Senior Associate, Private Client and Trust

Appleby; United Kingdom; On-site; GBP 60,000 - 80,000; Full time

Job summary

Appleby in the United Kingdom is seeking a Senior Associate for its Private Client and Trusts Practice Group. The successful candidate will advise clients on various aspects of family and commercial trust and estate law, ensuring compliance with the Group’s principles.

The role requires at least five years of post-qualification experience and proficiency in handling wills and probate matters. The candidate will also engage in departmental training programs and contribute to marketing efforts.

Qualifications

• Minimum of five years post-qualification experience in Private Client and Trust practice area.
• Able to handle wills and probate caseload with minimal or no supervision.
• Experience with family trusts and corporate trusts is a plus.

Responsibilities

• Advise clients independently on trust and estate law matters.
• Participate in marketing, education and training programs.
• Contribute to marketing efforts through writing and speaking.

Skills

Private Client Law

Trust and Estate Law

Wills and Probate

Microsoft Office

Job description

Senior Associate, Private Client and Trust

Job number: 1481 | Department: Private Client & Trusts Practice Group

Principal duties and responsibilities will include (but are not limited to) the following:

• Advise clients independently, in keeping with the Group’s principles, with respect to all aspects of family and commercial trust and estate law matters
• Advise on transactions in connection with trust structures
• Participate in the department’s marketing, education and training programmes
• Contribute to marketing efforts through writing articles for industry publications, speaking at conferences and attending overseas business development trips

Knowledge, Skills and Experience Required

• Minimum of five years post qualification experience in Private Client and Trust practice area
• Able to handle wills and probate caseload with minimal or no supervision
• Family Trust experience
• Experience in corporate trusts and general corporate matters would be an asset.
• A high level of proficiency in the Microsoft Office suite of programmes