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- Tasks: Manage complex private client matters and advise on estate planning and trusts.
- Company: Top-tier firm with a strong Private Wealth practice and supportive culture.
- Benefits: Above market salary, performance bonuses, flexible working, and generous benefits.
- Why this job: Join a dynamic team and work with high-net-worth clients on challenging cases.
- Qualifications: Qualified Solicitor with experience in private client work and strong technical skills.
- Other info: Opportunities for progression and international collaboration in a modern environment.
The predicted salary is between 85000 - 95000 £ per year.
A leading national top-tier firm with a well-established Private Wealth practice is seeking a Private Client Associate to join its team. The department is Tier 2 ranked for Private Wealth work and is recognised for advising HNW and UHNW clients on complex estates, trusts, tax and succession planning matters. This role offers high-value, technically challenging work within a modern, flexible and well-supported environment.
RESPONSIBILITIES
- Manage a high-quality caseload of complex private client matters for HNW and UHNW clients.
- Advise on estate planning, succession issues, trusts, inheritance tax planning, wills, and asset protection.
- Work on multi-jurisdictional matters including cross-border estates, offshore structures, and international tax considerations.
- Support senior colleagues on major files and handle your own matters autonomously.
- Build strong, long-term relationships with high-value clients, intermediaries, wealth managers, and family offices.
- Contribute to business development, thought leadership, and the ongoing growth of the Private Wealth offering in the South West.
ABOUT YOU
- Qualified Solicitor 4PQE or above in private client work.
- Experience dealing with high-net-worth clients and complex estate, trust, and tax matters.
- Strong technical abilities with a commercial mindset.
- Work collaboratively within a national and international team.
- STEP membership (or working towards) is highly advantageous.
WHAT'S ON OFFER
- Competitive, above market rate salary.
- Performance-related bonus, and annual bonus.
- Flexible hybrid working and high-quality office environment.
- Clear progression and development opportunities within a growing team.
- Generous benefits package including pension, life assurance, private healthcare, and enhanced family policies.
- Access to international workstreams and cross-department collaboration.
Apply or contact Samanta for a confidential conversation.
Private Wealth Associate employer: Simpson Judge
Contact Detail:
Simpson Judge Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Wealth Associate
✨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 potential contacts on LinkedIn. Building relationships can open doors that applications alone can't.
✨Show Off Your Expertise
When you get the chance to chat with someone from the firm, make sure to highlight your experience with HNW clients and complex estate matters. Share specific examples of how you've tackled challenges in the past – it’ll show you’re the real deal!
✨Be Ready for the Interview
Prepare for those tricky interview questions by practising your responses. Think about how your skills align with the responsibilities listed in the job description, especially around estate planning and tax matters. Confidence is key!
✨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 at StudySmarter.
We think you need these skills to ace Private Wealth Associate
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Private Wealth Associate role. Highlight your experience with HNW and UHNW clients, and showcase your expertise in estate planning and tax matters. We want to see how your skills align with what we’re looking for!
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 work and how you can contribute to our team. Be sure to mention any relevant qualifications or experiences that make you a great fit for the role.
Showcase Your Technical Skills: Since this role involves complex legal matters, don’t shy away from showcasing your technical abilities. Mention specific cases or projects where you’ve successfully navigated intricate estate or tax issues. We love seeing real examples of your work!
Apply Through Our Website: We encourage you to apply 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. Let’s get your journey started!
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 matters. Familiarise yourself with the latest trends in private wealth management, especially those affecting HNW and UHNW clients. This will show that you're not just qualified but genuinely interested in the field.
✨Showcase Your Experience
Prepare to discuss specific cases you've handled, particularly those involving complex estates or cross-border issues. Use examples that highlight your technical abilities and how you've successfully navigated challenges in previous roles. This will help demonstrate your capability to manage a high-quality caseload.
✨Build Rapport
Since this role involves building long-term relationships with clients, practice your interpersonal skills. Be ready to discuss how you've developed client relationships in the past and how you plan to do so in this new role. A friendly, approachable attitude can go a long way!
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's approach to private wealth management and their expectations for the role. This shows your enthusiasm and helps you gauge if the firm aligns with your career goals. Plus, it gives you a chance to engage with your interviewers on a deeper level.
