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- Tasks: Manage high-value estates and provide expert advice on complex Private Client matters.
- Company: Join a respected firm with a growing Private Client department in Nottingham or Peterborough.
- Benefits: Enjoy enhanced leave, private healthcare, and ongoing training for career growth.
- Other info: Opportunity for professional development and a supportive team culture.
- Why this job: Work with affluent clients and tackle challenging cases in a dynamic environment.
- Qualifications: 3+ years PQE in Private Client law and strong technical knowledge required.
The predicted salary is between 60000 - 65000 £ per year.
An excellent opportunity has arisen for an experienced Private Client Solicitor or Associate to join a highly regarded and growing Private Client department. This role offers the chance to work within a specialist team handling high-quality work for high-net-worth and ultra-high-net-worth individuals through a long-standing banking relationship. This is not a traditional Private Client role and would suit someone who enjoys technically strong work, fast-paced turnaround times, and working with affluent clients on complex estate and succession matters.
The successful candidate will advise on a range of Private Client matters including inheritance tax planning, estate planning, Wills, LPAs, estate administration, and trusts. The role can be based from either the Nottingham or Peterborough office, with some travel and occasional out-of-hours work required for meetings, networking, and training.
The Role
- Managing a varied caseload including:
- Inheritance Tax and estate planning
- Wills and Lasting Powers of Attorney
- Estate administration
- Lifetime and discretionary trusts
- Complex and high-value estates
- Working closely with a banking referral stream involving affluent and ultra-high-net-worth individuals.
- Advising clients remotely and face-to-face where required.
- Delivering work within tight turnaround times while maintaining exceptional attention to detail.
- Building and maintaining strong relationships with clients and referrers.
- Supporting business development initiatives and contributing to team growth.
- Ensuring compliance with quality standards and regulatory requirements.
- Managing files efficiently while working towards individual targets.
About You
- The ideal candidate will have:
- A relevant legal qualification.
- Ideally 3+ years PQE within Private Client.
- Strong technical knowledge across Private Client matters.
- Experience handling complex estates, inheritance tax planning, trusts, and estate administration work.
- Experience working with high-net-worth clients would be advantageous, though strong traditional Private Client candidates are encouraged to apply.
- Excellent communication and client care skills.
- The ability to work accurately and efficiently under pressure.
- Strong organisational skills and attention to detail.
- Experience using case management systems and Microsoft Office.
Benefits
- The firm offers a supportive and progressive environment alongside excellent quality work and genuine development opportunities, including:
- Enhanced annual leave plus bank holidays.
- Additional Christmas and birthday leave.
- Private healthcare options.
- Healthcare cashback plan.
- Enhanced pension contribution.
- Option to purchase additional leave.
- Group life assurance.
- Ongoing training and career progression.
Apply
Please submit an up-to-date CV demonstrating your relevant skills and experience for the role.
Private Client Associate in Nottingham employer: Simpson Judge
Contact Detail:
Simpson Judge Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Associate in Nottingham
✨Network Like a Pro
Get out there and meet people! Attend industry events, seminars, or even local meet-ups. Building relationships with professionals in the field can open doors to opportunities that aren’t advertised.
✨Show Off Your Skills
When you get the chance to chat with potential employers, don’t hold back! Share your experiences and how you’ve tackled complex cases. Let them see your passion for Private Client work and your technical know-how.
✨Follow Up
After any meeting or networking event, drop a quick email to say thanks and keep the conversation going. It shows you’re genuinely interested and keeps you on their radar for future roles.
✨Apply Through Our Website
Don’t forget to check out our website for job openings! Applying directly through us not only makes it easier but also shows you’re keen on joining our team. Plus, we love seeing familiar names!
We think you need these skills to ace Private Client Associate in Nottingham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Private Client Associate role. Highlight your experience with inheritance tax planning, estate administration, and working with high-net-worth clients. We want to see how your skills match what we're looking for!
Showcase Your Technical Skills: Since this role involves complex estate matters, be sure to showcase your technical knowledge in your application. Mention any relevant qualifications or experiences that demonstrate your expertise in private client work. We love seeing candidates who are confident in their abilities!
Keep It Professional Yet Personal: While we appreciate professionalism, don’t shy away from letting your personality shine through. Share a bit about why you’re passionate about private client work and how you build relationships with clients. We’re looking for someone who can connect with our affluent clientele!
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’re considered for the role. 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 technical knowledge regarding inheritance tax planning, estate administration, and trusts. Being able to discuss these topics confidently will show that you're not just familiar with the basics but can handle complex matters.
✨Showcase Your Client Skills
Since this role involves working with high-net-worth individuals, be prepared to share examples of how you've built and maintained strong client relationships in the past. Highlight your communication skills and any experience you have in providing exceptional client care.
✨Demonstrate Your Organisational Skills
This position requires managing a varied caseload under tight deadlines. Be ready to discuss how you prioritise tasks and manage your time effectively. You might even want to mention any case management systems you’ve used to keep everything organised.
✨Be Ready for Business Development Talk
The firm values growth and development, so think about how you can contribute to business development initiatives. Prepare some ideas on how you could help attract new clients or enhance existing relationships, showing that you're proactive and forward-thinking.