Senior Associate - Private Wealth

Senior Associate - Private Wealth

The Private Wealth Team works predominantly with high -net -worth individuals (typically £5m -£20m in personal assets) across the full spectrum of private client matters. This includes preparation of Wills, Lasting Powers of Attorney, lifetime and succession planning, IHT and CGT planning, estate administration, and the creation, administration, and winding up of trusts.

This position offers excellent opportunities for professional development and growth. You will be encouraged to play an active role in marketing and business development activities.

Key Responsibilities

• Manage a caseload of Private Wealth/private client matters including Wills, LPAs, succession planning, IHT/CGT planning, estate administration, and trusts
  

• Build long -term client relationships and establish yourself as a trusted advisor
  

• Supervise and develop junior team members (Associates, Solicitors, trainees)
  

• Participate in marketing and business development activities
  

• Handle sensitive client communications, particularly during difficult periods such as bereavement
  

Essential Skills & Experience

• Qualified Solicitor or Legal Executive with Private Wealth/Private Client experience
  

• Ideally 7+ years managing your own caseload of private client matters
  

• Currently at Senior Associate level or ready to step into this level
  

• Experience or strong interest in marketing/business development
  

• Confident communication with diverse clients, including during bereavement
  

• Passion for helping clients achieve goals with creative problem -solving
  

• Team -focused mindset with empathy and expertise
  

What We Offer

• Opportunity for further professional development and career growth
  

• Hybrid/flexible working arrangements considered
  

• Supportive, collaborative team environment
  

• 28 days' annual leave, private medical insurance, income protection
  

• Life assurance, firmwide bonus scheme, generous pension
  

• Open, diverse, and inclusive culture