Private Client Associate

Private Client Associate or Lawyer (3-5 years PQE or CILEX) | L500 Firm | Central Bristol

The Firm:

This highly regarded regional firm has an exceptional reputation within the South West and is committed to providing top-quality services for both individuals and businesses. With a strong presence in the local community, they are known for their expert private client and property departments, which have earned excellent rankings and recognition in the industry.

The firm places a strong emphasis on client care and service excellence, while also valuing flexibility to help maintain a healthy work-life balance. They understand that their success depends on the wellbeing and job satisfaction of their staff, fostering an environment where people enjoy coming to work. This commitment is evident in their impressive retention rates, with 60% of their employees having been with the firm for five years or more. There are great career progression opportunities for those who aspire to grow within the firm.

The Role:

This is a fantastic opportunity for a Private Client Associate or Lawyer with 3-5 years PQE or CILEX qualifications to join a friendly and supportive practice that provides high-quality work, flexibility, and clear career progression.

You will have the opportunity to handle a varied caseload, providing expert advice across a wide range of private client matters, including estate administration, trusts (creation and administration), wills, tax planning, LPAs, and later-life client work. The diverse range of clients and the complexity of the work will offer you invaluable experience and the chance to develop deep expertise in private client law.

You will be involved in managing and conducting client matters, providing technical support, and ensuring compliance with relevant regulations. The role also includes taking clear instructions, offering tailored advice, and managing support staff, including Secretaries and Paralegals. You'll be encouraged to participate in business development and marketing activities, as well as taking responsibility for financial controls, including time-recording, billing, and managing cash flow.

In addition to day-to-day legal work, you will have the chance to help maintain a positive, supportive culture within the firm by sharing knowledge and ideas, mentoring junior colleagues, and ensuring high standards of client care.

The Ideal Candidate:

• 3-5 years PQE as a Private Client Associate or CILEX qualification
• Experienced in handling a diverse range of private client matters, including wills, trusts, tax planning, estate administration, and LPAs
• Strong interpersonal skills, with the ability to communicate effectively and empathetically with clients and colleagues
• Experience in managing or supervising support staff would be an advantage
• Knowledgeable in applicable taxes, including IHT, CGT, and Income Tax, with an interest in developing expertise further (STEP qualification is desirable)
• Proactive in business development and client relationship management

What's on Offer:

• Competitive salary and benefits package, based on experience
• Flexible working arrangements to promote work-life balance
• A supportive, friendly work culture with opportunities for career progression
• A forward-thinking firm that supports your professional development and wellbeing

This is an excellent opportunity for an ambitious Private Client Associate or Lawyer to join a thriving and supportive practice in central Bristol. If you're ready to take the next step in your career, apply now for immediate consideration or contact us for a confidential conversation.