don’t shy away from showcasing your technical knowledge in areas like inheritance tax planning and estate administration. We love seeing candidates who can demonstrate their expertise clearly.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about this role and how your background makes you a perfect fit. We appreciate a personal touch that shows us you’ve done your homework on our firm.
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves. Plus, it’s super easy!
How to prepare for a job interview at Simpson Judge
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to Private Client matters. Be ready to discuss inheritance tax planning, estate administration, and trusts in detail. This will show that you're not just familiar with the basics but can handle complex issues that affluent clients might face.
✨Showcase Your Experience
Prepare specific examples from your past work that highlight your experience with high-net-worth clients and complex estates. Use the STAR method (Situation, Task, Action, Result) to structure your answers, making it easy for the interviewer to see how you've successfully managed similar cases.
✨Demonstrate Your Client Care Skills
Since this role involves working closely with clients, be prepared to discuss how you build and maintain strong relationships. Share anecdotes that illustrate your excellent communication skills and your proactive approach to client care, especially under tight deadlines.
✨Be Ready for a Fast-Paced Environment
This isn't a traditional Private Client role, so be ready to talk about how you thrive in fast-paced settings. Discuss your organisational skills and how you manage multiple cases efficiently while maintaining attention to detail. This will reassure them that you can handle the demands of the job.
