Senior Associate- Private Client

Themis Recruit; Cambridge; On-site; GBP 90,000 - 120,000; Full time

Benefits offered by this job

Birthday Off

Pension Contributions

Life insurance

Income protection

Vitality health insurance

Job summary

Themis Recruit is seeking a Senior Associate to join a Cambridge private client team, delivering bespoke estate planning for mid to high net worth clients. You will handle complex wills, LPAs, and trust administration in a supportive, career‑progressive environment.

Ideal candidates have 8+ years PQE with strong attention to detail, and exposure to taxation and estate planning. SFE/STEP membership is highly desirable; a competitive salary with bonus and flexible working options are offered.

Qualifications

• Minimum 8+ years PQE in private client law.
• Experience preparing self-assessment tax returns essential.
• SFE and/or STEP membership highly desirable.

Responsibilities

• Provide bespoke estate planning advice to mid to high net worth clients.
• Prepare complex Wills for mid to high net worth clients.
• Prepare Lasting Powers of Attorney for mid to high net worth clients.
• Administer taxable and non-taxable estates.
• Prepare Trust documentation including settlements and deeds.
• Advise executors and trustees on taxation and reporting (IHT100s & IHT400s).
• Advise trustees on duties, obligations and powers from settlement terms.

Skills

8+ years PQE

Self-assessment tax returns

SFE or STEP membership

Attention to detail

Organisational skills

Communication skills

Team player

Job description

Cambridge, United Kingdom | Posted on 28/07/2025

Due to a recent retirement, our client is now seeking an experienced Senior Associate to join their Cambridge office's Private client team. If you are keen to provide bespoke high quality legal advice, and particularly knowledgeable in the areas of trusts, taxation, and lifetime planning- then this role could be exactly what you're looking for!

Our client puts their people first, and are proud to offer genuine opportunities to progress one's career, whilst maintaining a healthy work/life balance.

Key Responsibilities:

• Providing bespoke estate planning advice to mid to HNW clients
• Preparing complex Wills for mid to HNW clients
• Preparing Lasting Powers of Attorney for mid to HNW clients
• Dealing with the administration of taxable and non-taxable estates
• Preparing Trust documentation to include drafting settlements and subsequent resolutions and deeds necessary to administer settlements
• Advising executors and trustees on the taxation, compliance and reporting requirements for estates and trusts (including preparation of IHT100s & IHT400s)
• Advising trustees of their duties, obligations, and powers available to them from the terms of the settlement, statute, or case law
• Providing business succession planning to business owners including sole traders, partners, and shareholders
• Providing support and advice to members of the team on more complex matters, in particular, trusts, taxation and estate planning
• Attending networking events to build firm reputation and develop professional connections

Requirements

• 8+ years PQE
• Experience preparing self-assessment tax returns
• SFE and/or STEP membership (highly desirable)
• Excellent attention to detail, organisational and communication skills
• Self-motivated, outgoing and proactive
• Professional and works well both independently and in a team

• Competitive salary plus bonus. Our client recognises hard work.
• Flexibility: Our client is open to suggestions, and wants you to work in a way that works for you!
• Birthday Off
• Pension Contributions
• Life insurance
• Income protection
• Vitality health insurance.
• Wellbeing support. We’re passionate about wellbeing, including Calm premium, 24/7 employee helpline and general lifestyle assistance.