Senior Private Wealth Associate - Cross-Border Tax

Trowers; Exeter; On-site; GBP 70,000 - 110,000; Full time

Benefits offered by this job

Annual bonus scheme

GPP Pension Scheme with Aviva

Private Medical Insurance

Job summary

Trowers & Hamlins in Exeter is seeking an Associate or Senior Associate to join the Private Wealth team. You will work with leading private wealth partners on complex matters for wealthy individuals, families, trustees and family offices, in the UK and internationally.

The role offers exposure to cross-border structuring, succession planning and tax-efficient wealth preservation, with opportunities for progression and a supportive culture.

Qualifications

• 5 years + PQE in private wealth/private client work.
• Experience advising on tax, trusts and succession planning (desirable).
• Comfortable managing client relationships with autonomy.
• Interested in complex, cross-border work.
• STEP qualification or working towards (desirable).

Responsibilities

• Advise high-net-worth individuals, families and trustees.
• Work on estate, succession and asset protection planning.
• Deliver tax-efficient wealth structuring for UK and international clients.
• Advise on residence, domicile and cross-border planning matters.
• Draft wills and sophisticated tax and trust structures.
• Build trusted client relationships and contribute to business development.
• Supervision, training and development of junior legal staff.

Skills

Private wealth experience

Client relationship management

Cross-border experience

Commercial mindset

Team player

Education

STEP qualification (desirable)

Job description

Trowers & Hamlins in Exeter is seeking an Associate or Senior Associate to join the Private Wealth team. You will work with leading private wealth partners on complex matters for wealthy individuals, families, trustees and family offices, in the UK and internationally.

The role offers exposure to cross-border structuring, succession planning and tax-efficient wealth preservation, with opportunities for progression and a supportive culture.