At a Glance
- Tasks: Advise clients on estate planning, wills, trusts, and asset protection.
- Company: Join a leading firm in private wealth advisory with a supportive culture.
- Benefits: Enjoy an annual bonus, pension scheme, and private medical insurance.
- Other info: Dynamic hybrid work environment with strong focus on equity and inclusion.
- Why this job: Make a real difference in clients' lives while advancing your legal career.
- Qualifications: Qualified solicitor with 6+ years in private client work; STEP qualification preferred.
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.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.The RoleThe 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;The CandidateThe 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.BenefitsOur benefits include, an annual bonus scheme, GPP Pension Scheme with Aviva. We also offer Private Medical Insurance, (currently with Vitality Health) upon joining the firm, which include discounted gym memberships, free cinema tickets, health assessments and much more.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.comAs 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.DepartmentPrivate WealthEmployment TypePermanent - Full TimeWorkplace typeHybrid
Locations
Associate/Senior Associate - Private Wealth in Devon, Exeter employer: Trowers & Hamlins
Trowers & Hamlins is an exceptional employer, offering a dynamic work culture in the heart of Birmingham where collaboration and professional growth are highly valued. Employees benefit from a range of perks including an annual bonus scheme, medical insurance, and discounted gym memberships, all while working in a supportive environment that encourages excellence and attention to detail.
StudySmarter Expert Advice🤫
We think this is how you could land Associate/Senior Associate - Private Wealth in Devon, Exeter
✨Tap into Campus Networks
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Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
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Don’t shy away from reaching out directly to firms like Trowers & Hamlins. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Associate/Senior Associate - Private Wealth in Devon, Exeter
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Trowers & Hamlins.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Trowers & Hamlins's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Trowers & Hamlins
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Trowers & Hamlins.
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✨Show Your Passion for Finance
Since this is a full-time position, employers at Trowers & Hamlins will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Trowers & Hamlins employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
