Private Client Associate – Hybrid & Growth Focus

Birketts LLP

Norwich

Hybrid

GBP 70,000 - 110,000

Full time

14 days+
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Benefits offered by this job

Long Service holiday award – 1 extra
Private Healthcare
Staff Profit Share
Pension salary sacrifice
Life Assurance – 4 x salary

Job summary

Birketts is a full service UK Top 50 law firm with a dedicated Private Client Advisory team in Norwich. We are seeking an Associate with 3–6 years PQE to handle high‑net‑worth tax, trusts and estate planning, Will/LPAs, and estate administration. The role emphasises client service, commercial judgement and proactive relationship building.

We offer a hybrid working model with a mix of office and home days, and a strong emphasis on professional development, client focus and teamwork.

Qualifications

  • 3-6 years PQE in private client work.
  • Ability to draft complex documents with senior guidance.
  • Experience in taxation and succession planning for high-net-worth clients.
  • Proficiency in MS Word, Excel, Outlook and case management tools.
  • Strong client service and business development acumen.

Responsibilities

  • Drafting and negotiating on relevant contracts, documents, advice notes, letters and correspondence tailored to the client’s individual needs and requirements.
  • Providing taxation and succession planning advice to a broad range of clients, including those with a high net worth comprised of a mix of relievable and non-relievable assets.
  • Drafting Wills, trust documents, LPAs, deeds, advice notes, letters and correspondence tailored to the client’s individual needs and requirements.
  • Dealing with estate administration.
  • Acting as a key point of contact for clients, building trusted relationships, and identifying opportunities to add value.
  • Participating in marketing and networking initiatives.
  • Ownership of personal financial performance, demonstrating accountability and a commercial mindset.

Skills

Legal judgement
Billing & time recording
Business development
Client service
Time management
Compliance
Attention to detail
Professional integrity
Microsoft Word
Excel
Outlook
Time recording software
Case management software
Digital dictation

Tools

Microsoft Word
Excel
Outlook
Case management software
Time recording software
Digital dictation

Job description

Birketts is a full service UK Top 50 law firm with a dedicated Private Client Advisory team in Norwich. We are seeking an Associate with 3–6 years PQE to handle high‑net‑worth tax, trusts and estate planning, Will/LPAs, and estate administration. The role emphasises client service, commercial judgement and proactive relationship building.

We offer a hybrid working model with a mix of office and home days, and a strong emphasis on professional development, client focus and teamwork.

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