Private Client Associate

CompanySimpson Judge

LocationExeter, England, United Kingdom

Posted At12/3/2025

UK Visa Sponsorship Analytics

Occupation Type

Customer service occupations not elsewhere classified.

Occupation Code Skill LevelIneligible

Sponsorship EligibilityIneligible for Sponsorship

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Description

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 handle your own matters autonomously.
Build strong, long-term relationships with high-value clients, intermediaries, wealth managers, and family offices.
Contribute to business development, thought leadership, and the ongoing growth of the Private Wealth offering in the South West.

ABOUT YOU

Qualified Solicitor 4PQE or above in private client work.
Experience dealing with high-net-worth clients and complex estate, trust, and tax matters.
Strong technical abilities with a commercial mindset.
Work collaboratively within a national and international team.
STEP membership (or working towards) is highly advantageous.

WHAT’S ON OFFER

Competitive, above market rate salary
Performance-related bonus, and annual bonus
Flexible hybrid working and high-quality office environment
Clear progression and development opportunities within a growing team
Generous benefits package including pension, life assurance, private healthcare, and enhanced family policies
Access to international workstreams and cross-department collaboration

Apply or contact Samanta for a confidential conversation;

Phone - 07879490799

Email - Samanta.rimicane@simpsonjudge.co.uk