Associate/Sr Associate/Partner-Lifetime Planning-Exeter-4 PQE+ – Exeter

Wagstaff Recruitment; Exeter; On-site; GBP 60,000 - 120,000; Full time

Job summary

Chadwick Nott is recruiting an Associate, Senior Associate or Partner to join its Lifetime Planning practice in Exeter. You will handle estate planning, wills and trust matters for high net worth clients, with exposure to complex matters and strong career prospects.

The role offers hybrid options, collaboration with senior specialists, and opportunities to develop technical expertise within a leading national Private Client team.

Qualifications

• 4+ years' PQE in Private Client work, with strong experience in wills and lifetime planning.
• STEP/CTA support available.
• Excellent client interaction and attention to detail.
• Willingness to network and develop business opportunities.

Responsibilities

• Manage lifetime planning and estate advisory matters for HNW/UHNW clients.
• Draft wills and trust documentation and advise on inheritance tax and capital gains tax issues.
• Advise on pre-exit planning opportunities for business owners.
• Coordinate with financial planners and discuss a range of financial products.
• Handle LPAs and related lifetime planning documents; participate in BD events and client engagement.

Skills

Private Client experience

Wills & Trusts

PQE 4+ years

Job description

Associate / 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: £80,000 - £120,000

(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 qualifications
• A collaborative, inclusive and supportive culture
• A firm committed to wellbeing, flexibility and long term career growth
• A comprehensive benefits package and flexible working options

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.

Job Tenure: Permanent and Full-Time

Salary: £60000 - £120000 per annum

Location: Exeter, Devon