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Private client associate

Derby
Simpson Judge
Posted: 18 May
Offer description

Location: Nottingham or Peterborough

Salary: Up to £65,000


An excellent opportunity has arisen for an experienced Private Client Solicitor or Associate to join a highly regarded and growing Private Client department. This role offers the chance to work within a specialist team handling high-quality work for high-net-worth and ultra-high-net-worth/ celebrity individuals through a long-standing banking relationship.


This is not a traditional Private Client role and would suit someone who enjoys technically strong work, fast-paced turnaround times, and working with affluent clients on complex estate and succession matters. The successful candidate will work closely with a major banking client, advising on a range of Private Client matters including inheritance tax planning, estate planning, Wills, LPAs, estate administration, and trusts.


The role can be based from either the Nottingham or Peterborough office, with some travel and occasional out-of-hours work required for meetings, networking, and training purposes.


The Role

Responsibilities will include:


* Managing a varied caseload of Private Client matters including:
* Inheritance Tax and estate planning
* Wills and Lasting Powers of Attorney
* Estate administration
* Lifetime and discretionary trusts
* Complex and high-value estates
* Working closely with a banking referral stream involving affluent and ultra-high-net-worth individuals.
* Advising clients both remotely and face-to-face where required.
* Delivering work within tight turnaround times while maintaining exceptional attention to detail and accuracy.
* Building and maintaining strong relationships with clients and referrers.
* Working collaboratively with colleagues across the wider department.
* Supporting business development initiatives and contributing to the continued growth of the team.
* Ensuring compliance with quality standards, internal procedures, and regulatory requirements.
* Managing files efficiently and commercially while working towards individual targets.


About You

The ideal candidate will have:


* A relevant legal qualification.
* Ideally 3+ years PQE within Private Client.
* Strong technical knowledge across Private Client matters.
* Experience handling complex estates, inheritance tax planning, trusts, and estate administration work.
* Experience working with high-net-worth clients would be advantageous, although candidates from strong traditional Private Client backgrounds are also encouraged to apply.
* Excellent communication and client care skills.
* The ability to work accurately and efficiently under pressure and to tight deadlines.
* A proactive and commercially aware approach.
* Strong organisational skills and attention to detail.
* Experience using case management systems and Microsoft Office applications.
* A collaborative and professional approach with a genuine interest in career progression and development.


Benefits

The firm offers a supportive and progressive working environment alongside excellent quality work and genuine long-term development opportunities. Benefits include:


* Enhanced annual leave plus bank holidays.
* Additional leave over the Christmas and New Year period.
* Birthday leave.
* Private healthcare options.
* Healthcare cashback plan.
* Enhanced pension contribution.
* Option to purchase additional annual leave.
* Group life assurance.
* Ongoing training and career development opportunities.


Apply

Please submit an up-to-date CV demonstrating your relevant skills and experience for the role or contact Steph at Simpson Judge

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