Private Client Associate / Senior Associate

JMC Legal Recruitment; Wells; On-site; GBP 40,000 - 60,000; Full time

Job summary

A reputable legal firm in Wells seeks a Private Client Associate or Senior Associate to join its expert Wills, Tax & Trusts team. The ideal candidate will have 4+ years PQE, specializing in advising families and businesses on various aspects of inheritance and estate planning. Responsibilities include drafting wills, providing tax advice, and managing trusts. This position emphasizes strong client relationships and high-quality work in a supportive office environment.

Qualifications

• Experience in private client work, especially in wills, taxes, and trusts.
• Strong interpersonal skills for client-facing roles.

Responsibilities

• Drafting and advising on wills and succession planning.
• Providing inheritance tax and capital tax planning advice.
• Creating and managing lifetime trusts.
• Administering estates and managing LPAs.

Skills

Wills drafting

Inheritance tax advice

Estate administration

Client relationship management

Education

Qualified Solicitor (4+ years' PQE)

Job description

Private Client Associate / Senior Associate - Wills, Tax & Trusts (Wells, Somerset)

A long-established Somerset firm is looking to appoint an Associate or Senior Associate to join its expert Wills, Tax & Trusts team based in Wells.

This is a role for someone who enjoys the substance and nuance of private client work - advising families, business owners and high-net-worth individuals on wills, inheritance tax, trusts, estate administration, and lasting powers of attorney. The work is varied, often complex, and always personal. You'll be working closely with clients and professional referrers alike, building relationships that often span generations.

The firm is looking for someone who will be based primarily in the Wells office, with regular client contact and strong links to local advisors forming a key part of the role.

What you'll be doing:

• Drafting and advising on wills and succession planning
• Providing detailed inheritance tax and capital tax planning advice
• Creating and managing lifetime trusts and overseeing associated tax returns
• Administering estates
• Managing a portfolio of LPAs (property and financial affairs, health and welfare)
• Keeping up to date with legal and compliance developments
• Playing an active part in maintaining and growing professional relationships

Who this will suit:

• A technically strong private client lawyer, likely with 4+ years' PQE
• Someone who enjoys close client contact and being part of a visible, office-based team
• A lawyer who values doing high-quality work in a stable and supportive environment

Discreet enquiries are welcome - just get in touch for a confidential conversation.