Associate – Private Client Advisory
Birketts LLP · Norwich
Job description
About the role
Join Birketts LLP’s Private Client Advisory team in Norwich, providing high‑quality legal advice to individuals, families and trustees. You will work on a broad range of tax, trust and estate planning matters, building long‑term relationships with high‑net‑worth clients.
Key responsibilities
- Draft and negotiate contracts, advice notes, letters and other client‑specific documents.
- Provide taxation and succession planning advice to a diverse client base, including high‑net‑worth individuals.
- Prepare wills, trust documents, lasting powers of attorney, deeds and related correspondence.
- Manage estate administration matters.
- Act as a primary point of contact for clients, fostering trusted relationships and identifying value‑adding opportunities.
- Participate in marketing and networking initiatives.
- Own personal financial performance with a commercial mindset.
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Published 1 month ago
Expires 3 days from now
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Birketts LLP
Norwich
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