Step Into a Leadership Role in Private Client Advisory Empower entrepreneurs, guide high-net-worth individuals Your new company This is your opportunity to join a forward-thinking accountancy and advisory firm that partners with the UK's most dynamic and fast-growing businesses. With a strong reputation for supporting entrepreneurial ventures and private clients, the firm offers a collaborative culture, global reach, and a commitment to helping clients-and colleagues-thrive in a changing world. Your new role As an Associate Director or Director within the Private Client Services team, you'll take the lead in managing a portfolio of high-net-worth individuals, families, and their associated structures. You'll provide strategic tax advice, oversee compliance, and build long-term relationships that position you as a trusted advisor. Your role will also involve mentoring junior team members, identifying new business opportunities, and contributing to the continued growth of the practice. Key responsibilities include: Managing complex client portfolios and delivering tailored tax solutions Advising on succession planning, restructuring, and wealth preservation Overseeing billing, WIP, and client onboarding processes Building strong relationships with clients and intermediaries Leading projects and supporting the development of junior colleagues Ensuring compliance with quality and risk management standards What you'll need to succeed We're looking for someone who brings both technical expertise and a people-first mindset. You'll need: CTA and/or ACA qualification (or equivalent) Strong experience advising high-net-worth individuals and their families A deep understanding of UK tax legislation and wealth structures Proven ability to manage client relationships and spot growth opportunities Confidence in networking and representing the firm in the market Leadership skills with a passion for mentoring and developing others What you'll get in return This role offers more than just a title-it's a platform for long-term growth. You'll benefit from: Flexible, agile working arrangements Direct access to senior leadership and a clear career path A supportive, inclusive culture that values individuality Modern collaboration spaces and continuous learning opportunities Recognition for your contributions and the freedom to shape your future What you need to do now If you're ready to lead, inspire, and make a lasting impact in private client advisory, we'd love to hear from you. Apply today and join a team where your expertise will be valued, your ideas welcomed, and your career ambitions supported.
May 23, 2026
Full time
Step Into a Leadership Role in Private Client Advisory Empower entrepreneurs, guide high-net-worth individuals Your new company This is your opportunity to join a forward-thinking accountancy and advisory firm that partners with the UK's most dynamic and fast-growing businesses. With a strong reputation for supporting entrepreneurial ventures and private clients, the firm offers a collaborative culture, global reach, and a commitment to helping clients-and colleagues-thrive in a changing world. Your new role As an Associate Director or Director within the Private Client Services team, you'll take the lead in managing a portfolio of high-net-worth individuals, families, and their associated structures. You'll provide strategic tax advice, oversee compliance, and build long-term relationships that position you as a trusted advisor. Your role will also involve mentoring junior team members, identifying new business opportunities, and contributing to the continued growth of the practice. Key responsibilities include: Managing complex client portfolios and delivering tailored tax solutions Advising on succession planning, restructuring, and wealth preservation Overseeing billing, WIP, and client onboarding processes Building strong relationships with clients and intermediaries Leading projects and supporting the development of junior colleagues Ensuring compliance with quality and risk management standards What you'll need to succeed We're looking for someone who brings both technical expertise and a people-first mindset. You'll need: CTA and/or ACA qualification (or equivalent) Strong experience advising high-net-worth individuals and their families A deep understanding of UK tax legislation and wealth structures Proven ability to manage client relationships and spot growth opportunities Confidence in networking and representing the firm in the market Leadership skills with a passion for mentoring and developing others What you'll get in return This role offers more than just a title-it's a platform for long-term growth. You'll benefit from: Flexible, agile working arrangements Direct access to senior leadership and a clear career path A supportive, inclusive culture that values individuality Modern collaboration spaces and continuous learning opportunities Recognition for your contributions and the freedom to shape your future What you need to do now If you're ready to lead, inspire, and make a lasting impact in private client advisory, we'd love to hear from you. Apply today and join a team where your expertise will be valued, your ideas welcomed, and your career ambitions supported.
