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- Tasks: Join our team to provide expert advice on estate planning and asset protection.
- Company: Trowers & Hamlins is a leading international law firm with a commitment to diversity and sustainability.
- Benefits: Enjoy a supportive work environment, career development opportunities, and a focus on work-life balance.
- Why this job: Be part of a dynamic team making a real impact in private wealth advisory.
- Qualifications: Qualified solicitor with 6+ years in private client work; STEP qualification preferred.
- Other info: We value equity and inclusion, welcoming diverse applicants.
The predicted salary is between 43200 - 72000 £ per year.
Associate/Senior Associate – Private Wealth
1 day ago Be among the first 25 applicants
Trowers & Hamlins is a City-led, international and national law firm with over 170 partners and 1000 staff. With offices across the UK, Middle East and Asia. Our global footprint is further enhanced by our strategic partnership with Interlaw which works to facilitate our management of multi-jurisdictional matters. We have leading practices in Corporate, Litigation, Tax, Banking and Finance, Real Estate and Private Wealth.
We’ve always been proud of our commitment to equity, diversity and inclusion and value the variety of our partnership. We are different and we believe it is our people that make us unique. We expect and respect that you and your talents are too. Our strategic direction is shaped by a desire to grow our business in a way that is responsible and sustainable and has the principles of ESG at its core, guiding the way we operate firmwide.
Where you will work
Established in 1984 and located in the heart of the City our Exeter office has evolved into a full-service law firm and the first point of call for many corporate and individual clients in the South West and beyond.
Our Exeter office is home to a team of 157 staff, led by 24 partners. Our locally based lawyers have a deep understanding of what matters to clients in the South West. In turn, our clients choose us for our high levels of service, expertise, and value for money we can offer by utilising our regional teams.
We have an enviable reputation for bringing public, private and charity sectors together in innovative joint ventures. Our in-depth understanding of the public sector and the rules and regulations it operates within, as well as the commercial drivers for our private sector clients, means we can find practical and workable solutions, and do so efficiently and economically.
The Team
We work with a wide range of families, individuals, trustees, and those in the private wealth advisory sector. Each is unique, but what they all share is the need for practical advice to enable them to plan for the future and tackle arising challenges.
The team currently consists of 2 partners, 7 solicitors, 3 legal executives and 7 paralegals.
We have a proven track record of providing first class training and support to assist individuals in reaching their career goals.
The Role
As our department continues to grow, we have an opportunity for an Associate / Senior Associate to join the team in Exeter.
Acting for individuals, companies and trusts both in the UK and internationally, we undertake all types of private client work including the preparation of Wills, Powers of Attorney, Domestic Trusts, Probate and income and capital tax planning. Internationally, we advise on residence and domicile planning and structuring both inbound and outbound.
What you will be doing
The successful candidate will be expected to advise clients in the following areas:
- Estate and asset protection planning;
- Drafting wills including tax efficient wills and those incorporating trusts;
- Creation of onshore trusts including drafting and advising;
- Probate planning and Estate Administration;
- Powers of attorney;
- Court of Protection matters;
- Supervision, training and development of junior legal staff.
- Pro‑active participation in marketing initiatives;
- Efficient file management skills and ensuring files are managed in compliance with Lexcel procedures;
- Participating in firm‑wide and departmental training sessions;
What you will need
The firm has a Career Development Framework which sets out the competencies we expect of those at the Associate grade. In particular for this role we require:
- Previous experience of the above matters;
- Proven ability to take on responsibility and manage files;
- Qualified solicitor (or equivalent) with at least 6 years PQE in private client work;
- STEP member or working towards a STEP qualification is strongly desired;
- Excellent technical skills and innovative approach to their application;
- Client management experience to include a good understanding of the financial disciplines required to be a successful fee earner;
- Strong client focus and a commitment to service delivery;
- Drive and enthusiasm;
- An interest in marketing;
- Ability to prioritise work effectively and meet deadlines;
- Good communication skills both oral and written;
- Commercial awareness and excellent financial management;
- Flexibility and commitment;
- A strong team player with an ability to work collaboratively with colleagues at all levels;
- Credibility;
- A positive and proactive attitude;
- Solid academic record.
