Private Client Principal Associate Solicitor – Birmingham – Competitive Salary + Benefits
This Private Client Solicitor role in Birmingham is an excellent opportunity for an ambitious solicitor to join a highly regarded team within an established UK law firm.
With a strong reputation in the private wealth market and an established client base, this role offers the opportunity to work on high-value and complex matters, develop intermediary relationships and play an active role in the continued growth of the practice.
The Role
As a Private Client Principal Associate, you will:
- Manage a varied caseload of private client matters, with a particular focus on complex and high-value probate and estate administration work
- Advise high-net-worth individuals and families on estate planning, succession planning and wealth preservation strategies
- Handle the administration of estates from instruction through to completion
- Establish and administer lifetime trusts and will trusts
- Advise clients on inheritance tax, capital gains tax and income tax planning
- Work closely with executors, trustees and beneficiaries on a range of estate and trust matters
- Build and maintain strong relationships with accountants, financial advisers and other professional intermediaries
- Support and develop referral networks to generate new business opportunities
- Mentor and supervise junior members of the Private Client team
- Contribute to business development initiatives and the continued growth of the practice
About You
To be considered for this opportunity, you will have:
- Qualified Solicitor status with ideally 5-10 years' PQE in Private Client law
- Strong technical knowledge across wills, trusts, probate and estate planning matters
- Experience handling complex estate administration and high-value probate work
- Experience advising high-net-worth individuals, families and business owners
- A solid understanding of inheritance tax, capital gains tax and succession planning
- STEP qualification would be advantageous, although candidates willing to undertake the qualification are strongly encouraged to apply
- Strong commercial awareness and an interest in business development
- Experience building relationships with professional referrers and intermediariesExcellent communication, organisational and client relationship management skills
- The ability to manage matters independently while contributing to a collaborative team environment
The Benefits
The firm offers an excellent package including:
- Competitive salary dependent on experience
- Hybrid and flexible working arrangements
- STEP qualification funding and support, subject to firm policy
- Exposure to complex and high-value private client work
- Ongoing professional development and training opportunities
- A supportive and collaborative team environment
- Strong progression prospects within a growing Private Wealth practice
- The opportunity to develop existing client and intermediary relationships while building your own profile in the market
Private Client Principal Associate Solicitor in Birmingham employer: William James Recruitment
As a leading Legal 500-ranked law firm, we pride ourselves on being an excellent employer that fosters a supportive and collaborative working culture. Our Hertfordshire office offers competitive salaries, generous benefits including a firmwide bonus scheme, and strong progression opportunities, making it an ideal environment for experienced Court of Protection Solicitors to thrive while making a meaningful impact in the lives of vulnerable clients and their families.