Private Client Senior Associate - Tier 3 Location: Central London - hybrid Salary: 95,000 Experience: 6 PQE+ OVERVIEW Join a Tier 3 Legal 500 firm in London. The team advises UK and international high-net-worth and ultra-high-net-worth individuals, families, entrepreneurs and business owners on complex private wealth matters including succession planning, trusts, estate administration and tax planning. RESPONSIBILITIES -Managing a varied Private Wealth caseload including wills, trusts, estate administration, succession and tax planning matters -Advising UK and international high-net-worth families on complex private wealth structures and cross-border matters -Drafting wills, letters of wishes, powers of attorney, trusts, deeds of appointment and related documentation -Handling trust formation and administration matters -Advising on taxation relevant to trusts, estates and estate planning -Managing client relationships and acting as a key point of contact on matters -Supervising, mentoring and delegating work to junior members of the team -Working collaboratively with colleagues across departments and with external advisers including foreign lawyers and professional advisers -Supporting business development initiatives and generating new business opportunities ABOUT YOU -Qualified Solicitor 6PQE+ in Private Wealth -Strong technical knowledge of trusts, estates, wills, probate and succession planning -Experience advising high-net-worth and ultra-high-net-worth individuals and families -Strong understanding of UK taxation relevant to trusts and estates -Experience working with international clients and cross-border matters advantageous -STEP qualified preferred BENEFITS -Hybrid flexibility -Clear structured career progression pathway -Direct client access and responsibility -Marketing and business development opportunities -Commission for new business generation -Strong team culture and supportive environment If this sounds like the right opportunity for you, apply today or contact me using the details below for a confidential conversation: E: removed) P: (phone number removed)
May 21, 2026
Full time
Private Client Senior Associate - Tier 3 Location: Central London - hybrid Salary: 95,000 Experience: 6 PQE+ OVERVIEW Join a Tier 3 Legal 500 firm in London. The team advises UK and international high-net-worth and ultra-high-net-worth individuals, families, entrepreneurs and business owners on complex private wealth matters including succession planning, trusts, estate administration and tax planning. RESPONSIBILITIES -Managing a varied Private Wealth caseload including wills, trusts, estate administration, succession and tax planning matters -Advising UK and international high-net-worth families on complex private wealth structures and cross-border matters -Drafting wills, letters of wishes, powers of attorney, trusts, deeds of appointment and related documentation -Handling trust formation and administration matters -Advising on taxation relevant to trusts, estates and estate planning -Managing client relationships and acting as a key point of contact on matters -Supervising, mentoring and delegating work to junior members of the team -Working collaboratively with colleagues across departments and with external advisers including foreign lawyers and professional advisers -Supporting business development initiatives and generating new business opportunities ABOUT YOU -Qualified Solicitor 6PQE+ in Private Wealth -Strong technical knowledge of trusts, estates, wills, probate and succession planning -Experience advising high-net-worth and ultra-high-net-worth individuals and families -Strong understanding of UK taxation relevant to trusts and estates -Experience working with international clients and cross-border matters advantageous -STEP qualified preferred BENEFITS -Hybrid flexibility -Clear structured career progression pathway -Direct client access and responsibility -Marketing and business development opportunities -Commission for new business generation -Strong team culture and supportive environment If this sounds like the right opportunity for you, apply today or contact me using the details below for a confidential conversation: E: removed) P: (phone number removed)
Private Client Solicitor Location: Birmingham Salary: 30,000 - 45,000 (dependent on experience) Job Type: Full-time, Permanent Bell Cornwall Recruitment are delighted to be working with a well-established, niche private client firm of solicitors based in Birmingham. This is an excellent opportunity for an experienced Private Client Solicitor to join a supportive and highly regarded team, handling high-quality work within a specialist environment. The Role The successful candidate will manage a full and varied caseload of private client matters, providing expert legal advice with a strong focus on client care and attention to detail. Key Responsibilities Managing a full caseload of private client files from instruction through to completion, including: Wills Trusts and estate planning Lasting Powers of Attorney (LPAs) Probate and estate administration Drafting legal documents including Wills, LPAs, trusts, and associated documentation Advising clients on inheritance tax, estate planning, and wealth protection Handling probate applications and the administration of estates Liaising with clients, beneficiaries, HMRC, and third parties Preparing estate accounts and dealing with asset distribution Ensuring files are progressed efficiently and in line with regulatory requirements Maintaining high standards of client care, particularly when dealing with sensitive matters Managing billing, time recording, and contributing to departmental targets Supporting business development and maintaining strong client relationships About You Previous experience handling a private client caseload (Wills, Probate, Trusts, LPAs) Qualified Solicitor, Legal Executive, or experienced Fee Earner/Paralegal Ability to manage files independently with minimal supervision Strong technical knowledge of private client law Excellent communication and client care skills Highly organised with the ability to prioritise workload effectively The Firm This niche private client firm prides itself on delivering a personal, high-quality service to its clients. You will be joining a collaborative and professional environment with genuine opportunities for progression and development. Benefits Competitive salary based on experience ( 30,000 - 45,000) Supportive working environment Opportunities for career progression Ongoing professional development INDHP If you are an experienced Private Client Solicitor looking to take the next step in your career within a specialist firm, we would love to hear from you. Interested? Please click the 'APPLY' button now! BCR aim to get back to all successful applicants within 24 hours however if you have not received a response within this period then it may be that your application has been unsuccessful. BELL CORNWALL RECRUITMENT We want to make finding a job that you will love as effortless as possible and can offer evening appointments to fit around your working life. Love Work Be Happy Follow BCR on to view all of the latest jobs. (For the purposes of recruiting for this vacancy Bell Cornwall Recruitment is acting as a recruitment agency. Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups) PA/Executive Assistants, Secretarial, Reception, Administration, Marketing, IT, HR, Law, Finance, Customer Services, Sales
