At a Glance
- Tasks: Advise high-net-worth clients on estate planning, wills, and trusts.
- Company: Join a respected national law firm with a strong reputation.
- Benefits: Flexible benefits, career development, and a focus on work-life balance.
- Other info: Collaborative culture with access to high-quality resources and support.
- Why this job: Make a real impact while building a rewarding long-term career.
- Qualifications: 4+ years’ PQE in private client work and strong relationship-building skills.
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.
Private Client Senior Associate / Partner - Bristol in Newport employer: Simpson Judge
Join a prestigious national law firm in Bristol, renowned for its supportive and inclusive culture that prioritises employee wellbeing and professional growth. With access to comprehensive learning programmes and a commitment to work-life balance, this role offers the chance to engage with high-net-worth clients on complex estate planning matters while building a rewarding long-term career alongside esteemed colleagues.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Senior Associate / Partner - Bristol in Newport
✨Network Like a Pro
Get out there and connect with people in the industry! Attend events, webinars, or even casual meet-ups. The more you engage, the better your chances of landing that dream role.
✨Show Off Your Expertise
Don’t just sit back and wait for opportunities to come to you. Share your knowledge through articles or social media posts. This not only showcases your skills but also helps you build a reputation in the private client space.
✨Tailor Your Approach
When reaching out to potential employers, make sure to personalise your message. Highlight how your experience aligns with their needs, especially in areas like estate planning and trust advisory work.
✨Apply Through Our Website
We encourage you to apply directly through our website. It’s the best way to ensure your application gets noticed and shows your genuine interest in joining our fantastic team!
We think you need these skills to ace Private Client Senior Associate / Partner - Bristol in Newport
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the specific skills and experiences that match the role. Highlight your expertise in private client work, especially in wills and lifetime planning, to show us you’re the right fit.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to express your passion for private client law and how your background aligns with our needs. Don’t forget to mention any relevant business development experience!
Showcase Your Technical Skills:We’re looking for someone with strong technical attention to detail. In your application, provide examples of complex estate planning cases you’ve handled and how you delivered practical solutions for clients.
Apply Through Our Website:We encourage you to apply directly through our website. 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 wills, estate planning, and trust advisory work. Familiarise yourself with the latest regulations and trends in private client law, especially those affecting high-net-worth individuals. This will not only help you answer questions confidently but also show your genuine passion for the field.
✨Showcase Your Experience
Prepare to discuss specific cases or experiences that highlight your expertise in private client matters. Be ready to explain how you've handled complex financial arrangements or provided innovative solutions for clients. This is your chance to demonstrate your technical attention to detail and problem-solving skills.
✨Build Rapport
Since this role involves a lot of client interaction, practice building rapport during your interview. Think about how you can convey your relationship-building skills and excellent client service. You might even want to prepare a few anecdotes that illustrate your ability to connect with clients and colleagues alike.
✨Engage in Business Development
Be prepared to discuss your approach to business development and networking. Think of examples where you've successfully contributed to these areas in the past. This will show that you're not just focused on the technical side of the role but are also keen to help grow the firm's reputation and client base.
