About this role
Private Client Associate / Senior Associate - Tax, Trusts & Wills
Location: Bournemouth (with hybrid working)
Experience: 4+ Years PQE
Salary: Competitive, dependent on experience
A highly regarded law firm on the South Coast is looking for an experienced Private Client Associate or Senior Associate to join its respected Tax, Trusts & Wills team. This is an excellent opportunity for a talented lawyer to develop their career within a collaborative and forward-thinking environment, advising on a broad range of complex private client matters.
The Role
The successful candidate will play a key role within the private client team, with responsibilities including:
- Advising clients on a range of private client issues including wills, trusts, tax planning, and estate administration
- Managing a varied caseload with minimal supervision
- Drafting and reviewing documentation such as wills, trust deeds, and powers of attorney
- Building relationships with new clients and handling enquiries efficiently and professionally
- Providing clear, practical advice with a proactive and solutions-focused approach
- Ensuring compliance with internal procedures including anti-money laundering, engagement protocols, and billing
- Supporting and mentoring junior colleagues as needed
- Contributing to the team's marketing and business development efforts
Candidate Profile
Applications are welcomed from lawyers who can demonstrate:
- Qualification as a Solicitor or Chartered Legal Executive with at least 4 years' PQE in private client work
- Strong technical ability in wills, trusts, probate, and tax planning
- Excellent written and verbal communication skills
- A commercial and client-focused mindset
- Confidence in managing a busy caseload independently
- A proactive attitude and an interest in developing business through networking and referrals
- Experience in supervising or mentoring junior colleagues is advantageous
STEP membership or progress towards the qualification would be an advantage.
This is an ideal opportunity for a motivated private client specialist to take the next step in their career at a firm that values collaboration, excellence, and professional growth.
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Contract Type
Permanent
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Specialism
Legal
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Working pattern
Full Time
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Job ref
BBBH133600
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Expiry date
17 August 2025
Your consultant is
Aidan McAvinue
Senior Consultant
For more information on this role and to speak to the consultant hiring for it, get in touch via the details below.
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Email
[email protected] -
Phone
07587 729 019 -
LinkedIn
Connect with Aidan
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