May 20, 2026
Full time
Private Client Solicitor Location: Birmingham Salary: 30,000 - 45,000 (dependent on experience) Job Type: Full-time, Permanent Bell Cornwall Recruitment are delighted to be working with a well-established, niche private client firm of solicitors based in Birmingham. This is an excellent opportunity for an experienced Private Client Solicitor to join a supportive and highly regarded team, handling high-quality work within a specialist environment. The Role The successful candidate will manage a full and varied caseload of private client matters, providing expert legal advice with a strong focus on client care and attention to detail. Key Responsibilities Managing a full caseload of private client files from instruction through to completion, including: Wills Trusts and estate planning Lasting Powers of Attorney (LPAs) Probate and estate administration Drafting legal documents including Wills, LPAs, trusts, and associated documentation Advising clients on inheritance tax, estate planning, and wealth protection Handling probate applications and the administration of estates Liaising with clients, beneficiaries, HMRC, and third parties Preparing estate accounts and dealing with asset distribution Ensuring files are progressed efficiently and in line with regulatory requirements Maintaining high standards of client care, particularly when dealing with sensitive matters Managing billing, time recording, and contributing to departmental targets Supporting business development and maintaining strong client relationships About You Previous experience handling a private client caseload (Wills, Probate, Trusts, LPAs) Qualified Solicitor, Legal Executive, or experienced Fee Earner/Paralegal Ability to manage files independently with minimal supervision Strong technical knowledge of private client law Excellent communication and client care skills Highly organised with the ability to prioritise workload effectively The Firm This niche private client firm prides itself on delivering a personal, high-quality service to its clients. You will be joining a collaborative and professional environment with genuine opportunities for progression and development. Benefits Competitive salary based on experience ( 30,000 - 45,000) Supportive working environment Opportunities for career progression Ongoing professional development INDHP If you are an experienced Private Client Solicitor looking to take the next step in your career within a specialist firm, we would love to hear from you. Interested? Please click the 'APPLY' button now! BCR aim to get back to all successful applicants within 24 hours however if you have not received a response within this period then it may be that your application has been unsuccessful. BELL CORNWALL RECRUITMENT We want to make finding a job that you will love as effortless as possible and can offer evening appointments to fit around your working life. Love Work Be Happy Follow BCR on to view all of the latest jobs. (For the purposes of recruiting for this vacancy Bell Cornwall Recruitment is acting as a recruitment agency. Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups) PA/Executive Assistants, Secretarial, Reception, Administration, Marketing, IT, HR, Law, Finance, Customer Services, Sales
Title : Chief Financial Officer (Family Office) Location : West London (hybrid) Salary : £100,000 - £150,000 + bonus & benefits Language Requirement: Fluent Hindi, Tamil or Telugu Speaker We are working with a multinational investment group to appoint a CFO for its Family Office division, based in West London. The group has a diversified international portfolio spanning private equity, real estate, operating businesses, and strategic investments across multiple jurisdictions. The Chief Financial Officer will work closely with the principals and senior leadership team, taking responsibility for the financial strategy, reporting, tax oversight, and operational management of the Family Office and associated investment structures. This is a broad and commercially focused role offering significant exposure across international investments, asset management, and strategic decision-making. Key Responsibilities: Lead the financial management and strategic direction of the Family Office and associated entities Oversee monthly management accounts, consolidated reporting, budgeting, forecasting, and financial planning across multiple jurisdictions Manage group cash flow, treasury activities, liquidity planning, and banking relationships Oversee tax planning and compliance across UK and international structures, working closely with external tax advisers and auditors Coordinate corporate, partnership, and personal tax matters relating to investment vehicles, holding companies, and principals Ensure efficient structuring of investments from a tax and regulatory perspective Monitor changes in international tax legislation and assess the impact on the group's structures and investments Support investment analysis, acquisitions, disposals, and ongoing portfolio performance reporting across mining, manufacturing, and real estate assets Partner with the principals on strategic investment decisions, financial modelling, and long-term wealth planning Maintain strong internal controls, governance procedures, and risk management frameworks Manage relationships with banks, legal advisers, auditors, tax advisers, and other key external stakeholders Drive operational improvements, systems development, and process efficiencies across the finance function Experience and Skills: Proven experience as a CFO, Finance Director, or senior finance leader within a family office, investment group, private equity environment, or diversified international business Strong understanding of multinational investment structures and asset management, ideally with exposure to mining, manufacturing, or real estate sectors Experience overseeing complex tax structures, international tax planning, and multi-jurisdictional compliance Strong knowledge of UK financial reporting, corporate governance, and taxation requirements Commercially minded with the ability to provide strategic financial insight to principals and senior stakeholders Excellent leadership, communication, and stakeholder management skills ACA, ACCA, or CIMA qualified preferred Highly organised, discreet, and comfortable operating within a dynamic entrepreneurial environment
May 19, 2026
Full time
