Hybrid Private Client Associate: High-Value Trusts Estates

JMC Legal Recruitment

Cheltenham

Hybrid

GBP 60,000 - 110,000

Full time

13 days ago

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Job summary

JMC Legal Recruitment is representing a leading UK law firm seeking a Private Client Associate in Cheltenham. The role targets 3-7 years' PQE with a focus on high-value, complex private client matters.

You will join a collaborative team handling succession planning, trusts, estate administration and tax planning, with opportunities to work alongside specialist groups. Hybrid working is available, with the role based in Cheltenham.

Qualifications

  • Qualified solicitor or CILEX lawyer with around 3-7 years' PQE.
  • Experience in private client matters, including estate administration, trusts and inheritance tax.
  • Ability to manage a substantial and varied caseload with autonomy.
  • Strong drafting and technical skills.
  • Commercial and practical client advisory approach.
  • Ability to manage client relationships and work with junior lawyers.

Responsibilities

  • Handle succession planning, trusts, estate administration and tax planning.
  • Develop private wealth matters for high-net-worth clients.
  • Collaborate with private client specialists and junior lawyers.
  • Balance complex matters with autonomy and client relationship management.

Skills

Private client
Estate administration
Trusts
Inheritance tax
Drafting
Client relationships
Autonomy
Collaboration

Education

Qualified solicitor or CILEX lawyer

Job description

JMC Legal Recruitment is representing a leading UK law firm seeking a Private Client Associate in Cheltenham. The role targets 3-7 years' PQE with a focus on high-value, complex private client matters.

You will join a collaborative team handling succession planning, trusts, estate administration and tax planning, with opportunities to work alongside specialist groups. Hybrid working is available, with the role based in Cheltenham.

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