Trowers & Hamlins is an equal opportunities employer and values equity, diversity and inclusion. All applications will be considered on merit and the applicant’s suitability to meet the requirements of the role and will be treated equally irrespective of Ethnicity, Gender (including Trans and non-binary) Race, Disability, Religion and sexual orientation.
If you require any further information on any of our vacancies or would like to discuss any adjustments or additional support that you might need either during the recruitment process or after the offer stage, please feel free to contact our recruitment team on recruit@trowers.com
As part of our firm recruitment policy our candidates are subject to employment screening background checks. These checks include personal details, education and employment history, professional qualifications and credit and criminal checks as appropriate.
Seniority level
Associate
Employment type
Full‑time
Job function
Legal
Industries
Law Practice and Legal Services
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Associate/Senior Associate - Private Wealth employer: Trowers & Hamlins
Contact Detail:
Trowers & Hamlins Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Associate/Senior Associate - Private Wealth
✨Tip Number 1
Familiarise yourself with the specific areas of private wealth law that Trowers & Hamlins focuses on, such as estate planning and probate administration. This knowledge will help you engage in meaningful conversations during interviews and demonstrate your genuine interest in the role.
✨Tip Number 2
Network with current or former employees of Trowers & Hamlins to gain insights into the firm's culture and expectations. This can provide you with valuable information that you can use to tailor your approach and show how you would fit into their team.
✨Tip Number 3
Stay updated on recent developments in private client law and any changes in regulations that may affect the firm’s practice areas. Being well-informed will allow you to discuss relevant topics confidently and position yourself as a knowledgeable candidate.
✨Tip Number 4
Demonstrate your commitment to professional development by mentioning any relevant courses or qualifications you are pursuing, such as STEP membership. This shows your dedication to the field and aligns with the firm’s emphasis on training and support for career growth.
We think you need these skills to ace Associate/Senior Associate - Private Wealth
Some tips for your application 🫡
Understand the Role: Read the job description thoroughly to understand the key responsibilities and requirements for the Associate/Senior Associate - Private Wealth position. Tailor your application to highlight relevant experience in estate planning, tax efficiency, and client management.
Highlight Relevant Experience: In your CV and cover letter, emphasise your previous experience in private client work, particularly in areas such as drafting wills, probate planning, and asset protection. Use specific examples to demonstrate your expertise and achievements.
Showcase Your Skills: Make sure to showcase your technical skills and innovative approach in your application. Mention any qualifications like STEP membership or ongoing studies towards it, as well as your ability to manage files and deliver excellent client service.
Craft a Compelling Cover Letter: Write a personalised cover letter that reflects your enthusiasm for the role and the firm. Discuss your commitment to equity, diversity, and inclusion, and how you can contribute to the firm's growth and values.
How to prepare for a job interview at Trowers & Hamlins
✨Know Your Stuff
Make sure you have a solid understanding of private wealth law and the specific areas mentioned in the job description, such as estate planning and probate. Brush up on relevant legislation and recent developments in the field to demonstrate your expertise.
✨Showcase Your Experience
Prepare to discuss your previous experience in private client work, especially any cases that involved complex estate planning or trust creation. Be ready to provide examples of how you've successfully managed files and advised clients.
✨Demonstrate Client Management Skills
Highlight your ability to manage client relationships effectively. Discuss how you ensure high levels of service delivery and your approach to understanding clients' needs, which is crucial for a role focused on private wealth.
✨Emphasise Teamwork and Collaboration
Since the role involves working with a team, be prepared to talk about your experience in collaborating with colleagues at various levels. Share examples of how you've contributed to team success and supported junior staff in their development.