Title : Chief Financial Officer (Family Office) Location : West London (hybrid) Salary : £100,000 - £150,000 + bonus & benefits Language Requirement: Fluent Hindi, Tamil or Telugu Speaker We are working with a multinational investment group to appoint a CFO for its Family Office division, based in West London. The group has a diversified international portfolio spanning private equity, real estate, operating businesses, and strategic investments across multiple jurisdictions. The Chief Financial Officer will work closely with the principals and senior leadership team, taking responsibility for the financial strategy, reporting, tax oversight, and operational management of the Family Office and associated investment structures. This is a broad and commercially focused role offering significant exposure across international investments, asset management, and strategic decision-making. Key Responsibilities: Lead the financial management and strategic direction of the Family Office and associated entities Oversee monthly management accounts, consolidated reporting, budgeting, forecasting, and financial planning across multiple jurisdictions Manage group cash flow, treasury activities, liquidity planning, and banking relationships Oversee tax planning and compliance across UK and international structures, working closely with external tax advisers and auditors Coordinate corporate, partnership, and personal tax matters relating to investment vehicles, holding companies, and principals Ensure efficient structuring of investments from a tax and regulatory perspective Monitor changes in international tax legislation and assess the impact on the group's structures and investments Support investment analysis, acquisitions, disposals, and ongoing portfolio performance reporting across mining, manufacturing, and real estate assets Partner with the principals on strategic investment decisions, financial modelling, and long-term wealth planning Maintain strong internal controls, governance procedures, and risk management frameworks Manage relationships with banks, legal advisers, auditors, tax advisers, and other key external stakeholders Drive operational improvements, systems development, and process efficiencies across the finance function Experience and Skills: Proven experience as a CFO, Finance Director, or senior finance leader within a family office, investment group, private equity environment, or diversified international business Strong understanding of multinational investment structures and asset management, ideally with exposure to mining, manufacturing, or real estate sectors Experience overseeing complex tax structures, international tax planning, and multi-jurisdictional compliance Strong knowledge of UK financial reporting, corporate governance, and taxation requirements Commercially minded with the ability to provide strategic financial insight to principals and senior stakeholders Excellent leadership, communication, and stakeholder management skills ACA, ACCA, or CIMA qualified preferred Highly organised, discreet, and comfortable operating within a dynamic entrepreneurial environment
Private Client Tax Senior Manager - Guildford, Surrey £75,000 - £90,000 + Hybrid Working Award-Winning Tax Team UHNW Client Base An outstanding opportunity for a CTA qualified Private Client Tax professional to join a highly regarded independent and multi-sited firm of Chartered Accountants and Tax Advisors with an award-winning and internationally recognised Private Client Tax offering. This is a rare opportunity within the Surrey and South East market to join a firm advising an exceptional client base more commonly associated with leading London practices. The firm acts for Ultra High Net Worth (UHNW) Individuals, entrepreneurial families, international private clients, trusts, estates and associated business interests offering exposure to complex and sophisticated client work typically found within Central London. Perhaps you are currently working within a London-based Private Client Tax team and are looking to step away from the pressures of the daily commute whilst continuing to work with a high-profile client base. The role offers the chance to maintain and further develop your exposure to complex private client matters within a balanced, collaborative and people-focused environment. Based in Guildford, Surrey, the role is easily commutable from Woking, Godalming, Farnham, Weybridge, Leatherhead, Haslemere and surrounding areas, with excellent transport links into London and across the South East. The firm has built an excellent reputation for the quality of its advice, long-standing client relationships and supportive culture. You will work closely with highly experienced Partners and senior professionals on UK and international private client matters. The Role The Private Client Tax Senior Manager role will involve a blend of compliance, advisory and relationship-led work whilst acting as a trusted adviser to a portfolio of clients. Responsibilities will include: Managing a portfolio of high-net-worth and ultra high-net-worth individuals, families, trusts and estates Reviewing complex personal tax returns prepared by junior members of the team Delivering work across estate planning, inheritance tax planning, wealth structuring and residency matters Advising on UK and international private client tax issues Supporting clients with HMRC enquiries and investigations Working closely with Partners on complex client matters and relationship management Identifying opportunities to enhance clients' tax positions Supporting and mentoring junior members of the Private Client Tax team This Private Client Tax Senior Manager position offers genuine variety and the opportunity to work on intellectually engaging and technically strong assignments within a supportive and highly respected team. This Guildford-based Private Client Tax team continues to attract high-quality UK and international clients across Surrey, London and the South East. About You - Key Skills and Experience CTA qualified Strong Private Client Tax experience gained within a professional practice environment Experience advising high-net-worth and ultra high-net-worth individuals Exposure to trusts, estates and international private client matters would be highly advantageous Excellent communication and relationship management skills Strong technical knowledge with the ability to provide practical and commercial advice Organised with the ability to manage deadlines within a fast-paced environment Collaborative and professional approach Why Consider This Opportunity? Award-winning and internationally recognised Private Client Tax offering Independent and highly respected multi-sited firm Exceptional quality client base rarely found outside London Exposure to complex UK and international client work Supportive and collaborative culture Hybrid and flexible working environment Strong long-term career progression opportunities Opportunity to work closely with highly experienced Partners and senior tax professionals Salary band IRO £75,000 - £90,000 set by Fletcher George This is an excellent opportunity for an ambitious Private Client Tax Senior Manager looking to join one of the strongest Private Client Tax offerings within the Surrey and South East market whilst avoiding many of the pressures often associated with larger London firms. Next Steps Apply now for this Private Client Tax Senior Manager role in Guildford and we will be in touch with suitable applicants within 48 hours. For a confidential discussion about this opportunity or the wider Private Client Tax market, please contact Fletcher George Recruitment directly. Fletcher George is an inclusive Surrey based financial recruiter welcoming all applications relevant to the role. We are committed to attracting a diverse pool of applicants and to assist talent to find career opportunities in which they can thrive. We are an accountancy and finance recruitment agency acting as an Employment Agency.
