Associate, Private Client ('Partner Designate')

Client & Requirement  

Our client is a well-established and highly successful full-service law firm based in Bristol and nearby areas that offers expert & trusted legal advice to individuals and businesses. The business is doing very well and has a thriving Private Client division. The Department has excellent relationships with clients and works across a wide variety of private client matters that entail: Wills, Trusts, Tax Planning, Planning for Later Life, Court of Protection and Probate. Due to continued growth, there exists the key strategic requirement to recruit an Associate Private Client for either their Weston Super Mare, Nailsea, Clevedon, Portishead or Bristol office.  

Role & Responsibilities

The Associate Private Client will have the following core role & responsibilities:

• Oversee and lead a broad range of private client workflows, personally running your own caseload capably and competently, within areas such as wills, tax planning, trusts and estates
• Involvement with forecasts, fees, development & mentoring of staff, recruitment of new team members and general administration of running the unit 
• Help to ensure this private client branch is successful; achieves and exceeds targets,  grows and has very positive culture
• Act as a primary point of contact for clients and other stakeholders, delivering great results and service for clients 
• Be involved with company networking and marketing where appropriate
• Effective time management and organisation skills with the running of the team and services provided in relation to all client matters

Objective Expertise & Subjective Traits

Suitable candidates for this role are likely to have the following backgrounds:

• A qualified self-sufficient Solicitor or Legal Executive in private client matters such as any of the following areas: wills, trusts, estates and/or tax/life planning
• A strong communicator with excellent time management, organisation, commercial management and administration skills
• STEP qualification is a ‘nice to have’
• Determined, focused, energetic and a team player
• Proactive, confident and professional at all times with a high degree of integrity
• Hands on, progressive and someone that is able to challenge, improve and develop existing practices Enthusiastic outlook and charismatic with a good sense of humour 
• Based within Greater Bristol or nearby areas

The Opportunity

• The chance to be an Associate / Senior Associate - fast track to Partnership  
• The opportunity to be part of a well-established, high calibre and successful team
• The chance to join a successful business with a strong brand that is growing
• The chance to work within a stimulating, highly sociable and positive environment

If this opportunity is of interest, please do email us your CV.