Private Client Associate - 3-7 PQE
4 days ago
Cheltenham
Ready to take the next step in your Private Client career? If you’re looking for stimulating, high-quality work in a welcoming team set within the beautiful Cotswolds, this is an opportunity not to be missed. \n Based in Cheltenham, you’ll enjoy the benefits of City-level clients and complex matters, all while living and working in an area renowned for its lifestyle and community feel. You’ll be joining a close-knit office, enabling meaningful connections and a culture that supports your development and well-being. What’s in it for you?\n\n • Engage in sophisticated private client work with both UK and international elements\n, • Hybrid working options to support your work-life balance\n, • Competitive salary and benefits package\n, • 1:1 personal coaching to ensure you reach your full potential\n, • The support of a large, reputable firm with a friendly, collaborative culture\nThe Role\n You will advise a wide range of clients, including investors, entrepreneurs, landed estates, heritage property owners, professionals, and senior executives within the UK Private Client group. Many client matters have an international element, offering you the chance to broaden your expertise. As part of the Cheltenham team, you’ll work closely with partners known for their depth of knowledge and dedication to client service. \n Your role includes collaborating with Private Property, Trust and Tax teams both nationally and internationally, enabling you to build versatile experience and develop specialist knowledge as your career progresses. Responsibilities\n\n • Provide clear, concise legal advice to private clients on succession and tax planning\n, • Efficiently manage a substantial and varied workload with appropriate supervision\n, • Draft complex legal documents, using appropriate precedents\n, • Apply commercial judgement in the delivery of advice and research\n, • Support, delegate to, and supervise junior colleagues where appropriate\n, • Actively participate in client marketing, including seminars, presentations, and pitches\n, • Identify and pursue client opportunities\n, • Contribute to group knowledge and know-how initiatives\n, • Meet all relevant regulatory obligations, including SRA standards\nWhat we're looking for:\n\n, • Qualified Solicitor or CILEx qualified (ideally: 3-7 years’ PQE)\n, • STEP qualification advantageous but not essential\n, • Strong knowledge of estate administration, inheritance tax, and trusts\n, • Demonstrated experience in a similar role or looking to step into a more senior position\n, • Excellent team player with the ability to mentor and guide more junior colleagues\n, • Exceptional communication skills and the ability to maintain diverse client relationships\n, • Organised, proactive, and capable of managing a significant caseload\n, • Flexible and willing to go the extra mile for your clients and colleagues\nWhat's on Offer?\n\n, • Based in Cheltenham, with access to clients and projects nationally and internationally\n, • Hybrid and flexible working patterns available, subject to role requirements and approval\n, • Private medical insurance\n, • Dental insurance\n, • Wellness initiatives\n, • Access to corporate gym membership rates\n, • 25 days holiday and long service accrual\n, • Holiday purchase scheme\n, • Bonus Scheme\n\n If you’re keen to develop your career with a forward-thinking, supportive firm and take on challenging, rewarding private client work, this role in Cheltenham could be the perfect move! Please contact Anna Honey at CKB Recruitment for an exploratory chat, or submit an application and I'll be in touch.