Senior Associate – Private Client

Job Description

Senior Associate Private Wealth

Salary: Bonus

Location: Richmond (Hybrid)

HNW Client Work & Clear Progression Path

Are you a Private Client Solicitor ready to step into a Senior Associate role within a highly regarded Legal 500 and Chambers-ranked Private Wealth team This is an opportunity to work closely with high-net-worth individuals on complex meaningful matters while developing your leadership client relationship and business development skills in a supportive specialist environment.

Our client is recognised for delivering exceptional private client advice to HNW individuals and families with a strong reputation for quality empathy and long-term client relationships.

The Role: High-Quality Private Wealth Advisory Work

As a Senior Associate you will manage a varied and sophisticated caseload working with high-net-worth clients across the full spectrum of private client services.

Key responsibilities include:

• Advising HNW clients on Wills trusts estates and succession planning
• Preparing and advising on Lasting Powers of Attorney
• Handling estate administration including complex and taxable estates
• Advising on Inheritance Tax (IHT) and Capital Gains Tax (CGT) planning
• Supporting the creation administration and winding up of trusts
• Managing your own client relationships as a trusted advisor
• Supervising and mentoring junior lawyers and trainees
• Supporting marketing and business development initiatives

Team & Environment

You will join a highly respected Private Wealth team based in Richmond known for its technical excellence and client-first approach.

The team advises clients with assets typically ranging from 5m20m offering:

• A collaborative supportive working culture
• Strong emphasis on client care and long-term relationships
• Exposure to complex high-value private client matters
• A reputation for being empathetic practical and solutions-focused

What Were Looking For

Essential:

• Qualified Solicitor or Legal Executive (England & Wales)
• Minimum 7 years experience in Private Client / Private Wealth work
• Strong technical knowledge of:
  • Wills and estate planning
  • Trusts and estate administration
  • IHT and CGT planning
  • Lasting Powers of Attorney
• Experience managing your own complex caseload independently
• Excellent client communication and relationship-building skills

Desirable:

• Experience with HNW/UHNW clients
• Interest in business development and networking activities
• Previous supervisory or mentoring experience

Personal attributes:

• Empathetic and professional approach particularly with sensitive matters
• Strong attention to detail and technical accuracy
• Collaborative team-focused mindset
• Proactive and commercially aware

Career Progression

• Clear pathway to Legal Director and Partner-level progression
• Opportunity to develop expertise in high-value private wealth planning
• Active involvement in business development and client strategy
• Structured support for leadership and mentoring development

Salary & Benefits

• base salary (dependent on experience)
• Performance-related bonus
• Hybrid working (flexible office/home arrangement)
• Private healthcare
• Enhanced pension contributions
• Generous annual leave entitlement
• Supportive training and development programme
• Strong emphasis on work-life balance and wellbeing

Location & Working Arrangements

• Richmond-based role
• Hybrid working model with flexible office presence
• Full-time position with openness to alternative working arrangements

Next Steps

To discuss this opportunity in confidence please contact:

David Hawthorne-Finch
Email:

Alternatively apply now for further details and a confidential discussion.

All applications will be treated in the strictest confidence. We will always obtain your express permission before sharing your details with our client.