Cardiff Private Client Senior Associate – Lead Growth

PT group; Cardiff; Hybrid; GBP 70,000 - 110,000; Full time

Benefits offered by this job

Private Medical Insurance

28 days annual leave

Electric vehicle scheme

Cycle to Work

Job summary

PT group in Cardiff is seeking a Senior Associate in Private Client to join a growing team. You will handle a broad range of private client matters, including wills, trusts, and tax planning, while playing a key role in business development and mentoring junior colleagues.

The role offers the opportunity to contribute to the expansion of the Cardiff office within a leading national private client practice, with a supportive culture and clear progression paths.

Qualifications

• Qualified solicitor or CILEX lawyer with at least 5 years' PQE.
• Strong technical background in private client and ability to autonomously manage a varied, and complex, caseload.
• Ability to mentor and supervise junior team members.
• Experience within the Cardiff market or local network advantageous.
• Keen business developer with commercial acumen and growth mindset.
• STEP qualification or working towards this.

Responsibilities

• Manage a varied caseload including wills, trusts, estate administration, probate, tax and succession planning.
• Advise clients on long-term planning and cross-generation strategies.
• Develop client relationships and contribute to business development initiatives.
• Mentor and supervise junior solicitors within the team.

Skills

Private client experience

Mentoring

Business development

STEP qualification

Job description

PT group in Cardiff is seeking a Senior Associate in Private Client to join a growing team. You will handle a broad range of private client matters, including wills, trusts, and tax planning, while playing a key role in business development and mentoring junior colleagues.

The role offers the opportunity to contribute to the expansion of the Cardiff office within a leading national private client practice, with a supportive culture and clear progression paths.