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.