Private Client Associate

yolk recruitment; Gloucester; On-site; GBP 77,000 - 94,000; Full time

Job summary

Yolk Recruitment are recruiting a Private Client Associate for their Cheltenham office, offering City-quality work outside London with a leading international law firm backing. You will advise wealthy individuals and landed estates on succession, tax planning, trusts and estate administration, handling high-value matters with autonomy and access to a supportive private client group across the UK.

The role is Cheltenham-based with a salary up to £85,000 DOE and flexible progression for strong

Qualifications

• Qualified solicitor or CILEX with 1+ PQE preferred.
• Strong knowledge of estate administration, inheritance tax and trusts.
• Commercial, practical approach with client-focused mindset.

Responsibilities

• Advise on succession, tax planning, trusts, and estate administration.
• Work on large, high-value estates for notable clients.
• Manage a varied caseload appropriate to experience.
• Draft complex Private Client documentation with growing autonomy.
• Collaborate with Private Property, Trust and Tax teams.
• Develop long-term relationships with sophisticated clients.
• Supervise junior team members where appropriate.
• Participate in business development, seminars, and client pitches.
• Develop personal niche interests within Private Client practice.

Skills

Estate administration

Inheritance tax

Trusts

Client relationship skills

Commercial approach

Team collaboration

Education

Qualified Solicitor or CILEX 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?

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.