As a Private Client Associate in the Bristol Private Capital team, you will handle a sophisticated private client caseload for high net worth individuals and business owners, focusing on complex succession planning and wealth protection. You will work with experienced colleagues in an inclusive culture that values autonomy and professional growth. The role offers exposure to high-calibre estate planning, trusts, and tax advice, with opportunities to shape your own profile through business development. This is a chance to contribute to a firm investing in private client services and to advance in a Top 100 practice.
Pay / Benefits
Excellent benefits
Responsibilities
Estate planning advice and related wills and trust documents for high net worth and international clients
Wills and Lasting Powers of Attorney
Inheritance tax and capital gains tax advisory within estate planning
Pre-exit planning for business owners
Creation, management and winding up of trusts, with dedicated Trust Management team
Deeds of variation, including discretionary trusts and loans
Collaboration with clients' financial planners across a broad range of financial products
Key requirements
Private Client Solicitor with 2+ PQE
Experience in complex succession planning and wealth protection for diverse assets
Meticulous, commercially focused and outcome oriented
Track record in business development and outstanding client care
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