At a Glance
- Tasks: Manage complex private wealth cases and advise high-net-worth clients on trusts and estate planning.
- Company: Join a 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 mentorship and collaboration.
- Why this job: Make a real impact by advising clients on their wealth and legacy.
- Qualifications: Qualified Solicitor with 6PQE+ in Private Wealth and strong technical knowledge.
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
Senior Associate - Private Client. 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 supportive and collaborative environment that values your expertise in private wealth matters. With a clear pathway for career progression, hybrid working flexibility, and opportunities for direct client engagement, this role offers not just a job, but a meaningful career in advising high-net-worth individuals and families. Embrace the chance to mentor junior colleagues while contributing to business development initiatives in a dynamic team culture.
Contact Details:
United Cerebral Palsy of Georgia Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Senior Associate - Private Client. Job in London LilyLifestyle Jobs
✨Tip Number 1
Network like a pro! Get out there and connect with professionals in the private wealth sector. Attend industry events, join relevant LinkedIn groups, and don’t be shy to reach out for informational chats. We all know that sometimes it’s not just what you know, but who you know!
✨Tip Number 2
Showcase your expertise! Prepare a portfolio of your past work, especially those complex cases involving high-net-worth clients. We want to see how you’ve tackled challenges and delivered results. This will help you stand out during interviews.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or mentors. Focus on articulating your experience with trusts, estates, and succession planning clearly. We can help you refine your answers to ensure you’re ready to impress.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us. Don’t miss out on this opportunity to join a fantastic team!
We think you need these skills to ace Senior Associate - Private Client. 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 Senior Associate role. Highlight your expertise in private wealth matters, especially with high-net-worth clients, 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 client work and how your experience aligns with our firm's values and the responsibilities outlined in the job description.
Showcase Your Technical Knowledge:We want to see your strong technical knowledge of trusts, estates, and succession planning. Be sure to include relevant examples from your past work that demonstrate your expertise in these areas.
Apply Through Our Website:For the best chance of success, apply directly through our website. This ensures your application gets to the right people quickly and shows us you're serious about joining 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 trends in private wealth management, especially when it comes to high-net-worth clients. This will show that you're not just qualified but genuinely interested in the field.
✨Showcase Your Experience
Prepare specific examples from your past work that highlight your experience with complex private wealth matters. Be ready to discuss how you've managed client relationships and handled cross-border issues. This will help demonstrate your capability to take on the responsibilities of the role.
✨Ask Insightful Questions
Interviews are a two-way street! Prepare thoughtful questions about the firm's approach to private client services, their team culture, and how they support business development. This shows that you're engaged and serious about contributing to their success.
✨Demonstrate Team Spirit
Since collaboration is key in this role, be prepared to discuss how you've worked with colleagues and external advisers in the past. Highlight any mentoring or supervisory roles you've taken on, as this will align with the firm's emphasis on teamwork and support.
