Private Client Trusts Associate - 3+ PQE - Exeter

In Exeter, you will support the private client trusts offering by delivering trust administration and advisory work, managing a varied caseload with Partner supervision, and contributing to the growth of the firm’s private client services. You will work within a collaborative, people‑focused Trusts team that values client care and technical excellence. Expect exposure to trust creation, administration, taxation, and asset management, with a strong emphasis on educating beneficiaries. This role offers hybrid flexibility, clear career development, and a meaningful impact on clients and the firm’s private client strategy.

• Flexible working
• 25 days' holiday plus Bank Holidays
• Birthday day off
• Private healthcare
• Pension scheme(s)
• Life assurance

• Trust creation and advisory work
• Trust administration and compliance
• Managing trust assets
• Providing taxation advice relating to trusts
• Asset management and investment oversight
• Communicating with and educating beneficiaries

• Strong private client background with hands-on trust administration experience
• Solid technical knowledge and a commercial approach to trust law and practice
• Ability to manage own caseload with supervision from a Partner
• Excellent interpersonal skills and a collaborative, team-focused mindset
• Proactive, enthusiastic and ambitious approach
• Growth mindset and ability to see the wider commercial picture
• Applications welcomed from qualified solicitors or experienced trust professionals

• Interpersonal skills
• Collaborative mindset
• Proactiveness
• Trust administration
• Trust creation and advisory work
• Taxation advice relating to trusts