Private Client Advisory Associate — Wealth & Trust

Birketts LLP; Norwich; Hybrid; GBP 45,000 - 65,000; Full time

Benefits offered by this job

Private Healthcare

Long Service holiday awards

Staff Profit Share

Life Assurance

Enhanced Maternity/Paternity Leave

Subsidised gym membership

Electric car scheme

Job summary

Birketts LLP in Norwich is seeking an experienced Associate to join its Private Client Advisory team. The role involves drafting legal documents, providing tax and succession planning advice while managing client relationships.

The ideal applicant will have 3-6 years PQE and strong attention to detail, with proficiency in Microsoft Office tools. This position includes a hybrid working model after the probation period, which is full-time in the office.

Qualifications

• 3-6 years' post-qualification experience in a relevant field.
• Proficient in using Microsoft Word, Excel, time recording software, and case management systems.
• Commitment to providing excellent client service.

Responsibilities

• Draft and negotiate contracts and legal documents.
• Provide taxation and succession planning advice to clients.
• Act as a key point of contact for clients.
• Participate in marketing and networking initiatives.
• Demonstrate strong financial performance.

Skills

Strong legal and commercial judgement

Managing time and workload efficiently

Business development through events and networking

High-quality client service

Attention to detail

Microsoft Office proficiency

Education

Qualified Solicitor (3-6 years PQE)

Job description

Birketts LLP in Norwich is seeking an experienced Associate to join its Private Client Advisory team. The role involves drafting legal documents, providing tax and succession planning advice while managing client relationships.

The ideal applicant will have 3-6 years PQE and strong attention to detail, with proficiency in Microsoft Office tools. This position includes a hybrid working model after the probation period, which is full-time in the office.