Private Client Associate
- Job Type: Full-time
- Location: Somerton
- Date: November 26, 2025
We are seeking a Private Client Associate to join our team, providing expert legal advice in areas such as Wills, Powers of Attorney, Trust, Tax Probate, and Estate Administration. This role involves managing a diverse caseload, delivering exceptional client service, and building long-term relationships within a collaborative and supportive team environment.
Day-to-day of the role:
- Manage and supervise one Fee Earner and one Legal Assistant.
- Build and maintain strong client relationships through excellent service, including attending clients at their homes or other agreed locations as required.
- Handle and manage a varied caseload for a variety of individual clients efficiently and effectively, remaining flexible to changing demands.
- Draft wills and Powers of Attorney, and take responsibility for all standard legal areas, including trust, probate, and tax advice work.
- Progress client matters in a timely manner, ensuring service level agreements are met using the case management system.
- Deliver a profitable contribution to the department through personal fee-earning work and achieving individual time and billing targets.
- Demonstrate a compassionate and sensitive approach, particularly when working with elderly or incapacitated clients.
- Collaborate with colleagues across practice areas to provide comprehensive legal advice.
- Conduct research as necessary to provide accurate and informed advice.
- Keep up to date with relevant legislative changes.
- Ensure client matters are progressed efficiently and that files are maintained to a high standard.
Required Skills & Qualifications:
- Proven experience in managing a diverse caseload in Wills, Powers of Attorney, Trust, Tax Probate, and Estate Administration.
- Strong ability to build and maintain client relationships.
- Excellent drafting skills and attention to detail.
- Compassionate and sensitive approach when dealing with clients.
- Ability to work collaboratively in a team environment.
- Up-to-date knowledge of relevant legislation.
- Strong organisational skills to ensure efficient case management and file maintenance.
Benefits:
- Competitive salary and benefits package.
- Opportunities for professional development and growth within the firm.
- Supportive team environment focused on collaboration and excellence.
To apply for this Private Client Associate position, please submit your CV and a cover letter detailing your relevant experience and why you are interested in this role.
