Private Client Senior Associate - Legal Director in Swansea

Senior Associate / Legal Director - Private Client (Lifetime Planning) West Wales £50,000-£60,000 DOE

An excellent opportunity has arisen for an experienced Private Client Solicitor to join a highly regarded Lifetime Planning team in West Wales.

This is a fantastic opportunity for a Senior Associate or Legal Director looking for their next career move, offering the chance to take a leading role within a specialist team, manage complex and high-value matters, and play an important part in the continued growth and development of the department.

The successful candidate will join a well-established Private Client team, advising a diverse portfolio of high-net-worth individuals, families and business owners on bespoke succession, inheritance and lifetime planning matters.

You will handle a sophisticated caseload with a particular focus on trusts, estate planning, estate administration and tax planning, providing tailored advice to clients looking to protect and preserve their wealth for future generations.

The role will include:

• Advising on complex lifetime estate planning matters, including wills, lasting powers of attorney and trusts
• Managing high-value and complex estate administrations
• Advising clients on succession planning and intergenerational wealth management
• Handling matters involving agricultural property relief (APR) and business property relief (BPR)
• Developing and maintaining strong relationships with high-net-worth clients
• Working collaboratively with colleagues across Property and Corporate teams on multidisciplinary matters
• Providing support, guidance and mentorship to junior lawyers and advisors within the team
• Contributing to the continued development and success of the Lifetime Planning offering

This opportunity would suit an experienced Private Client Solicitor who enjoys working on technically complex matters, building trusted client relationships and supporting the development of others. STEP qualification would be desirable, although strong technical experience within trusts, estates and succession planning will be highly valued.

The firm is known for its supportive and collaborative culture, providing lawyers with the opportunity to take ownership, develop their careers and make a genuine impact within the business.

Benefits include:

• Salary of £50,000-£60,000 DOE
• Flexible working options
• Genuine career progression opportunities
• Supportive and collaborative working environment
• Opportunity to lead on complex, high-value matters
• Mentoring and development responsibilities
• Private medical cover
• Life assurance
• Matched pension contribution
• Health and wellbeing benefits
• Enhanced family-friendly policies
• Additional leave benefits

This is an exciting opportunity for a Senior Associate or Legal Director to join a respected regional firm, take responsibility for high-quality Private Client work and continue progressing within a forward-thinking Lifetime Planning team.

We run inclusive recruitment processes and encourage applicants from all backgrounds to apply. If you require reasonable adjustments at any stage, please let us know.

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