Associate / Senior Associate - Private Wealth

Trowers & Hamlins; Exeter; On-site; GBP 65,000 - 100,000; Full time

Benefits offered by this job

Annual bonus

Pension scheme

Private medical insurance

Flexible working

Job summary

Trowers & Hamlins in Exeter seeks an Associate or Senior Associate to join its Private Wealth team, handling high-net-worth matters with cross-border elements. You will work with leading partners on complex estate, trust and tax planning across UK and international clients.

The role offers exposure to cross-border structuring, succession planning and wealth preservation, with a clear path for career progression within a nationally recognised practice. Excellent client service expected.

Qualifications

• 5 years + PQE in private wealth/private client work.
• Experience advising on tax, trusts and succession planning (desirable).
• Comfortable managing client relationships with autonomy.
• Interested in complex, high-value and cross-border work.
• Commercially minded and intellectually curious.
• Collaborative team player who works well with colleagues and clients.
• STEP qualification or working towards qualification (desirable).

Responsibilities

• Advise high-net-worth and ultra-high-net-worth individuals, families and trustees.
• Work on complex estate, succession and asset protection planning.
• Deliver tax-efficient wealth structuring for UK and international clients.
• Advise on residence, domicile and cross-border planning matters.
• Draft wills, including sophisticated tax and trust structures.
• Support clients with international connections.
• Collaborate with specialist lawyers across tax, corporate, real estate and dispute resolution.
• Build trusted client relationships and contribute to business development.
• Develop your profile within a nationally recognised private wealth practice.
• Creation of onshore trusts including drafting and advising.
• Probate planning and Estate Administration.
• Powers of attorney and Court of Protection matters.
• Supervision, training and development of junior staff.

Skills

Private wealth experience

Job description

Description

Shape the future of private wealth advice. Exceptional private wealth lawyers are increasingly looking for more than traditional private client work. They want intellectually stimulating matters, international exposure, sophisticated tax planning, and a genuine platform for career progression. At Trowers & Hamlins, we’re offering exactly that. We are looking for an insightful, commercially minded Associate or Senior Associate to join our growing Private Wealth team in Exeter. This is an opportunity to work alongside leading private wealth partners on complex, high-value matters for wealthy individuals, families, entrepreneurs, trustees and family offices, both in the UK and internationally.

With a particularly strong international client base and extensive connections across the Middle East, this role offers exposure to cross-border structuring, succession planning, trust arrangements and tax-efficient wealth preservation strategies that are rarely available outside the largest private wealth practices.

Whether you’re an ambitious lawyer already working on sophisticated private wealth and tax matters, or a more experienced practitioner at a smaller firm seeking access to higher-value and more complex work, this role offers an outstanding next step.

Department

Private Wealth

Location

Exeter

The Role

Why join us?

You will be joining a high-performing and ambitious team that is experiencing sustained growth and investment. Working closely with Partners, Amanda Rainford and Frank Cook, you will have the opportunity to:

• Advise high-net-worth and ultra-high-net-worth individuals, families and trustees.
• Work on complex estate, succession and asset protection planning.
• Deliver tax-efficient wealth structuring for UK and international clients.
• Advise on residence, domicile and cross-border planning matters.
• Draft wills, including sophisticated tax and trust structures.
• Support clients with international connections.
• Collaborate with specialist lawyers across tax, corporate, real estate and dispute resolution teams on multi-disciplinary matters.
• Build trusted client relationships and play an active role in business development.
• Develop your own profile within a nationally recognised private wealth practice.
• Creation of onshore trusts including drafting and advising.
• Probate planning and Estate Administration.
• Powers of attorney.
• Court of Protection matters.
• Supervision, training and development of junior legal staff.

The Candidate

What we’re looking for

• 5 years + PQE in private wealth/private client work.
• Experienced in advising on tax, trusts and succession planning matters (desirable).
• Comfortable managing client relationships and running matters with an appropriate degree of autonomy.
• Interested in complex, high-value and cross-border work.
• Commercially minded and intellectually curious.
• A collaborative team player who enjoys working closely with colleagues and clients.
• STEP qualified or working towards qualification (desirable).

We are open to candidates at Associate or Senior Associate level and would particularly welcome applications from:

• Lawyers already undertaking sophisticated private wealth and tax planning work who are seeking a broader international platform.
• Senior lawyers at smaller firms who wish to access higher-value, more complex matters and clearer progression opportunities.
• Ambitious associates looking to accelerate their careers within a growing team.

Benefits

Why Trowers & Hamlins? We know that the best private wealth lawyers want more than just exceptional work. At Trowers, you’ll find an ambitious, growing and internationally connected practice, but one that is equally committed to creating a supportive, sustainable and genuinely enjoyable place to build a career. We are proud of our collaborative culture. Partners are approachable, ideas are valued regardless of seniority, and lawyers are given meaningful responsibility whilst being supported to develop their careers at a pace that works for them. We invest heavily in mentoring, training and progression, and have a strong track record of helping lawyers achieve their long-term professional goals. Unlike many firms undertaking work of similar complexity, we believe high performance and work-life balance can coexist. Our lawyers enjoy access to sophisticated, high-value matters without the relentless culture often associated with larger City practices. We take a pragmatic approach to flexible working and support our people in building successful careers alongside their commitments outside work.

Our Culture and Values

At Trowers & Hamlins, we believe exceptional client service starts with exceptional people. Our values are reflected in how we work with one another every day:

• We collaborative – We work together across offices, teams and jurisdictions to deliver the best outcomes for our clients.
• We savour success – We take pride in the quality of our work, celebrate success together and measure achievement by both what we accomplish and how we achieve it.
• We’re driven by innovation – We embrace change, think creatively and are always looking for smarter, better solutions for our clients and our people.
• We’re not afraid to be human – We foster an open, supportive and inclusive culture where individuality is valued, honesty is respected and everyone has the opportunity to thrive.

This is an opportunity to join a team with genuine momentum, undertaking some of the most interesting private wealth work in the region while enjoying the benefits of a supportive culture, sensible working environment and clear path for progression.

If you’re looking for a role that combines sophisticated tax and private wealth work, international exposure, exceptional clients and genuine career progression, we’d love to hear from you.

Our benefits include, an annual bonus scheme, GPP Pension Scheme with Aviva. We also offer Private Medical Insurance, (currently with Vitality Health) upon joining the firm, which include discounted gym memberships, free cinema tickets, health assessments and much more.

Trowers & Hamlins is an equal opportunities employer and values equity, diversity and inclusion. All applications will be considered on merit and the applicant’s suitability to meet the requirements of the role and will be treated equally irrespective of Ethnicity, Gender (including Trans and non-binary) Race, Disability, Religion and sexual orientation.

If you require any further information on any of our vacancies or would like to discuss any adjustments or additional support that you might need either during the recruitment process or after the offer stage, please feel free to contact our recruitment team on [e-mail].

As part of our firm recruitment policy our candidates are subject to employment screening background checks. These checks include personal details, education and employment history, professional qualifications and credit and criminal checks as appropriate.