Senior Associate - Private Client - Bristol - 4+ Years PQE
bristol, gloucestershire
Posted 1 day ago
About the role
Reference: ORJ _ Senior Associate - Private Client - Bristol - 4+ Years PQELocation: BristolType of Role: Permanent, Full-timeSalary: 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 RoleYou will handle a varied and sophisticated caseload with a focus on:Managing up to 40 taxable full estate administration mattersWorking on complex estates referred by high quality IFA partnersExposure to trusts, cross border estates and advanced tax issues (with full support to upskill)Collaborating with a dedicated team structure including:Team ManagerAssistant Team ManagerLegal AssistantsSpecialist support team handling property work, income tax and estate accountsProgression focused case management with no time recordingWorking on a fixed fee modelEarning up to 6% quarterly bonus based on case progressionNo requirement to bring in new business - a separate sales function handles all case setupCandidate RequirementsThis role is ideal for a Private Client specialist with:4+ years' PQE in estate administration and wider private client workStrong experience handling taxable estatesConfidence managing complex matters with autonomyInterest in developing expertise in trusts, cross border estates and advanced tax issuesExcellent communication skills and a client focused approachStrong organisational skills and the ability to manage a busy caseload efficientlyA collaborative mindset and willingness to support junior team membersBenefitsThe firm offers:Competitive salary with flexibility based on experienceQuarterly bonus scheme (up to 6%)No time recordingDedicated administrative and technical supportClear progression opportunitiesHigh quality work with exposure to complex estatesA friendly, modern and well structured team environmentHow to ApplyFor a confidential discussion or to apply, please contact:Email: : / 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.*
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