Senior Associate, Private Client Advisory (Hybrid)

Birketts; Cambridge; Hybrid; GBP 90,000 - 120,000; Full time

Benefits offered by this job

Long service holiday

Private healthcare

Profit share and bonus scheme

Salary sacrifice pension

Life Assurance

Job summary

Birketts is seeking a Senior Associate in Private Client Advisory to provide expert guidance to high-net-worth individuals and families. The role focuses on succession planning, trusts, wills, and tax planning, with a client-first approach and a collaborative team environment across multiple offices.

You will advise on complex estate matters, work with trustees and family offices, and contribute to developing client relationships and strategic initiatives.

Qualifications

• Minimum of 6 years PQE in a professional legal environment.
• Proven track record advising high net worth clients in private client advisory law.
• High attention to detail to produce consistently high-standard work.
• Flexible approach to meet client deadlines and maintain regular communication.
• Experience in business development and establishing presence in new markets.
• Excellent interpersonal and communication skills; ability to build client relationships.

Responsibilities

• Build and maintain strong relationships with high-net-worth clients.
• Provide tailored advice on succession planning, tax planning, wills, and estate administration.
• Draft and review complex documents including wills, trusts, and powers of attorney.
• Advise on mitigating tax liabilities and structuring estates effectively.
• Lead and mentor junior lawyers within a collaborative environment.
• Contribute to the firm's strategic plan within Private Client Advisory Team.
• Participate in events and marketing activities to attract and retain clients.

Skills

High net worth client advisory

Client relationship management

Tax planning

Wills & trusts drafting

Attention to detail

Education

Solicitor/Bar admission

Tools

MS Word

Excel

Case management software

Outlook

Time recording software

Digital dictation

Job description

Birketts is seeking a Senior Associate in Private Client Advisory to provide expert guidance to high-net-worth individuals and families. The role focuses on succession planning, trusts, wills, and tax planning, with a client-first approach and a collaborative team environment across multiple offices.

You will advise on complex estate matters, work with trustees and family offices, and contribute to developing client relationships and strategic initiatives.