At a Glance
- Tasks: Advise high-net-worth clients on estate planning, wills, and trusts.
- Company: Respected national law firm with a strong reputation for excellence.
- Benefits: Supportive culture, career development, work-life balance, and flexible benefits.
- Other info: Opportunities for professional growth and networking in a collaborative environment.
- Why this job: Join a prestigious team and make a real impact in private client law.
- Qualifications: 4+ years’ PQE in private client work with a focus on wills and planning.
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.
Locations
Private Client Senior Associate / Partner - Bristol in Newport, Wales 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 and rewarding cases for high-net-worth clients.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Senior Associate / Partner - Bristol in Newport, Wales
✨Tip Number 1
Network like a pro! Get out there and connect with people in the private client sector. Attend events, join relevant groups, and don’t be shy about reaching out to potential colleagues or mentors on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Showcase your expertise! Consider writing articles or sharing insights related to estate planning and private client law. This not only boosts your profile but also demonstrates your knowledge and passion for the field. Plus, it’s a great way to get noticed by firms looking for talent.
✨Tip Number 3
Prepare for interviews by brushing up on your technical knowledge and client service skills. Be ready to discuss complex scenarios you’ve handled and how you’ve built relationships with clients. Remember, they want to see your problem-solving abilities in action!
✨Tip Number 4
Don’t forget to apply through our website! We’ve got a range of opportunities that could be perfect for you. Plus, applying directly shows your enthusiasm and commitment to joining our team. Let’s make it happen together!
We think you need these skills to ace Private Client Senior Associate / Partner - Bristol in Newport, Wales
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the role. Highlight your experience in private client work, especially around wills and estate planning. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to express your passion for private client law and explain why you’re the perfect fit for our team. Keep it engaging and personal – we love a good story!
Showcase Your Achievements:Don’t just list your responsibilities; showcase your achievements! Whether it’s a successful case or a client relationship you’ve built, we want to know how you’ve made an impact in your previous roles.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
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 cases or projects you've worked on that highlight your skills in handling complex financial arrangements. Be ready to explain how you approached these situations and the outcomes, as this will demonstrate your ability to manage high-net-worth clients effectively.
✨Build Rapport
Since this role involves a lot of client interaction, practice building rapport with your interviewers. Use active listening techniques and engage them in conversation about their experiences. This will not only make you memorable but also showcase your relationship-building skills.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's approach to private client work and their expectations for the role. This shows your genuine interest in the position and helps you assess if the firm aligns with your career goals. Plus, it gives you a chance to demonstrate your business development mindset.
