Private Client Principal Associate Solicitor

William James Recruitment; Birmingham; Hybrid; GBP 70,000 - 115,000; Full time

Benefits offered by this job

Hybrid and flexible working

Competitive salary dependent on exp

STEP qualification funding and support

Exposure to complex and high-value 私人

Ongoing professional development and培训

Strong progression prospects

Job summary

William James Recruitment is seeking a Private Client Principal Associate in Birmingham to handle complex probate and estate administration for high-net-worth clients. You will advise on estate planning, trusts, and tax matters while managing matters from instruction to completion.

The role offers hybrid/flexible working, with a strong emphasis on business development and mentoring junior lawyers within a growing Private Wealth practice.

Qualifications

• Qualified Solicitor with 5–10 years' PQE in Private Client law.
• Strong knowledge of wills, trusts, probate and estate planning.
• Experience handling complex estate administration and high-value probate work.
• Experience advising high-net-worth individuals and families.
• STEP qualification advantageous; candidates willing to pursue it encouraged.

Responsibilities

• Manage a varied caseload of private client matters, focusing on complex probate and estate administration.
• Advise high-net-worth individuals on estate planning and wealth preservation.
• Administer estates from instruction to completion.
• Establish and administer lifetime trusts and will trusts.
• Advise on inheritance tax, capital gains tax and income tax planning.
• Work closely with executors, trustees and beneficiaries.
• Develop relationships with accountants and financial advisers to generate opportunities.
• Mentor junior team members and contribute to business growth.

Skills

Client relationship management

Commercial awareness

Communication skills

Team mentoring

Education

Qualified Solicitor

STEP qualification

Job description

Private Client Principal Associate Solicitor – Birmingham – Competitive Salary + Benefits

This Private Client Solicitor role in Birmingham is an excellent opportunity for an ambitious solicitor to join a highly regarded team within an established UK law firm.

With a strong reputation in the private wealth market and an established client base, this role offers the opportunity to work on high-value and complex matters, develop intermediary relationships and play an active role in the continued growth of the practice.

The Role

As a Private Client Principal Associate, you will:

• Manage a varied caseload of private client matters, with a particular focus on complex and high-value probate and estate administration work
• Advise high-net-worth individuals and families on estate planning, succession planning and wealth preservation strategies
• Handle the administration of estates from instruction through to completion
• Establish and administer lifetime trusts and will trusts
• Advise clients on inheritance tax, capital gains tax and income tax planning
• Work closely with executors, trustees and beneficiaries on a range of estate and trust matters
• Build and maintain strong relationships with accountants, financial advisers and other professional intermediaries
• Support and develop referral networks to generate new business opportunities
• Mentor and supervise junior members of the Private Client team
• Contribute to business development initiatives and the continued growth of the practice

About You

To be considered for this opportunity, you will have:

• Qualified Solicitor status with ideally 5-10 years' PQE in Private Client law
• Strong technical knowledge across wills, trusts, probate and estate planning matters
• Experience handling complex estate administration and high-value probate work
• Experience advising high-net-worth individuals, families and business owners
• A solid understanding of inheritance tax, capital gains tax and succession planning
• STEP qualification would be advantageous, although candidates willing to undertake the qualification are strongly encouraged to apply
• Strong commercial awareness and an interest in business development
• Experience building relationships with professional referrers and intermediariesExcellent communication, organisational and client relationship management skills
• The ability to manage matters independently while contributing to a collaborative team environment

The Benefits

The firm offers an excellent package including:

• Competitive salary dependent on experience
• Hybrid and flexible working arrangements
• STEP qualification funding and support, subject to firm policy
• Exposure to complex and high-value private client work
• Ongoing professional development and training opportunities
• A supportive and collaborative team environment
• Strong progression prospects within a growing Private Wealth practice
• The opportunity to develop existing client and intermediary relationships while building your own profile in the market