May 18, 2026
Full time
Private Client Tax Senior Manager - Guildford, Surrey £75,000 - £90,000 + Hybrid Working Award-Winning Tax Team UHNW Client Base An outstanding opportunity for a CTA qualified Private Client Tax professional to join a highly regarded independent and multi-sited firm of Chartered Accountants and Tax Advisors with an award-winning and internationally recognised Private Client Tax offering. This is a rare opportunity within the Surrey and South East market to join a firm advising an exceptional client base more commonly associated with leading London practices. The firm acts for Ultra High Net Worth (UHNW) Individuals, entrepreneurial families, international private clients, trusts, estates and associated business interests offering exposure to complex and sophisticated client work typically found within Central London. Perhaps you are currently working within a London-based Private Client Tax team and are looking to step away from the pressures of the daily commute whilst continuing to work with a high-profile client base. The role offers the chance to maintain and further develop your exposure to complex private client matters within a balanced, collaborative and people-focused environment. Based in Guildford, Surrey, the role is easily commutable from Woking, Godalming, Farnham, Weybridge, Leatherhead, Haslemere and surrounding areas, with excellent transport links into London and across the South East. The firm has built an excellent reputation for the quality of its advice, long-standing client relationships and supportive culture. You will work closely with highly experienced Partners and senior professionals on UK and international private client matters. The Role The Private Client Tax Senior Manager role will involve a blend of compliance, advisory and relationship-led work whilst acting as a trusted adviser to a portfolio of clients. Responsibilities will include: Managing a portfolio of high-net-worth and ultra high-net-worth individuals, families, trusts and estates Reviewing complex personal tax returns prepared by junior members of the team Delivering work across estate planning, inheritance tax planning, wealth structuring and residency matters Advising on UK and international private client tax issues Supporting clients with HMRC enquiries and investigations Working closely with Partners on complex client matters and relationship management Identifying opportunities to enhance clients' tax positions Supporting and mentoring junior members of the Private Client Tax team This Private Client Tax Senior Manager position offers genuine variety and the opportunity to work on intellectually engaging and technically strong assignments within a supportive and highly respected team. This Guildford-based Private Client Tax team continues to attract high-quality UK and international clients across Surrey, London and the South East. About You - Key Skills and Experience CTA qualified Strong Private Client Tax experience gained within a professional practice environment Experience advising high-net-worth and ultra high-net-worth individuals Exposure to trusts, estates and international private client matters would be highly advantageous Excellent communication and relationship management skills Strong technical knowledge with the ability to provide practical and commercial advice Organised with the ability to manage deadlines within a fast-paced environment Collaborative and professional approach Why Consider This Opportunity? Award-winning and internationally recognised Private Client Tax offering Independent and highly respected multi-sited firm Exceptional quality client base rarely found outside London Exposure to complex UK and international client work Supportive and collaborative culture Hybrid and flexible working environment Strong long-term career progression opportunities Opportunity to work closely with highly experienced Partners and senior tax professionals Salary band IRO £75,000 - £90,000 set by Fletcher George This is an excellent opportunity for an ambitious Private Client Tax Senior Manager looking to join one of the strongest Private Client Tax offerings within the Surrey and South East market whilst avoiding many of the pressures often associated with larger London firms. Next Steps Apply now for this Private Client Tax Senior Manager role in Guildford and we will be in touch with suitable applicants within 48 hours. For a confidential discussion about this opportunity or the wider Private Client Tax market, please contact Fletcher George Recruitment directly. Fletcher George is an inclusive Surrey based financial recruiter welcoming all applications relevant to the role. We are committed to attracting a diverse pool of applicants and to assist talent to find career opportunities in which they can thrive. We are an accountancy and finance recruitment agency acting as an Employment Agency.
