Overview
As an Associate/Senior Associate in Private Wealth, you help high-net-worth individuals, families, and trustees with sophisticated private client matters. You will join a collaborative team that values client service, compliance, and development. You’ll work on estate planning, wills, trusts, probate, and cross-border matters while mentoring junior staff and supporting business development. The role offers hybrid work, a clear career path, and a culture focused on growth and inclusion.
Pay / Benefits
- Structured career progression and training
- Comprehensive pension and health schemes
- Generous holiday allowance
- Support for marketing and networking initiatives
- Inclusive and diverse working environment
Responsibilities
- Advising on estate and asset protection planning
- Drafting tax-efficient wills and trusts
- Creating and advising on onshore trusts
- Managing probate and estate administration
- Advising on Powers of Attorney and Court of Protection matters
- Supporting residence and domicile planning for international clients
- Supervising and mentoring junior legal staff
- Participating in marketing and business development initiatives
- Ensuring compliance with Lexcel procedures and firm-wide training
Key requirements
- At least 6 years PQE in private client work
- STEP membership or working towards qualification (strongly preferred)
- Excellent technical skills and a proactive, client-focused approach
- Strong communication and file management abilities
- Commercial awareness and financial discipline as a fee earner
- A collaborative mindset and interest in mentoring
- Solid academic background and commitment to service excellence
- collaborative mindset
- strong communication
- client-focused approach
- estate planning
- wills and trusts
- probate
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