Associate/Sr Associate/Partner-Lifetime Planning-Exeter-4 PQE+

Overview

In this role you support a national Private Client team in delivering sophisticated lifetime planning and estate advisory services to high‑net‑worth clients. You will handle will and trust drafting, tax considerations, and LPAs while collaborating with financial planners and senior specialists. The role offers exposure to high profile matters, strong career development, and opportunities to network and contribute to business growth. You will work within a supportive, client‑facing environment that values technical excellence and long‑term relationships.

Pay / Benefits

• comprehensive benefits package
• flexible working options
• wellbeing focus
• support for STEP/CTA qualifications
• career growth opportunities

Responsibilities

• Draft wills and trust documents for high‑net‑worth clients and UHNW individuals
• Advise on inheritance tax and capital gains tax issues
• Assist business owners with pre‑exit planning opportunities
• Create, manage and wind up trusts, including discretionary arrangements
• Collaborate with financial planners on a range of financial products
• Prepare and advise on deeds of variation and loan structures
• Handle lasting powers of attorney and related documents
• Participate in networking, BD events, webinars and speaking opportunities
• Deliver exceptional client service and nurture long‑term relationships with clients and colleagues

Key requirements

• 4+ years’ PQE in Private Client with strong wills and lifetime planning experience
• Passionate about private client work with client interaction
• Excellent attention to detail and a solutions‑oriented approach
• Confident managing complex matters and seeking guidance when needed
• Collaborative, supportive team player
• Commitment to ongoing learning (STEP/CTA support available)
• Comfortable with networking and business development
• Ability to work independently with appropriate supervision

• client interaction
• attention to detail
• solutions‑oriented
• estate planning
• wills drafting
• trusts (creation, management, winding up)

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