At a Glance
- Tasks: Manage complex private wealth cases and advise high-net-worth clients on trusts and estate planning.
- Company: Join a prestigious Tier 3 Legal 500 firm in vibrant Central London.
- Benefits: Enjoy hybrid flexibility, clear career progression, and commission for new business generation.
- Other info: Be part of a supportive team culture with opportunities for professional growth.
- Why this job: Make a real impact by advising influential clients on their wealth management strategies.
- Qualifications: Qualified Solicitor with 6+ years of experience in Private Wealth.
The predicted salary is between 95000 - 95000 £ per year.
Location: Central London – hybrid
Salary: 95,000
Experience: 6 PQE+
Overview
Join a Tier 3 Legal 500 firm in London. The team advises UK and international high-net-worth and ultra-high-net-worth individuals, families, entrepreneurs and business owners on complex private wealth matters including succession planning, trusts, estate administration and tax planning.
Responsibilities
- Managing a varied Private Wealth caseload including wills, trusts, estate administration, succession and tax planning matters
- Advising UK and international high-net-worth families on complex private wealth structures and cross-border matters
- Drafting wills, letters of wishes, powers of attorney, trusts, deeds of appointment and related documentation
- Handling trust formation and administration matters
- Advising on taxation relevant to trusts, estates and estate planning
- Managing client relationships and acting as a key point of contact on matters
- Supervising, mentoring and delegating work to junior members of the team
- Working collaboratively with colleagues across departments and with external advisers including foreign lawyers and professional advisers
- Supporting business development initiatives and generating new business opportunities
About You
- Qualified Solicitor 6PQE+ in Private Wealth
- Strong technical knowledge of trusts, estates, wills, probate and succession planning
- Experience advising high-net-worth and ultra-high-net-worth individuals and families
- Strong understanding of UK taxation relevant to trusts and estates
- Experience working with international clients and cross-border matters advantageous
- STEP qualified preferred
Benefits
- Hybrid flexibility
- Clear structured career progression pathway
- Direct client access and responsibility
- Marketing and business development opportunities
- Commission for new business generation
- Strong team culture and supportive environment
Private Client Senior Associate. Job in London LilyLifestyle Jobs employer: United Cerebral Palsy of Georgia
Join a prestigious Tier 3 Legal 500 firm in Central London, where you will thrive in a dynamic and supportive environment that champions professional growth and collaboration. With a clear career progression pathway, hybrid working flexibility, and direct client access, this role offers an exceptional opportunity to work with high-net-worth individuals on complex private wealth matters while being part of a strong team culture that values mentorship and innovation.
Contact Details:
United Cerebral Palsy of Georgia Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Senior Associate. Job in London LilyLifestyle Jobs
✨Network Like a Pro
Get out there and connect with people in the legal field! Attend industry events, join relevant LinkedIn groups, and don’t be shy about reaching out to current employees at firms you’re interested in. 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 with high-net-worth clients and complex private wealth matters. Share specific examples of how you've successfully managed similar cases to demonstrate your value.
✨Ace the Informational Interview
If you can, set up informational interviews with professionals in the private client sector. This is a great way to learn more about the firm culture and expectations while also showcasing your enthusiasm and knowledge about the field.
✨Apply Through Our Website
Don’t forget to apply directly through our website! It shows initiative and gives you a better chance of being noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Private Client Senior Associate. Job in London LilyLifestyle Jobs
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the specific skills and experiences that match the Private Client Senior Associate role. Highlight your experience with high-net-worth clients and any relevant qualifications, like STEP, to catch our eye!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you're passionate about private wealth matters and how your background makes you the perfect fit for our team. Be genuine and let your personality come through.
Showcase Your Technical Knowledge:We’re looking for someone with strong technical knowledge in trusts, estates, and succession planning. Make sure to include specific examples of your work in these areas to demonstrate your expertise and understanding of UK taxation.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the easiest 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 United Cerebral Palsy of Georgia
✨Know Your Stuff
Make sure you brush up on your knowledge of trusts, estates, and succession planning. Familiarise yourself with the latest UK taxation laws relevant to private wealth. This will not only show your expertise but also demonstrate your commitment to staying updated in the field.
✨Showcase Your Experience
Prepare specific examples from your past work that highlight your experience with high-net-worth clients. Discuss how you've managed complex cases and any challenges you've overcome. This will help the interviewers see how you can add value to their team.
✨Client Relationship Focus
Be ready to talk about how you build and maintain client relationships. Share strategies you've used to manage client expectations and ensure satisfaction. This is crucial for a role that involves acting as a key point of contact for clients.
✨Team Player Attitude
Since the role involves supervising and mentoring junior members, be prepared to discuss your leadership style. Highlight any experiences where you've collaborated with colleagues or external advisers, showcasing your ability to work well in a team environment.
