Private Client Trusts Associate – 3+ PQE – Dorchester – Dorchester

Ruth Wagstaff Recruitment Ltd; Dorchester; Hybrid; GBP 50,000 - 65,000; Full time

Benefits offered by this job

Flexible working

25 days’ holiday + BH

Birthday day off

Private healthcare

Pension scheme

Life assurance

Eye tests & flu jabs

Gym membership discounts

Legal support

Charity fundraising & office events

Job summary

Ruth Wagstaff Recruitment Ltd is recruiting for a prestigious Top 200 UK law firm in Dorchester, seeking a Private Client Trusts Associate (3+ PQE). This permanent role offers hybrid flexibility and a salary between £50,000 and £65,000 per year.

You will handle trust creation, administration and advisory work, manage assets, provide tax guidance on trusts and educate beneficiaries. The firm supports flexible working and career progression within a collaborative team.

Qualifications

• Strong private client background with hands-on trust experience.
• Solid technical knowledge and commercial approach to trust law.
• Ability to manage own caseload with supervision from a Partner.
• Excellent interpersonal and collaborative mindset.
• Proactive, ambitious with growth mindset.

Responsibilities

• Trust creation and advisory work.
• Trust administration and compliance.
• Managing trust assets.
• Providing taxation advice relating to trusts.
• Asset management and investment oversight.
• Educating beneficiaries.

Skills

Private client law

Trust administration

Caseload management

Client advisory

Team collaboration

Education

Qualified solicitor

Job description

Private Client Trusts Associate – 3+ PQE – Dorchester
Location: Dorchester
Type of Role: Permanent, Full-time (with hybrid flexibility)
Salary: £50,000 to £65,000

This award winning Top 200 UK law firm provides high quality commercial and private client services across the South West. With deep roots in local communities and a reputation for delivering practical, real world advice, the firm is widely recognised for its exceptional client care and technical expertise. It is now seeking a Private Client Trusts Associate to join its busy and expanding Trusts team in Dorchester. This is an excellent opportunity to manage a varied and engaging caseload while contributing to the continued growth of the firm’s private client offering. The role provides strong team support, flexibility and clear scope for career development within a collaborative, people focused environment. The firm’s people first culture is central to its success, reflected in outstanding staff retention and longstanding recognition for its commitment to employee development and wellbeing.

The Role
As a Trusts Associate, you will play a key role in delivering high quality trust administration and advisory work. Responsibilities include:

• Trust creation and advisory work
• Trust administration and compliance
• Managing trust assets
• Providing taxation advice relating to trusts
• Asset management and investment oversight
• Communicating with and educating beneficiaries

Candidate Requirements
This role is suited to an individual with:

• A strong private client background, ideally with hands on trust administration experience
• Solid technical knowledge and a commercial approach to trust law and practice
• The ability to manage their own caseload with supervision from a Partner
• Excellent interpersonal skills and a collaborative, team focused mindset
• A proactive, enthusiastic and ambitious approach
• A growth mindset and the ability to see the wider commercial picture

Applications are welcomed from both qualified solicitors and experienced trust professionals who can demonstrate equivalent expertise.

Benefits
The firm offers a comprehensive benefits package, including:

• Flexible working
• 25 days’ holiday plus Bank Holidays
• An additional day off for your birthday
• Private healthcare
• Pension scheme(s)
• Life assurance
• Eye tests and flu jabs
• Corporate gym membership discounts
• Legal support
• Opportunities to get involved in charity fundraising, sports teams and office social events

*At Chadwick Nott, we are committed to developing a diverse and inclusive culture as well as supporting our large client network achieve the same. We are an equal opportunities employer and encourage applications of all qualified candidates regardless of their age, sex, race, disability, sexual orientation, disability, culture or anything other personal characteristic. We champion and celebrate diversity in the workplace. Where a level of experience is indicated, please note that this is only a guideline.*

Job Tenure: Permanent and Full-Time
Salary: £50000 – £65000 per annum
Location: Dorchester, Dorset