Accounting & Finance

Private Client Senior Associate or Partner

Chadwick Nott

Dorchester · Dorset · United Kingdom

Overview

In this senior private client role, you will manage a diverse caseload across wills, trusts, probate, and estate administration to support high-net-worth clients. You will work within a close-knit, award-winning practice, collaborating with colleagues to deliver top-tier service and nurture key client relationships. You’ll lead and mentor junior team members while actively driving business development and helping shape team strategy. This role offers a client-centric, growth-focused environment with strong culture and work-life balance, including flexible/hybrid options. You will play a pivotal part in expanding the firm’s private client practice and reputation.

Pay / Benefits
  • 30 days' annual leave + Bank Holidays
  • Extra day off for your birthday
  • Flexible and hybrid working options
  • Private medical insurance
  • Generous pension and life assurance
  • Wellbeing initiatives and corporate gym discounts
Responsibilities
  • Manage a diverse caseload on wills, trusts, probate, and estate administration
  • Provide expert guidance to individuals and families on complex private client matters
  • Build lasting client relationships and expand referral networks
  • Support, mentor, and develop junior team members
  • Drive business development and contribute to team strategy
Key requirements
  • Senior Associate or Partner level experience in private client work
  • Strong experience with a commercial mindset
  • Proactive, ambitious, and confident communicator
  • Initiative to nurture client relationships and grow a practice
  • Strong technical expertise in private client matters
  • Commitment to delivering exceptional service
  • Open to evolving ways of working and embracing change
  • Proactive
  • Ambitious
  • Confident communicator
  • Client-focused
  • Strong technical expertise in private client matters
  • Commercial mindset with ability to drive business development

Reference: WJ-747_31190056

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