Private Client Associate

Yolk Recruitment; Cheltenham; On-site; GBP 77,000 - 94,000; Full time

Job summary

Yolk Recruitment is seeking a Private Client Associate in Cheltenham to join a leading international law firm's private client practice. You will advise wealthy individuals and families on succession, tax planning, trusts and estate administration within a UK-based team renowned for complex matters.

The role offers City-quality work based in Cheltenham, with exposure to international matters and collaboration across Private Property, Trust and Tax specialists.

Qualifications

• Qualified solicitor with UK qualification or CILEX equivalent.
• Strong estate administration knowledge and technical inheritance tax and trusts.
• Excellent client relationship and commercial approach.
• Interest in developing within a collaborative Private Client team.

Responsibilities

• Advising clients on succession and tax planning, trusts, inheritance tax and estate administration.
• Working on high-value estates for entrepreneurs, investors, professionals and landed estates.
• Managing a varied caseload with increasing autonomy.
• Drafting complex Private Client documentation and collaborating with related teams.

Education

Solicitor qualification

STEP qualification

Job description

Private Client Associate

Cheltenham

Salary up to £85k DOE

Are you a Private Client Solicitor looking for high-quality, complex work without having to build your career in London?

This is an excellent opportunity to join the Cheltenham office of a leading international law firm, working within a highly regarded UK Private Client team advising wealthy individuals, families, entrepreneurs, business owners and landed estates.

The team handles sophisticated succession, tax, trust and estate planning work, including complex and high-value estates. There is also the opportunity to gain exposure to matters with an international dimension, although previous international experience is not essential.

The Cheltenham Private Client team includes three Partners, a Senior Associate, six Associates, a Trainee, Probate Assistant, Senior Tax Adviser and Trust and Tax Assistant. The successful candidate will work predominantly with the Cheltenham Partners while also having access to lawyers across the wider UK Private Client group.

This is what you will be doing

• Advising clients on succession and tax planning, trusts, inheritance tax and estate administration.
• Working on complex and high-value estates for clients including entrepreneurs, investors, professionals, senior executives and landed estates.
• Managing a varied caseload appropriate to your level of experience.
• Drafting complex Private Client documentation with increasing autonomy.
• Working closely with specialists across Private Property, Trust and Tax teams.
• Developing long-term relationships with an interesting and sophisticated client base.
• Supporting and supervising junior members of the team where appropriate.
• Getting involved in business development, seminars, presentations and client pitches.
• Developing your own specialist interests within a broad Private Client practice.

The experience you will bring to the team

• Qualified Solicitor or CILEX qualification.
• Ideally 1+ PQE, although applications are welcomed across a broad range of experience.
• Strong experience of estate administration.
• Good technical knowledge of inheritance tax and trusts.
• STEP qualification would be advantageous but is not essential.
• Confidence handling your own files and managing multiple matters.
• Strong communication and client relationship skills.
• A commercial, practical approach to advising Private Client clients.
• An interest in developing your career within a collaborative specialist team.

This is what you will get in return

• The opportunity to undertake City-quality Private Client work while being based in Cheltenham and the Cotswolds.
• A friendly, nurturing and collegiate working environment within an established Cheltenham office of just over 100 people, offering a strong sense of community.
• Exposure to complex, high-value succession and tax planning work for an impressive client base including investors, entrepreneurs, business owners, landed estates, professionals and senior executives.
• The opportunity to work alongside three Private Client Partners in Cheltenham, as well as Partners and specialists across the firm's wider UK Private Client practice.
• Exposure to the firm's Private Property, Trust and Tax teams across its UK offices, with opportunities to work with international colleagues where appropriate.

Are you up to the challenge?

If you are a Private Client Solicitor with a passion for delivering exceptional client service and ready to take on a new challenge.

Yolk Recruitment is an equal opportunities employer and embraces diversity in our workforce. We employ the best people for the job at hand and actively encourage applications from all qualified candidates, regardless of gender, age, race, religion, sexual orientation, disability, educational background, parental status, gender identity or any other protected characteristic. We champion and celebrate diversity at Yolk allowing our team to bring their whole selves to work. Please note, whilst we do our best to contact all candidates, due to the high number of applications we receive we cannot guarantee this for every role. If you have not heard anything from us within 7 days of applying - then unfortunately you have been unsuccessful. Please keep an eye on our website for more opportunities.