Private Client Solicitor - Wealth & Estate Planning An exciting opportunity has arisen to join a thriving Personal Wealth and Estate Planning team. QED Legal is recruiting on behalf of a well-established, highly regarded full-service law firm with multiple offices across the region. The firm has built an excellent reputation through the dedication and expertise of its people, combining a progressive, forward-thinking approach with the enduring values of a trusted legal adviser. Our client is seeking a skilled Private Client Solicitor with approximately 5-8 years' PQE to join its expanding team in a vibrant city-centre location. STEP qualification is desirable but not essential. The successful candidate will manage a varied caseload with Partner oversight and will be expected to contribute from day one. Advising on and preparing tailored Wills and succession planning arrangements Delivering strategic capital tax and estate planning advice for high-net-worth individuals, business owners, agricultural clients, and entrepreneurs Handling complex estate administrations, including matters involving trusts and coordination with external advisers Managing intestate estate matters Drafting and registering Lasting Powers of Attorney Advising on and establishing lifetime Trusts, as well as ongoing trust administration Contributing to business development initiatives and networking within the local professional community Career development - Genuine support to grow expertise and specialise in areas of interest Collaborative environment - Opportunity to work closely with clients, their families, and professional advisers including accountants and financial planners High-quality work - Exposure to complex, high-value, and technically rewarding matters Flexible working - Hybrid/agile arrangements with a central office base Supportive culture - A friendly, inclusive team that values work-life balance Modern infrastructure - Investment in the latest legal technology and staff wellbeing Cross-referral opportunities - A collegiate ethos that encourages collaboration across practice areas Competitive package - Attractive salary and comprehensive benefits For additional information please reach out to Eoghan at QED Legal via the details provided.
May 18, 2026
Full time
Private Client Solicitor - Wealth & Estate Planning An exciting opportunity has arisen to join a thriving Personal Wealth and Estate Planning team. QED Legal is recruiting on behalf of a well-established, highly regarded full-service law firm with multiple offices across the region. The firm has built an excellent reputation through the dedication and expertise of its people, combining a progressive, forward-thinking approach with the enduring values of a trusted legal adviser. Our client is seeking a skilled Private Client Solicitor with approximately 5-8 years' PQE to join its expanding team in a vibrant city-centre location. STEP qualification is desirable but not essential. The successful candidate will manage a varied caseload with Partner oversight and will be expected to contribute from day one. Advising on and preparing tailored Wills and succession planning arrangements Delivering strategic capital tax and estate planning advice for high-net-worth individuals, business owners, agricultural clients, and entrepreneurs Handling complex estate administrations, including matters involving trusts and coordination with external advisers Managing intestate estate matters Drafting and registering Lasting Powers of Attorney Advising on and establishing lifetime Trusts, as well as ongoing trust administration Contributing to business development initiatives and networking within the local professional community Career development - Genuine support to grow expertise and specialise in areas of interest Collaborative environment - Opportunity to work closely with clients, their families, and professional advisers including accountants and financial planners High-quality work - Exposure to complex, high-value, and technically rewarding matters Flexible working - Hybrid/agile arrangements with a central office base Supportive culture - A friendly, inclusive team that values work-life balance Modern infrastructure - Investment in the latest legal technology and staff wellbeing Cross-referral opportunities - A collegiate ethos that encourages collaboration across practice areas Competitive package - Attractive salary and comprehensive benefits For additional information please reach out to Eoghan at QED Legal via the details provided.
Private Client Associate / Senior Associate - Exeter Salary: Up to 85,000 Hybrid: 2 days a week in the office Looking for the quality of city work, but without the city lifestyle? This role offers the best of both worlds. We're working with an international law firm that's known for its collaborative culture and forward-thinking approach. You'll be part of a global network but what makes this firm stand out is that high-value, complex work isn't gatekept in London. Instead, their teams work seamlessly across locations, meaning Exeter lawyers enjoy exposure to the same top-tier work as their city counterparts. The Opportunity: This is a chance to join a thriving private client team in Exeter, advising on a wide range of matters from wills, trusts, estate planning, and probate, through to powers of attorney, Court of Protection issues and international estate structuring. You'll be part of a growing department that works closely with colleagues across the firm, giving you genuine variety and the chance to build deep expertise in cross-border and tax-efficient planning. The Exeter office itself has been at the heart of the region's legal community for 40 years. With over 150 staff locally and a strong partner presence, you'll benefit from both the resources of a global firm and the close-knit feel of a regional office. What We Are Looking For: Qualified Associate or Senior Associate Lawyer with 5+ years' PQE in private client work Experienced across wills, trusts, probate, tax planning, Court of Protection matters and estate administration, with exposure to international elements STEP qualified (or working towards it) is highly desirable A strong communicator with a client-first approach Someone who thrives in a collaborative, team-oriented environment What Is in It for You? Competitive salary (depending on experience) and a discretionary bonus Hybrid working - only two days a week in the office 25 days' holiday + bank holidays, with options to buy or sell leave , plus enhanced family-friendly support (maternity, paternity, adoption, etc.) Private medical insurance (from 6 months), plus dental and health cash plans , income protection, employee assistance and life assurance A culture of investment in you - annual development plans, training budgets, and clear routes for progression City-quality work on a national and international scale, with the lifestyle benefits of living in Devon Perks like cycle-to-work, mortgage services, will writing, and a flexible benefits portal to tailor your rewards A genuinely supportive culture that values individuality, inclusion and wellbeing The chance to work on multi-jurisdictional matters through the firm's international offices and global network Yolk Recruitment is an equal opportunities employer and embraces diversity in our workforce. We employ the best people for the job at hand and actively encourage applications from all qualified candidates, regardless of gender, age, race, religion, sexual orientation, disability, educational background, parental status, gender identity or any other protected characteristic. We champion and celebrate diversity at Yolk allowing our team to bring their whole selves to work. Please note, whilst we do our best to contact all candidates, due to the high number of applications we receive we cannot guarantee this for every role. If you have not heard anything from us within 7 days of applying - then unfortunately you have been unsuccessful. Please keep an eye on our website for more opportunities.
