Private Wealth Associate

Private Client Associate

Location:

Exeter - hybrid

Salary: £85-95,000+ DOE

A leading national top-tier firm with a well-established Private Wealth practice is seeking a Private Client Associate to join its team. The department is Tier 2 ranked for Private Wealth work and is recognised for advising HNW and UHNW clients on complex estates, trusts, tax and succession planning matters. This role offers high-value, technically challenging work within a modern, flexible and well-supported environment.

• Manage a high-quality caseload of complex private client matters for HNW and UHNW clients.
• Advise on estate planning, succession issues, trusts, inheritance tax planning, wills, and asset protection.
• Work on multi-jurisdictional matters including cross-border estates, offshore structures, and international tax considerations.
• Support senior colleagues on major files and handle your own matters autonomously.
• Build strong, long-term relationships with high-value clients, intermediaries, wealth managers, and family offices.
• Contribute to business development, thought leadership, and the ongoing growth of the Private Wealth offering in the South West.

• Qualified Solicitor 4
  
  PQE or above in private client work.
• Experience dealing with high-net-worth clients and complex estate, trust, and tax matters.
• Strong technical abilities with a commercial mindset.
• Work collaboratively within a national and international team.
• STEP membership (or working towards) is highly advantageous.

• Competitive, above market rate salary
• Performance-related bonus, and annual bonus
• Flexible hybrid working and high-quality office environment
• Clear progression and development opportunities within a growing team
• Generous benefits package including pension, life assurance, private healthcare, and enhanced family policies
• Access to international work streams and cross-department collaboration

Apply or contact Samanta for a confidential conversation;
Phone - (phone number removed)