Private Wealth Associate
other jobs Simpson Judge Ltd
Added before 1 Days
- England,South West,Devon,Exeter
- Full Time, Permanent
- £85,000 - £95,000 per annum, inc benefits, negotiable
Job Description:
Private Client Associate
Location: Exeter - hybrid
Salary: £85-95,000+ DOE
OVERVIEW
A leading national top-tier firm with a well-established Private Wealth practice is seeking a Private Client Associate to join its team. The department is Tier 2 ranked for Private Wealth work and is recognised for advising HNW and UHNW clients on complex estates, trusts, tax and succession planning matters. This role offers high-value, technically challenging work within a modern, flexible and well-supported environment.
RESPONSIBILITIES
- Manage a high-quality caseload of complex private client matters for HNW and UHNW clients.
- Advise on estate planning, succession issues, trusts, inheritance tax planning, wills, and asset protection.
- Work on multi-jurisdictional matters including cross-border estates, offshore structures, and international tax considerations.
- Support senior colleagues on major files and handle your own matters autonomously.
- Build strong, long-term relationships with high-value clients, intermediaries, wealth managers, and family offices.
- Contribute to business development, thought leadership, and the ongoing growth of the Private Wealth offering in the South West.
ABOUT YOU
- Qualified Solicitor 4PQE or above in private client work.
- Experience dealing with high-net-worth clients and complex estate, trust, and tax matters.
- Strong technical abilities with a commercial mindset.
- Work collaboratively within a national and international team.
- STEP membership (or working towards) is highly advantageous.
WHAT’S ON OFFER
- Competitive, above market rate salary
- Performance-related bonus, and annual bonus
- Flexible hybrid working and high-quality office environment
- Clear progression and development opportunities within a growing team
- Generous benefits package including pension, life assurance, private healthcare, and enhanced family policies
- Access to international workstreams and cross-department collaboration
Apply or contact Samanta for a confidential conversation;
Phone -
Location: Exeter - hybrid
Salary: £85-95,000+ DOE
OVERVIEW
A leading national top-tier firm with a well-established Private Wealth practice is seeking a Private Client Associate to join its team. The department is Tier 2 ranked for Private Wealth work and is recognised for advising HNW and UHNW clients on complex estates, trusts, tax and succession planning matters. This role offers high-value, technically challenging work within a modern, flexible and well-supported environment.
RESPONSIBILITIES
- Manage a high-quality caseload of complex private client matters for HNW and UHNW clients.
- Advise on estate planning, succession issues, trusts, inheritance tax planning, wills, and asset protection.
- Work on multi-jurisdictional matters including cross-border estates, offshore structures, and international tax considerations.
- Support senior colleagues on major files and handle your own matters autonomously.
- Build strong, long-term relationships with high-value clients, intermediaries, wealth managers, and family offices.
- Contribute to business development, thought leadership, and the ongoing growth of the Private Wealth offering in the South West.
ABOUT YOU
- Qualified Solicitor 4PQE or above in private client work.
- Experience dealing with high-net-worth clients and complex estate, trust, and tax matters.
- Strong technical abilities with a commercial mindset.
- Work collaboratively within a national and international team.
- STEP membership (or working towards) is highly advantageous.
WHAT’S ON OFFER
- Competitive, above market rate salary
- Performance-related bonus, and annual bonus
- Flexible hybrid working and high-quality office environment
- Clear progression and development opportunities within a growing team
- Generous benefits package including pension, life assurance, private healthcare, and enhanced family policies
- Access to international workstreams and cross-department collaboration
Apply or contact Samanta for a confidential conversation;
Phone -
Job number 3321857
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Company Details:
Simpson Judge Ltd
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