Associate​/Sr Associate​/Partner-Lifetime Planning PQE

Position: Associate/Sr Associate/Partner-Lifetime Planning 4 PQE+
Reference:  / Senior Associate / Partner
- Lifetime Planning (Wills, Trusts & Estate Planning) - Exeter - 4 years PQE +

Location:

Exeter (Hybrid options available)
Department:
Private Client
- Lifetime Planning Type of Role:
Full-time, Permanent Salary:

Associate : 60,000 - 65,000

Senior Associate: 68,000 - 78,000

Partner: 80,(Higher for candidates with a strong following)
A leading national Private Client team is seeking an Associate, Senior Associate or Partner to join its highly regarded Lifetime Planning practice. This is an exceptional opportunity to work with a top tier team advising high net worth and ultra high net worth clients on complex estate planning, wills and trust matters.

The team has a strong national reputation and offers access to sophisticated work, high profile clients and excellent long term career prospects.

The Role You will work within a well established Private Capital team, handling a broad range of lifetime planning and estate advisory matters, including:

Estate planning and drafting wills and trust documentation for HNW and UHNW clients

Advising on inheritance tax and capital gains tax issues

Advising business owners on pre exit planning opportunities

Advising on the creation, management and winding up of trusts

Working alongside financial planners and discussing a wide range of financial products

Advising on deeds of variation, discretionary trust arrangements and loan structures

Handling LPAs and related lifetime planning documents

Participating in networking, BD events, webinars and speaking opportunities

Delivering exceptional client service and building long term trusted relationships

You will work closely with partners and senior specialists, gaining exposure to complex and stretching matters while developing your technical expertise.

Candidate Requirements This role is ideal for someone who:

Has 4+ years' PQE in Private Client work, with strong experience in wills and lifetime planning

Is passionate about private client work and enjoys client interaction

Has excellent attention to detail and a solutions focused approach

Is confident managing complex matters and knowing when to seek guidance

Enjoys being part of a collaborative, supportive team

Is committed to ongoing learning and technical development (STEP/CTA support available)
Is comfortable with networking and business development

Can work independently with appropriate supervision

Why Join?

You will benefit from:

A national practice with a strong reputation in Private Client work Access to high quality precedents, knowledge resources and PSL support

Excellent technical training and development opportunities

Support for STEP and/or CTA qualificationsA collaborative, inclusive and supportive cultureA firm committed to wellbeing, flexibility and long term career growthA comprehensive benefits package and flexible working options

How to Apply

For more information or a confidential discussion, please contact:

Olivia Reedð§ ð  / At Chadwick Nott, we are committed to developing a diverse and inclusive culture as well as supporting our large client network achieve the same. We are an equal opportunities employer and encourage applications of all qualified candidates regardless of their age, sex, race, disability, sexual orientation, disability, culture or anything other personal characteristic. We champion and celebrate diversity in the workplace.

Where a level of experience is indicated, please note that this is only a guideline.*