Senior Associate – Private Client – Bristol – 4+ Years PQE – Bristol

Ruth Wagstaff Recruitment Ltd; West of England; On-site; GBP 70,000 - 90,000; Full time

Benefits offered by this job

Quarterly bonus up to 6%

No time recording

Dedicated administrative and technical

Supportive team environment

Job summary

Chadwick Nott is seeking a Senior Associate for its Private Client team in Bristol to manage a high-quality caseload of complex taxable estates. This role offers a modern, supportive environment with strong internal support and clear progression opportunities.

The candidate will have 4+ years’ PQE in estate administration and wider private client work, with experience in trusts, cross-border estates and advanced tax issues, all within a collaborative team.

Qualifications

• 4+ years’ PQE in estate administration and wider private client work
• Strong experience handling taxable estates
• Confidence managing complex matters with autonomy
• Interest in developing expertise in trusts, cross border estates and advanced tax issues
• Excellent communication skills and a client focused approach
• Strong organisational skills and the ability to manage a busy caseload efficiently
• Collaborative mindset and willingness to support junior team members

Responsibilities

• Managing up to 40 taxable full estate administration matters
• Working on complex estates referred by high quality IFA partners
• Exposure to trusts, cross border estates and advanced tax issues (with full support to upskill)
• Collaborating with a dedicated team structure including Team Manager, Assistant Team Manager, Legal Assistants and Specialist support team handling property work, income tax and estate accounts
• Progression focused case management with no time recording
• Working on a fixed fee model

Job description

Senior Associate – Private Client – Bristol – 4+ Years PQE
Location: Bristol
Type of Role: Permanent, Full-time
Salary: £70,000 + quarterly bonus up to 6%

A leading Private Client team in Bristol is seeking a Senior Associate (4+ PQE) to manage a high quality caseload of complex taxable estates. This is an exceptional opportunity to join a modern, well structured team offering unrivalled exposure to complex work, strong internal support, and a genuinely progressive working environment.

The Role

You will handle a varied and sophisticated caseload with a focus on:

• Managing up to 40 taxable full estate administration matters
• Working on complex estates referred by high quality IFA partners
• Exposure to trusts, cross border estates and advanced tax issues (with full support to upskill)
• Collaborating with a dedicated team structure including:
• Team Manager
• Assistant Team Manager
• Legal Assistants
• Specialist support team handling property work, income tax and estate accounts
• Progression focused case management with no time recording
• Working on a fixed fee model
• Earning up to 6% quarterly bonus based on case progression
• No requirement to bring in new business – a separate sales function handles all case setup

Candidate Requirements

This role is ideal for a Private Client specialist with:

• 4+ years’ PQE in estate administration and wider private client work
• Strong experience handling taxable estates
• Confidence managing complex matters with autonomy
• Interest in developing expertise in trusts, cross border estates and advanced tax issues
• Excellent communication skills and a client focused approach
• Strong organisational skills and the ability to manage a busy caseload efficiently
• A collaborative mindset and willingness to support junior team members

Benefits

The firm offers:

• Competitive salary with flexibility based on experience
• Quarterly bonus scheme (up to 6%)
• No time recording
• Dedicated administrative and technical support
• Clear progression opportunities
• High quality work with exposure to complex estates
• A friendly, modern and well structured team environment

*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: £70000 – £90000 per annum
Location: Bristol, Bristol