Associate Solicitor - Private Client

Boyes Turner LLP; Reading; Hybrid; GBP 60,000 - 90,000; Full time

Benefits offered by this job

25 days holiday

Pension with 4% employer contribution

Life Assurance - 5x final salary

Private medical cover

Birthday extra day off

Weekly wellbeing hour

Charity work 8 hours p.a.

Cycle to work scheme

Bring your dog to work

Social events

Season ticket travel loan

Additional five days holiday

Job summary

Boyes Turner LLP is seeking an ambitious Private Client Solicitor (3-6 years' PQE) to join our growing Private Wealth team in Reading. You will handle wills, trusts and estate planning for high-net-worth individuals, with opportunities to work on sophisticated wealth structuring and cross-border matters.

You will collaborate closely with Partners and Senior Associates, developing expertise and building lasting client relationships in a supportive, ambitious firm offering hybrid working between

Qualifications

• 3-6 years' PQE in private client work
• Experience advising on wills, trusts and estate administration
• STEP qualified or working towards STEP
• CTA qualification or interest in developing specialist tax expertise
• Interest in tax, succession and wealth planning
• Experience advising entrepreneurs, business owners or internationally connected clients
• Excellent drafting, analytical, organizational and time management skills
• Collaborative approach to working with colleagues and professional advisers
• Strong interpersonal and communication skills
• Ability to build rapport with clients and advisers
• Ambition to develop expertise in complex wealth planning

Responsibilities

• Advising clients on wills, trusts and estate administration matters
• Assisting with inheritance tax, capital gains tax and succession planning projects
• Supporting structuring, creation and administration of trusts, including international elements
• Advising on lifetime wealth transfer planning and asset protection strategies
• Working on estate administrations involving business assets, trusts and overseas connections
• Preparing Letters of Wishes and wider family governance documents
• Assisting with business succession planning and intergenerational wealth transfer
• Liaising with accountants, advisers and other professionals to deliver joined-up advice
• Managing a varied caseload with appropriate autonomy while seeking support on complex matters
• Building and maintaining strong client relationships and delivering high standards of service
• Contributing to business development and growth of the Private Wealth team
• Developing relationships with high-net-worth clients and professional introducers

Job description

We are seeking an ambitious and personable Private Client Solicitor (3-6 years' PQE) to join our growing and highly regarded Private Wealth team.

This is an excellent opportunity for a solicitor looking to move beyond traditional private client work and develop expertise in sophisticated wealth planning for High-Net-Worth individuals, families and business owners. Working alongside Partners and Senior Associates, you will gain exposure to a broad range of complex matters, including tax and estate planning, trusts, succession planning, international estates and cross-border wealth structuring.

Our team advises entrepreneurs, family business owners, wealthy individuals, trustees and internationally connected families on some of their most significant personal, family and business matters. We pride ourselves on delivering practical, commercially focused advice and building long-term relationships with our clients and their advisers.

The successful candidate will join a collaborative and supportive team within a growing and ambitious firm.

We are committed to supporting the successful candidate's long-term career development. The role offers significant opportunities to deepen technical expertise, work directly with Partners on sophisticated private wealth and tax planning matters, develop relationships with high-net-worth clients and professional introducers, and take on increasing responsibility within a growing and ambitious team. There is a clear pathway to Senior Associate and, in due course, beyond that for candidates who demonstrate strong technical ability, client relationship skills and a commitment to business development.

We operate a hybrid working model, with regular collaboration across our Reading office and London hub.

Key responsibilities

You will work closely with Partners and Senior Associates on a varied and high-quality caseload, including:

• Advising clients on wills, trusts and estate administration matters.
• Assisting with sophisticated inheritance tax, capital gains tax and succession planning projects.
• Supporting the structuring, creation and ongoing administration of trusts, including those with international elements.
• Advising on lifetime wealth transfer planning and asset protection strategies.
• Working on estate administrations, including those involving business assets, trusts and overseas connections.
• Assisting with the preparation of Letters of Wishes and wider family governance documents.
• Supporting clients with business succession planning and intergenerational wealth transfer arrangements.
• Liaising with accountants, financial advisers and other professional advisers to deliver joined-up advice.
• Managing a varied caseload with an appropriate level of autonomy while seeking support on more complex matters where required.
• Building and maintaining strong client relationships and delivering a high standard of client service.
• Contributing to business development initiatives, networking activities and the continued growth of the Private Wealth team.

What we’re looking for

The successful candidate will ideally have:

• 3-6 years' PQE gained within a respected private client team.
• Experience advising on a range of private client matters, including wills, trusts and estate administration.
• STEP qualified (or working towards STEP qualification) would be advantageous.
• CTA qualification, CTA study, or an interest in developing specialist tax expertise would also be welcomed.
• A strong interest in tax, succession and wealth planning matters.
• Experience advising, or assisting with advice, for entrepreneurs, business owners, wealthy families or internationally connected clients would be advantageous.
• Excellent technical, drafting and analytical skills.
• Strong organisational and time management abilities.
• A proactive and collaborative approach to working with colleagues and professional contacts.
• Excellent interpersonal and communication skills.
• The ability to build rapport and confidence with clients and other advisers.
• Enthusiasm for developing expertise in complex wealth planning and contributing to the continued success of the team.

This role offers the opportunity to

• Work on high-quality and intellectually stimulating private wealth matters.
• Advise successful entrepreneurs, business owners and high-net-worth individuals.
• Gain experience of sophisticated tax, trust and succession planning work.
• Be part of a supportive and collaborative team culture.
• Work closely with experienced Partners and Senior Associates who are committed to developing junior lawyers.
• Enjoy genuine opportunities for career progression within a growing and ambitious team.

Contractual

• 25 days holiday
• Pension scheme with a 4% employer contribution and the employee pays 4%
• Life Assurance - 5 x final salary
• Private medical cover for employee

Non Contractual

• An additional days holiday for your birthday
• A weekly wellbeing hour
• 8 hour per annum charity work
• Cycle to work scheme
• Bring your dog to work
• Social committee events
• Season ticket travel loan
• Eligible to purchase an additional five days holiday

Team structure

• 2 x Partners
• 1 x Senior Associate
• 2 x Paralegals
• 1 x Legal Support Assistant

If you are looking to develop your career within a forward-thinking private wealth practice and work with a diverse and interesting client base, we would be delighted to hear from you.