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 opportunities for professional growth and networking.
- Why this job: Make a real impact while building long-term client relationships.
- Qualifications: 4+ years' experience 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 ResponsibilitiesYou 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
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)
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
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.
Please contact Sam Higgins at Simpson Judge for further information about this opportunity.
Private Client Senior Associate / Partner - Bristol employer: Simpson Judge
Join a prestigious national law firm in Bristol, where you will thrive in a supportive and inclusive culture that prioritises career development and work-life balance. With access to high-quality resources and a commitment to professional growth, this role offers the chance to engage with high-net-worth clients on complex estate planning matters while building long-term relationships in a collaborative environment.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Senior Associate / Partner - Bristol
✨Network Like a Pro
Get out there and connect with people in the industry! Attend events, join relevant groups, and don’t be shy about reaching out to professionals on LinkedIn. Building relationships can open doors that applications alone can't.
✨Show Off Your Expertise
When you get the chance to chat with potential employers, make sure to highlight your experience in private client work. Share specific examples of how you've tackled complex estate planning or helped high-net-worth clients. This will show them you're the real deal!
✨Be Ready for the Interview
Prepare for interviews by brushing up on common questions related to private client law. Think about how you can demonstrate your technical skills and client service experience. Practice makes perfect, so consider doing mock interviews with friends or mentors.
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining our team and contributing to our success.
We think you need these skills to ace Private Client Senior Associate / Partner - Bristol
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the specific skills and experiences that match the job description. 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 tell us why you’re passionate about private client law and how your experience aligns with our needs. Be genuine and let your personality come through.
Showcase Your Achievements:Don’t just list your responsibilities; highlight your achievements! Whether it’s successful estate planning or building client relationships, we want to see how you’ve made an impact in your previous roles.
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 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 deliver practical solutions.
✨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 engage in a meaningful dialogue.
