Private Wealth Associate

Private Client Associate

Location: Exeter – hybrid
Salary: £85-95,000+ DOE

OVERVIEW
A leading national top-tier firm with a well-established Private Wealth practice is seeking a Private Client Associate to join its team. The department is Tier 2 ranked for Private Wealth work and is recognised for advising HNW and UHNW clients on complex estates, trusts, tax and succession planning matters. This role offers high-value, technically challenging work within a modern, flexible and well-supported environment.

RESPONSIBILITIES
– Manage a high-quality caseload of complex private client matters for HNW and UHNW clients.
– Advise on estate planning, succession issues, trusts, inheritance tax planning, wills, and asset protection.
– Work on multi-jurisdictional matters including cross-border estates, offshore structures, and international tax considerations.
– Support senior colleagues on major files and hand...