Senior Associate, Private Client & Wealth Planning

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

Benefits offered by this job

25 days holiday (FTE) + Bank Holidays

Private Healthcare with BUPA

Pension scheme

Job summary

Birketts is seeking a Senior Associate in Private Client Advisory to advise high‑net‑worth clients on succession planning, trusts, wills and estate administration. You will lead complex matters, draft intricate documents and mentor junior lawyers in a collaborative team.

The role blends office and home work, with a 60% office / 40% home split, and offers a broad benefits package. The successful candidate will have at least 6 years of PQE, proven private client experience, strong client

Qualifications

• A minimum of 6 years PQE in a professional legal environment.
• Proven track record of advising high net worth clients in all areas of private client advisory law.
• High attention to detail to produce work/ documentation which is consistently of a high standard.
• To have a flexible approach to work to ensure client deadlines are always met and clients are communicated with on a consistent and regular basis.
• Previous experience in business development and establishing a presence in new markets.
• Exceptional interpersonal and communication skills, with the ability to build and maintain client relationships.
• To be competent in using Microsoft Word, Excel, time recording software, case management, Outlook and digital dictation

Responsibilities

• Build and maintain strong relationship with high-net-worth clients.
• Provide tailored legal advice on succession planning, tax advice, wills and estate administration.
• Draft and review complex legal documents including wills, trusts and powers of attorney.
• Advise clients on mitigating tax liabilities and structuring their estates effectively.
• Help lead and mentor a team of junior lawyers fostering a collaborative and supportive work environment.
• Contribute to the development and execution of the firm’s strategic plan, particularly within the Private Client Advisory Team.
• Participate in networking events, conferences and other business development activities to promote the firm’s services.
• Develop and implement marketing initiatives to attract new clients and retain existing ones.

Skills

Client relations

High net worth advisory

Interpersonal skills

Communication skills

Business development

Attention to detail

Flexibility

Tools

Microsoft Word

Microsoft Excel

Time recording software

Case management

Outlook

Digital dictation

Job description

Birketts is seeking a Senior Associate in Private Client Advisory to advise high‑net‑worth clients on succession planning, trusts, wills and estate administration. You will lead complex matters, draft intricate documents and mentor junior lawyers in a collaborative team.

The role blends office and home work, with a 60% office / 40% home split, and offers a broad benefits package. The successful candidate will have at least 6 years of PQE, proven private client experience, strong client