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The role

The firm is seeking an Associate/Senior Associate with at least 6 years of PQE in private client work to join their growing team in Exeter. This role involves advising individuals, companies, and trusts on a wide range of private client matters, including estate planning, wills, trusts, probate, and tax planning.

What you'll do

Advise clients in estate and asset protection planning
Draft wills including tax efficient wills and those incorporating trusts
Create onshore trusts including drafting and advising
Undertake probate planning and estate administration
Handle powers of attorney
Manage Court of Protection matters
Supervise, train and develop junior legal staff
Participate in marketing initiatives
Manage files efficiently and ensure compliance with Lexcel procedures
Participate in firm-wide and departmental training sessions

What we're looking for

Previous experience of estate and asset protection planning, drafting wills, onshore trusts, probate planning and estate administration, powers of attorney, and Court of Protection matters

Proven ability to take on responsibility and manage files

Qualified solicitor (or equivalent) with at least 6 years PQE in private client work

Excellent technical skills and innovative approach to their application

Client management experience to include a good understanding of the financial disciplines required to be a successful fee earner

Strong client focus and a commitment to service delivery

Ability to prioritise work effectively and meet deadlines

Good communication skills both oral and written

Commercial awareness and excellent financial management

Solid academic record

STEP member or working towards a STEP qualification is strongly desired· nice to have

Drive and enthusiasm· nice to have

An interest in marketing· nice to have

Flexibility and commitment· nice to have

A strong team player with an ability to work collaboratively with colleagues at all levels· nice to have

Credibility· nice to have

A positive and proactive attitude· nice to have

Associate/Senior Associate - Private Wealth

The role

What you'll do

What we're looking for

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