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.
