Senior Associate - Private Client

Chadwick Nott; Bournemouth; On-site; GBP 65,000 - 95,000; Full time

Job summary

Chadwick Nott in Bournemouth is seeking a Senior Associate to join its Private Client team, a well established, highly regarded practice recognised for excellence in wills, trusts and probate. You will handle complex private client matters, build your own client base, and contribute to the firm’s advisory work with a focus on risk management and compliance.

The role involves advising high net worth clients on tax and lifetime planning, creating and administering trusts, and coordinating with

Qualifications

• Qualified Solicitor or Chartered Legal Executive.
• STEP accreditation (advantageous).
• Experience in private client work with high net worth clients.

Responsibilities

• Provide expert private client advice to existing clients and develop own client base.
• Manage complex cases appropriate to level of experience.
• Draft and execute wills; advise on probate and estates; administer trusts.

Skills

Client care

Legal drafting

Research skills

Team collaboration

Education

Solicitor or Chartered Legal Executive

STEP accreditation

Tools

Case management software

IT/computer skills

Job description

Senior Associate - Private Client

Location: Bournemouth

Type of Role: Permanent, Full-time

Salary: £65,000 - £95,000 (depending on experience)

A well established and trusted Private Client team, recognised in the Legal 500 for excellence in Personal Tax, Trusts and Probate, is seeking an experienced Senior Associate to join its highly regarded department. The team advises individuals and families on complex personal affairs and collaborates closely with other specialist teams, including Property, to deliver seamless client service.

The Role

• Providing expert legal advice to existing clients while developing your own client base
• Managing complex cases appropriate to your level of experience
• Drafting and executing all types of Wills
• Advising on probate matters, including administration of complex estates
• Advising high net worth clients on tax and lifetime planning
• Creating and administering trusts
• Drafting and registering Lasting Powers of Attorney
• Assisting with the registration of Enduring Powers of Attorney
• Offering practical solutions to defuse conflict and resolve matters through negotiation, mediation or ADR
• Delivering outstanding client care and maintaining the firm's high professional standards
• Reporting concerns to the Head of Department where appropriate
• Supporting marketing, networking and business development initiatives
• Managing files in accordance with SRA requirements, Law Society protocols, firm procedures and LEXCEL standards

Candidate Requirements

Qualifications

• Qualified Solicitor or Chartered Legal Executive
• STEP accreditation (advantageous)

Knowledge

• Excellent understanding of private client law
• Strong technical skills across wills, tax and probate
• Commitment to legal research and staying up to date with developments
• Responsibility for personal and professional development
• Strong understanding of risk management and compliance

Skills

• Resilient, well organised and able to manage a busy caseload
• Methodical approach with strong prioritisation skills
• Exceptional client care and relationship building abilities
• Clear, logical thinker with excellent written and verbal communication
• Strong team player with collaborative mindset
• Effective drafting and research skills
• Confident use of IT and case management systems
• Ability to support business development and promote the team

Experience

• Minimum 8 years' PQE within a reputable Private Client department
• Strong grounding in all aspects of private client work
• Experience advising on complex matters
• Experience with Court of Protection applications (e.g., statutory wills)
• Experience supervising junior team members

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 from all qualified candidates regardless of age, sex, race, disability, sexual orientation, culture or any other personal characteristic. Where a level of experience is indicated, please note that this is only a guideline.

*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.*