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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 package.
- Why this job: Work with high-net-worth clients and tackle challenging legal matters in a supportive environment.
- Qualifications: Qualified Solicitor with 4PQE+ in private client work and strong technical skills.
- Other info: Opportunities for international collaboration and career progression in a growing team.
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.
Private Wealth Associate in 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 Exeter
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online forums, and don’t be shy about reaching out to professionals on LinkedIn. Building relationships can open doors to opportunities that aren’t even advertised.
✨Show Off Your Expertise
Consider writing articles or sharing insights related to private wealth management on platforms like LinkedIn. This not only showcases your knowledge but also positions you as a thought leader in the field. Plus, it’s a great way to get noticed by potential employers!
✨Ace the Informational Interview
Don’t just wait for job openings; reach out for informational interviews with firms you admire. This gives you a chance to learn more about their work culture and needs while making a lasting impression. Who knows, it might lead to a job offer down the line!
✨Apply Through Our Website
When you find a role that excites you, make sure to apply through our website. It streamlines the process and ensures your application gets the attention it deserves. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Private Wealth Associate in 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 tell us why you're passionate about private client work and how you can contribute to our team. Be sure to mention any relevant qualifications or experiences that make you a great fit for the role.
Showcase Your Technical Skills: Since this role involves complex legal matters, don’t shy away from showcasing your technical abilities. Mention specific cases or projects where you've successfully navigated intricate estate or tax issues. We love seeing real examples of your work!
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 to do!
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 those affecting HNW and UHNW clients. This will show that you're not just qualified but also 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 and impressive.
✨Ask Insightful Questions
Come prepared with questions that demonstrate your understanding of the role and the firm’s objectives. Inquire about their approach to business development or how they support junior associates in their career progression. This shows that you're thinking long-term and are keen to contribute to the firm's growth.
✨Be Yourself
While professionalism is key, don’t forget to let your personality shine through. The firm is looking for someone who can build strong, long-term relationships with clients. Being authentic will help you connect better with the interviewers and leave a lasting impression.