Oct 06, 2025
Full time
Private Client Associate / Senior Associate - Exeter Salary: Up to 85,000 Hybrid: 2 days a week in the office Looking for the quality of city work, but without the city lifestyle? This role offers the best of both worlds. We're working with an international law firm that's known for its collaborative culture and forward-thinking approach. You'll be part of a global network but what makes this firm stand out is that high-value, complex work isn't gatekept in London. Instead, their teams work seamlessly across locations, meaning Exeter lawyers enjoy exposure to the same top-tier work as their city counterparts. The Opportunity: This is a chance to join a thriving private client team in Exeter, advising on a wide range of matters from wills, trusts, estate planning, and probate, through to powers of attorney, Court of Protection issues and international estate structuring. You'll be part of a growing department that works closely with colleagues across the firm, giving you genuine variety and the chance to build deep expertise in cross-border and tax-efficient planning. The Exeter office itself has been at the heart of the region's legal community for 40 years. With over 150 staff locally and a strong partner presence, you'll benefit from both the resources of a global firm and the close-knit feel of a regional office. What We Are Looking For: Qualified Associate or Senior Associate Lawyer with 5+ years' PQE in private client work Experienced across wills, trusts, probate, tax planning, Court of Protection matters and estate administration, with exposure to international elements STEP qualified (or working towards it) is highly desirable A strong communicator with a client-first approach Someone who thrives in a collaborative, team-oriented environment What Is in It for You? Competitive salary (depending on experience) and a discretionary bonus Hybrid working - only two days a week in the office 25 days' holiday + bank holidays, with options to buy or sell leave , plus enhanced family-friendly support (maternity, paternity, adoption, etc.) Private medical insurance (from 6 months), plus dental and health cash plans , income protection, employee assistance and life assurance A culture of investment in you - annual development plans, training budgets, and clear routes for progression City-quality work on a national and international scale, with the lifestyle benefits of living in Devon Perks like cycle-to-work, mortgage services, will writing, and a flexible benefits portal to tailor your rewards A genuinely supportive culture that values individuality, inclusion and wellbeing The chance to work on multi-jurisdictional matters through the firm's international offices and global network Yolk Recruitment is an equal opportunities employer and embraces diversity in our workforce. We employ the best people for the job at hand and actively encourage applications from all qualified candidates, regardless of gender, age, race, religion, sexual orientation, disability, educational background, parental status, gender identity or any other protected characteristic. We champion and celebrate diversity at Yolk allowing our team to bring their whole selves to work. Please note, whilst we do our best to contact all candidates, due to the high number of applications we receive we cannot guarantee this for every role. If you have not heard anything from us within 7 days of applying - then unfortunately you have been unsuccessful. Please keep an eye on our website for more opportunities.
