Private Client Associate

JMC Legal Recruitment; West of England; On-site; GBP 55,000 - 75,000; Full time

Job summary

JMC Legal Recruitment is seeking a Private Client Associate to join a leading Top 100 firm in Bristol. The role involves handling a top-tier private client caseload for high net worth individuals, farmers, entrepreneurs and business owners with complex succession planning and wealth protection requirements.

You will work with experienced private client lawyers in a supportive environment that emphasizes technical development and client-focused service.

Qualifications

• Private Client Solicitor with 2+ years PQE.

Responsibilities

• Handle private client estate planning, wills and trusts for high net worth and international clients.
• Advise on succession planning, wealth protection, and tax considerations in complex matters.
• Collaborate with trust management teams and financial planners to support client needs.

Skills

Private Client

PQE 2+ years

Job description

Private Client Associate | 2+ Years PQE | Top 100 Firm | Bristol

A strong opportunity for a Private Client Associate to join a highly regarded team within a leading Top 100 firm that continues to invest heavily in its services to individuals, at a time when some Bristol firms are shifting emphasis towards corporate and commercial work.

The Firm

This Top 100 firm has built its reputation on an industry led approach to legal services, with lawyers who develop a deep understanding of the sectors their clients operate in, improving outcomes in a real and tangible way. Private Client remains a core part of its long term strategy, giving the team genuine momentum rather than a position it is simply holding.

Culture is where the firm is most consistently praised. The flexibility on offer is substantial and taken seriously rather than advertised, and people are trusted to find a balance that works for them. There is continual dialogue in both directions through staff surveys, training programmes and an active social scene, and processes change in response to what people say.

The Role

You will join the firm's wider Private Capital team in Bristol, working on a top tier private client caseload for private individuals, farmers, entrepreneurs and other business owners. These are clients with diverse assets who need complex succession planning and wealth protection arrangements rather than standard estate planning, and you will have a good level of autonomy from the outset, working alongside experienced private client lawyers in an inclusive environment where technical development is taken seriously.

Your caseload will include estate planning advice with related wills and trust documents for high net worth, entrepreneurial and international clients, Lasting Powers of Attorney, inheritance tax and capital gains tax advice, pre exit planning for business owners, and the creation, management and winding up of trusts, with a dedicated Trust Management team handling day to day compliance and administration.

You will also advise on deeds of variation and work alongside clients' financial planners, with scope to build your own profile through business development.

The Ideal Candidate

• Private Client Solicitor with 2+ years PQE