Back to job search

Senior Associate - Private Client - Bristol - 4+ Years PQE

Job Details

Published
Location
Bristol
Role Type
Full-time, Permanent
Salary
£70,000 - £90,000 per annum
Private Practice
Job Ref: ORJ921958034_1779961833

Senior Associate - Private Client - Bristol - 4+ Years PQE
Location: Bristol
Type of Role: Permanent, Full-time
Salary: £70,000 + quarterly bonus up to 6%

A leading Private Client team in Bristol is seeking a Senior Associate (4+ PQE) to manage a high quality caseload of complex taxable estates. This is an exceptional opportunity to join a modern, well structured team offering unrivalled exposure to complex work, strong internal support, and a genuinely progressive working environment.

The Role
You will handle a varied and sophisticated caseload with a focus on:

  • Managing up to 40 taxable full estate administration matters
  • Working on complex estates referred by high quality IFA partners
  • Exposure to trusts, cross border estates and advanced tax issues (with full support to upskill)
  • Collaborating with a dedicated team structure including:
    • Team Manager
    • Assistant Team Manager
    • Legal Assistants
    • Specialist support team handling property work, income tax and estate accounts
  • Progression focused case management with no time recording
  • Working on a fixed fee model
  • Earning up to 6% quarterly bonus based on case progression
  • No requirement to bring in new business - a separate sales function handles all case setup


Candidate Requirements
This role is ideal for a Private Client specialist with:

  • 4+ years' PQE in estate administration and wider private client work
  • Strong experience handling taxable estates
  • Confidence managing complex matters with autonomy
  • Interest in developing expertise in trusts, cross border estates and advanced tax issues
  • Excellent communication skills and a client focused approach
  • Strong organisational skills and the ability to manage a busy caseload efficiently
  • A collaborative mindset and willingness to support junior team members


Benefits
The firm offers:

  • Competitive salary with flexibility based on experience
  • Quarterly bonus scheme (up to 6%)
  • No time recording
  • Dedicated administrative and technical support
  • Clear progression opportunities
  • High quality work with exposure to complex estates
  • A friendly, modern and well structured team environment


How to Apply

For a confidential discussion or to apply, please contact:

Email: oliviareed@chadwicknott.co.uk
Phone: 0117 917 1515 / 07711 799761

The firm welcomes applications from all qualified candidates and can make adjustments to support individual needs.

*At Chadwick Nott, we are committed to developing a diverse and inclusive culture as well as supporting our large client network achieve the same. We are an equal opportunities employer and encourage applications of all qualified candidates regardless of their age, sex, race, disability, sexual orientation, disability, culture or anything other personal characteristic. We champion and celebrate diversity in the workplace. Where a level of experience is indicated, please note that this is only a guideline.*

Apply now