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- Tasks: Manage complex private client matters and advise on estate planning and tax issues.
- Company: Top-tier national firm with a strong Private Wealth practice.
- Benefits: Above market salary, performance bonuses, flexible working, and generous benefits.
- Why this job: Join a dynamic team and work with high-net-worth clients on challenging cases.
- Qualifications: Qualified Solicitor with experience in private client work and strong technical skills.
- Other info: Opportunities for progression and international collaboration in a supportive environment.
The predicted salary is between 85000 - 95000 £ per year.
A leading national top-tier firm with a well-established Private Wealth practice is seeking a Private Client Associate to join its team. The department is Tier 2 ranked for Private Wealth work and is recognised for advising HNW and UHNW clients on complex estates, trusts, tax and succession planning matters. This role offers high-value, technically challenging work within a modern, flexible and well-supported environment.
RESPONSIBILITIES
- Manage a high-quality caseload of complex private client matters for HNW and UHNW clients.
- Advise on estate planning, succession issues, trusts, inheritance tax planning, wills, and asset protection.
- Work on multi-jurisdictional matters including cross-border estates, offshore structures, and international tax considerations.
- Support senior colleagues on major files and handle your own matters autonomously.
- Build strong, long-term relationships with high-value clients, intermediaries, wealth managers, and family offices.
- Contribute to business development, thought leadership, and the ongoing growth of the Private Wealth offering in the South West.
ABOUT YOU
- Qualified Solicitor 4PQE or above in private client work.
- Experience dealing with high-net-worth clients and complex estate, trust, and tax matters.
- Strong technical abilities with a commercial mindset.
- Work collaboratively within a national and international team.
- STEP membership (or working towards) is highly advantageous.
WHAT'S ON OFFER
- Competitive, above market rate salary.
- Performance-related bonus, and annual bonus.
- Flexible hybrid working and high-quality office environment.
- Clear progression and development opportunities within a growing team.
- Generous benefits package including pension, life assurance, private healthcare, and enhanced family policies.
- Access to international workstreams and cross-department collaboration.
Apply or contact Samanta for a confidential conversation.
Locations
Private Wealth Associate in Devon, Exeter employer: Simpson Judge
Contact Detail:
Simpson Judge Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Wealth Associate in Devon, Exeter
✨Tip Number 1
Network like a pro! Reach out to your connections in the private wealth sector and let them know you're on the lookout for opportunities. Attend industry events or webinars to meet potential employers and make a lasting impression.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge related to estate planning, trusts, and tax matters. We want you to showcase your expertise and confidence when discussing complex client issues.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a quick thank-you email to express your appreciation and reiterate your interest in the role. It keeps you fresh in their minds and shows your enthusiasm.
✨Tip Number 4
Apply through our website for the best chance at landing that Private Wealth Associate role. We’re always looking for passionate individuals who can contribute to our growing team, so don’t miss out!
We think you need these skills to ace Private Wealth Associate in Devon, Exeter
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Private Wealth Associate role. Highlight your experience with HNW and UHNW clients, and showcase your expertise in estate planning and tax matters. We want to see how your skills align with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about private client work and how you can contribute to our team. Be sure to mention any relevant qualifications, like your PQE or STEP membership, as we love seeing that commitment.
Showcase Your Technical Skills: In your application, don’t shy away from showcasing your technical abilities. We’re looking for someone who can handle complex cases, so give us examples of your past work with trusts, estates, and tax planning. The more specific, the better!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you get all the latest updates. Plus, it shows you're keen on joining our team at StudySmarter!
How to prepare for a job interview at Simpson Judge
✨Know Your Stuff
Make sure you brush up on your knowledge of estate planning, trusts, and tax matters. Familiarise yourself with the latest trends in private wealth management, especially regarding HNW and UHNW clients. This will show that you're not just qualified but genuinely interested in the field.
✨Showcase Your Experience
Prepare to discuss specific cases you've handled, particularly those involving complex estates or cross-border issues. Highlight your ability to manage a high-quality caseload and how you've built relationships with clients and intermediaries. Real-life examples will make your experience more relatable.
✨Ask Insightful Questions
Come prepared with questions that demonstrate your understanding of the role and the firm’s approach to private wealth. Inquire about their strategies for business development or how they handle multi-jurisdictional matters. This shows you're thinking ahead and are keen to contribute.
✨Emphasise Teamwork
Since the role involves working collaboratively within a national and international team, be ready to discuss your experiences in teamwork. Share examples of how you've supported senior colleagues or contributed to team success, as this will highlight your collaborative spirit.
