Senior Associate – Private Client – Bristol – 4+ Years PQE
Location: Bristol
Type of Role: Permanent, Full-time
Salary: £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 Role
You will handle a varied and sophisticated caseload with a focus on:

• Managing up to 40 taxable full estate administration matters
• Working on complex estates referred by high quality IFA partners
• Exposure to trusts, cross border estates and advanced tax issues (with full support to upskill)
• Collaborating with a dedicated team structure including:
• Team Manager
• Assistant Team Manager
• Legal Assistants
• Specialist support team handling property work, income tax and estate accounts
• Progression focused case management with no time recording
• Working on a fixed fee model
• Earning up to 6% quarterly bonus based on case progression
• No requirement to bring in new business – a separate sales function handles all case setup

Candidate Requirements
This role is ideal for a Private Client specialist with:

• 4+ years’ PQE in estate administration and wider private client work
• Strong experience handling taxable estates
• Confidence managing complex matters with autonomy
• Interest in developing expertise in trusts, cross border estates and advanced tax issues
• Excellent communication skills and a client focused approach
• Strong organisational skills and the ability to manage a busy caseload efficiently
• A collaborative mindset and willingness to support junior team members

Benefits
The firm offers:

• Competitive salary with flexibility based on experience
• Quarterly bonus scheme (up to 6%)
• No time recording
• Dedicated administrative and technical support
• Clear progression opportunities
• High quality work with exposure to complex estates
• A friendly, modern and well structured team environment

How to Apply

For a confidential discussion or to apply, please contact:

Email: oliviareed@chadwicknott.co.uk
Phone: 0117 917 1515 / 07711 799761

The firm welcomes applications from all qualified candidates and can make adjustments to support individual needs.