Private Client Associate

Simpson Judge; Wimbledon; Hybrid; GBP 100,000 - 140,000; Full time

Benefits offered by this job

Career progression

Flexible hybrid working

Birthday leave

Private medical and cash plan

Employee discount platform

Family-friendly policies

Employee Assistance Programme

Job summary

Simpson Judge, a leading Legal 500 firm, seeks a qualified private client solicitor (5PQE+) to manage a broad Wills, LPAs, trusts and IHT caseload with autonomy. You will advise on estate planning, succession and wealth preservation while building client relationships.

Join a supportive private client team with mentoring responsibilities and the opportunity to drive growth, in a flexible hybrid working environment.

Qualifications

• Qualified private client solicitor with 5PQE+ for private client matters.
• Experience across Wills, LPAs, trusts, probate, estate administration and IHT.
• Strong ability to manage a caseload independently and supervise others.

Responsibilities

• Managing a varied caseload covering Wills, LPAs, trusts, estate administration and IHT planning.
• Advising clients on estate planning, succession and wealth preservation.
• Building and maintaining strong client and professional relationships.
• Developing referral networks and contributing to business development.
• Supporting and mentoring junior members of the team.
• Maintaining high standards of client care, compliance and file management.

Skills

Estate planning

Client relationships

Mentoring juniors

Business development

Education

Qualified Solicitor (5PQE+) in Private Client

Job description

Join a highly regarded Legal 500 firm. The role offers a high degree of autonomy, with the opportunity to manage a broad private client caseload and play a key role in shaping the future growth and direction of the department.

RESPONSIBILITIES

• Managing a varied caseload covering Wills, LPAs, trusts, estate administration and IHT planning.
• Advising clients on estate planning, succession and wealth preservation.
• Building and maintaining strong client and professional relationships.
• Developing referral networks and contributing to business development.
• Supporting and mentoring junior members of the team.
• Maintaining high standards of client care, compliance and file management.

ABOUT YOU

• Qualified Solicitor , 5PQE+ within Private Client
• Strong experience across Wills, LPAs, trusts, probate, estate administration and IHT.
• Able to manage a caseload independently with minimal supervision.
• Confident dealing directly with clients and professional contacts.
• Strong client relationship and business development skills.
• Experience supervising or mentoring junior lawyers.
• Looking to take on a senior role within an established Private Client team.

BENEFIT

• Defined career pathways and professional development
• Flexible hybrid working
• Birthday leave and voucher
• Private medical and cash plan
• Employee discount platform
• Family-friendly policies
• Employee Assistance Programme