Private Wealth Associate

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 - (phone number removed)