We are excited to be partnered with our highly reputable, professional and established law based client as they seek to recruit a Wills, Trusts and LPA Consultant to join their team within their offices in the centre of East Grinstead. This is an excellent opportunity to join a very reputable firm. The role offers a pathway to career development and progression within the business. Wills, Trusts and LPA Consultant Full time permanent role - Mon-Fri office based hours. Opportunity to work 2-3 days per week from the office and the rest of the time from home and client sites Office based in East Grinstead with parking available on site for staff - also close to the station area Salary 29000- 30000 per annum plus commission. Excellent all round company benefits, along with a generous commission scheme This is an excellent opportunity to join a busy team within a friendly and very successful organisation who offer a strong career pathway and progression opportunities The role - Wills, Trusts and LPA Consultant The role of a Private Client (Wills, Trusts and LPA's) Consultant encompasses offering advice to clients. You will be joining a team of highly skilled professionals and after your initial training, you will be providing expert advice in Wills (i.e. creating a new Will, updating an existing Will, advising on Trust structures, preserving wealth and minimising inheritance tax liability, income tax and capital gains), Lasting Powers of Attorney and Probate. The role - duties and responsibilities Offering expert advice to clients on how best to structure their Will/Trusts/LPAs, whilst ensuring compliance with current laws. Building and maintaining strong client relationships, offering a bespoke and caring service. Make referrals for additional services, including Trusts, Life Insurance, Lasting Powers of Attorney (LPA) and other associated products. Prioritising work so that deadlines and company service level agreements (SLA's) can be met. Responsible for gathering and maintaining accurate and relevant information and legal records. Following up with clients after their initial meeting to obtain any outstanding information Drafting and revising Wills and LPAs within company SLAs. Answering client calls and emails within company SLAs. Preparing LPA forms, supporting with submitting & registering. Attending regional client meetings. An overnight stay may be required on occasions. Diary management - review and maintain your diary weekly. Further development of knowledge and skills via additional external studies / qualifications is offered after successful completion of your probation. Experience, competencies and knowledge required: Excellent verbal and written communication skills along with exceptional client care skills Works well under pressure on own and as part of a team. Previous experience in Financial Services - Mortgages, Life insurance etc. A degree in law is desirable - NOT ESSENTIAL Experience in Wills, Trusts, Probate and Estate Planning is desirable - NOT ESSENTIAL STEP or CILEX qualified (or working towards) - Desirable - NOT ESSENTIAL - Training courses will be provided. Full UK driving licence (own car not required). For more information regarding this new and exciting Wills, Trusts and LPA Consultant opportunity, please apply now! Short-listing will take place soon - don't miss out! Wild Recruitment Ltd T/A First Recruitment Services is acting as an Employment Agency in relation to this vacancy. Please note that no terminology in this advert is intended to discriminate on the grounds of a person's gender, marital status, race, religion, colour, age, disability or sexual orientation. Every candidate will be assessed only in accordance with their merits, qualifications and ability to perform the duties of the job
Sep 22, 2025
Full time
We are excited to be partnered with our highly reputable, professional and established law based client as they seek to recruit a Wills, Trusts and LPA Consultant to join their team within their offices in the centre of East Grinstead. This is an excellent opportunity to join a very reputable firm. The role offers a pathway to career development and progression within the business. Wills, Trusts and LPA Consultant Full time permanent role - Mon-Fri office based hours. Opportunity to work 2-3 days per week from the office and the rest of the time from home and client sites Office based in East Grinstead with parking available on site for staff - also close to the station area Salary 29000- 30000 per annum plus commission. Excellent all round company benefits, along with a generous commission scheme This is an excellent opportunity to join a busy team within a friendly and very successful organisation who offer a strong career pathway and progression opportunities The role - Wills, Trusts and LPA Consultant The role of a Private Client (Wills, Trusts and LPA's) Consultant encompasses offering advice to clients. You will be joining a team of highly skilled professionals and after your initial training, you will be providing expert advice in Wills (i.e. creating a new Will, updating an existing Will, advising on Trust structures, preserving wealth and minimising inheritance tax liability, income tax and capital gains), Lasting Powers of Attorney and Probate. The role - duties and responsibilities Offering expert advice to clients on how best to structure their Will/Trusts/LPAs, whilst ensuring compliance with current laws. Building and maintaining strong client relationships, offering a bespoke and caring service. Make referrals for additional services, including Trusts, Life Insurance, Lasting Powers of Attorney (LPA) and other associated products. Prioritising work so that deadlines and company service level agreements (SLA's) can be met. Responsible for gathering and maintaining accurate and relevant information and legal records. Following up with clients after their initial meeting to obtain any outstanding information Drafting and revising Wills and LPAs within company SLAs. Answering client calls and emails within company SLAs. Preparing LPA forms, supporting with submitting & registering. Attending regional client meetings. An overnight stay may be required on occasions. Diary management - review and maintain your diary weekly. Further development of knowledge and skills via additional external studies / qualifications is offered after successful completion of your probation. Experience, competencies and knowledge required: Excellent verbal and written communication skills along with exceptional client care skills Works well under pressure on own and as part of a team. Previous experience in Financial Services - Mortgages, Life insurance etc. A degree in law is desirable - NOT ESSENTIAL Experience in Wills, Trusts, Probate and Estate Planning is desirable - NOT ESSENTIAL STEP or CILEX qualified (or working towards) - Desirable - NOT ESSENTIAL - Training courses will be provided. Full UK driving licence (own car not required). For more information regarding this new and exciting Wills, Trusts and LPA Consultant opportunity, please apply now! Short-listing will take place soon - don't miss out! Wild Recruitment Ltd T/A First Recruitment Services is acting as an Employment Agency in relation to this vacancy. Please note that no terminology in this advert is intended to discriminate on the grounds of a person's gender, marital status, race, religion, colour, age, disability or sexual orientation. Every candidate will be assessed only in accordance with their merits, qualifications and ability to perform the duties of the job
