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- Tasks: Advise high-net-worth clients on estate planning, trusts, and tax issues.
- Company: Top-tier national firm with a focus on private client matters.
- Benefits: Competitive salary, performance bonuses, and professional development opportunities.
- Why this job: Join a dynamic team and make a real difference for UHNW clients.
- Qualifications: 4+ years of experience in private client work and strong technical skills.
- Other info: Enjoy a hybrid working environment with excellent career growth potential.
The predicted salary is between 43200 - 72000 £ per year.
A leading national top-tier firm is seeking a Private Client Associate to handle complex private client matters for high-net-worth clients. This role includes advising on estate planning, trusts, and tax issues while supporting senior colleagues.
Interested candidates should possess at least 4 years of experience in private client work and a strong technical background. The firm offers a competitive salary, performance bonuses, and opportunities for professional development within a hybrid working environment.
Private Wealth Associate - Hybrid, UHNW Estate & Tax 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 - Hybrid, UHNW Estate & Tax in 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. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research the firm thoroughly, especially their approach to estate planning and tax issues. Being able to discuss their recent cases or initiatives will show you're genuinely interested and knowledgeable.
✨Tip Number 3
Showcase your expertise! During interviews, be ready to share specific examples of how you've handled complex private client matters. This will demonstrate your strong technical background and experience in the field.
✨Tip Number 4
Don't forget to apply through our website! It's the best way to ensure your application gets noticed. Plus, we love seeing candidates who take that extra step to connect with us directly.
We think you need these skills to ace Private Wealth Associate - Hybrid, UHNW Estate & Tax in Exeter
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in private client work, especially with high-net-worth clients. We want to see how your skills align with the role, so don’t be shy about showcasing your expertise in estate planning and tax issues!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about private wealth management and how your background makes you a perfect fit for our team. Let’s see your personality come through!
Showcase Your Technical Skills: Since this role requires a strong technical background, make sure to highlight any relevant qualifications or experiences. We’re looking for candidates who can confidently navigate complex private client matters, so don’t hold back!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. 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
✨Know Your Stuff
Make sure you brush up on your knowledge of estate planning, trusts, and tax issues. The firm is looking for someone with a strong technical background, so be ready to discuss specific cases or scenarios you've handled in the past.
✨Showcase Your Experience
With at least 4 years of experience required, highlight your relevant work history. Prepare examples that demonstrate your ability to manage complex private client matters and how you've supported senior colleagues in previous roles.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's approach to high-net-worth clients and their expectations for the Private Client Associate role. This shows your genuine interest and helps you assess if the firm aligns with your career goals.
✨Embrace the Hybrid Model
Since this role is hybrid, be ready to discuss how you manage your time and productivity in both remote and office settings. Share any experiences that illustrate your adaptability and commitment to maintaining high standards regardless of your work environment.
