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Senior Private Client Associate

Oculus Legal Group
Posted 11 hours ago, valid for 16 days
Location

Cheltenham, Gloucestershire GL544NB, England

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • A well-established firm in Cheltenham is seeking a Senior Private Client Associate to join their growing team.
  • The position requires a minimum of 5 years of post-qualification experience (PQE) in private client matters, with a strong understanding of trusts and taxation.
  • The role involves managing an existing caseload while providing tailored advice to high-net-worth individuals and landed estates.
  • The firm offers a supportive environment that values professional development and team growth.
  • Salary details were not specified in the job listing, but candidates are encouraged to reach out for a confidential conversation.

A well-established and highly respected firm in Cheltenham is seeking a Senior Private Client Associate to join their growing team. Known for their genuine care for both their work and their clients, this firm offers a supportive and collaborative environment where you can make a real impact.This is an excellent opportunity to take on an existing caseload while playing a key role in the team’s ongoing growth. You’ll work with a prestigious client base, including high-net-worth individuals and landed estates, delivering tailored advice and building strong client relationships.• 5+ years PQE with expertise in private client matters• Strong understanding of trusts & taxation• Proven ability to provide clear, focused advice• Desire to contribute to the growth and success of the team• A commitment to professional developmentThis role is perfect for someone looking to further their career in a supportive, people-focused firm.If this sounds like something you would be looking for, then please get in touch to set up a confidential conversation.

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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.