Estate Planning Senior Associate Job at Robert Half (Westwood)

Senior Associate

A prestigious law firm based in Guildford is seeking a Senior Associate to join ...

Location

United Kingdom , Guildford

Salary:

70000.00 - 85000.00 GBP / Year

Brandon James

Expiration Date

Until further notice

Requirements

Qualified Solicitor or Chartered Legal Executive (CILEx) with experience in private client law
STEP qualification is highly desirable
Strong technical understanding across estate planning, trusts, probate, and tax matters
Confident managing a full caseload independently with high attention to detail
Empathetic, personable, and professional in supporting clients during emotionally challenging periods
A genuine interest in mentoring and team development

Job Responsibility

Manage a varied and complex caseload of private client matters, including wills, powers of attorney, inheritance tax and capital gains tax planning, estate administration, and trust creation and management
Advise high-net-worth individuals and families on sensitive matters such as succession planning, lifetime gifting, and estate preservation
Handle significant estates with professionalism, discretion, and attention to detail
Support and mentor junior lawyers within the team, fostering professional development
Contribute to marketing and business development initiatives, helping to build lasting client relationships and enhance the firm’s profile in the private client sector

What we offer

Hybrid working available
28 days annual leave plus bank holidays
Private medical insurance, income protection and life assurance
Firmwide bonus scheme and generous pension contributions
Excellent career progression with a top regional firm

Fulltime

Private Client Senior Associate

A legal 500 firm based in Slough requires a Senior Solicitor to join their Priva...

Location

United Kingdom , Slough

Salary:

Not provided

Douglas Scott

Expiration Date

Until further notice

Requirements

Ability to work independently and as part of a team
ability and desire to grow client base to generate business for the firm
able to hit the ground running and deal with all Private Client matters from beginning to end with minimal supervision
ability to meet fee earning targets
full STEP qualification is desirable but not essential
minimum 2:1 degree and/or a Commendation from their LPC
must have trained and practiced in an established and reputable law firm
confident and skilled Private Client solicitor with 5+ years PQE

Job Responsibility

Manage and grow the department
deal with all aspects of Private Client matters such as wills and probate
complex tax and estate planning
court of protection
lasting powers of attorney and Trusts

What we offer

An above market rate salary dependent on experience
high quality workload with a high level of autonomy
an opportunity to work in a collegiate environment with a real focus on work-life balance
genuine future partnership prospects

Fulltime

Private Client Senior Associate

A legal 500 firm in Slough is seeking a Private Client Senior Solicitor to work ...

Location

United Kingdom , Slough

Salary:

Not provided

Douglas Scott

Expiration Date

Until further notice

Requirements

Ability to work independently and as part of a team
Ability and desire to grow client base to generate business for the firm
Able to hit the ground running and deal with all Private Client matters from beginning to end with minimal supervision
Ability to meet fee earning targets
Full STEP qualification is desirable but not essential
Minimum 2:1 degree and/or a Commendation from their LPC
Must have trained and practiced in an established and reputable law firm
5+ years PQE as a Private Client solicitor

Job Responsibility

Manage and grow the Private Client department
Handle a variety of Private Client matters including wills and probate, complex tax and estate planning, court of protection, lasting powers of attorney, and Trusts
Work with high net worth individuals
Meet fee earning targets
Contribute to business growth for the firm

What we offer

Above market rate salary depending on experience
High quality workload with a high level of autonomy
Opportunity to work in a collegiate environment with a focus on work-life balance
Genuine future partnership prospects

Fulltime

Senior Associate, Asset Management

We are seeking an experienced Asset Manager to join our London-based team. The i...

Location

United Kingdom , London

Salary:

Not provided

Heitman

Expiration Date

Until further notice

Requirements

Minimum of 5 years’ experience in real estate asset management, with a focus on residential and/or student accommodation assets
Proven track record in driving asset performance through strategic planning and operational oversight
Detail-oriented, with strong experience in budgeting, forecasting, and performance analysis
Advanced financial modelling and analytical skills, with proficiency in Excel
Excellent communication and stakeholder management skills, with the ability to influence cross-functional teams
Highly organized and experienced in managing capital projects, leasing strategies, and day-to-day asset operations
Self-motivated and adaptable, with the ability to work independently and collaboratively in a fast-paced, entrepreneurial environment
Proficient in Microsoft Office Suite (Excel, PowerPoint, Word)
Candidates applying for roles requiring travel must hold a valid, non-expired driver’s license

Job Responsibility

Manage a portfolio of residential and student accommodation investments across the UK and Europe to drive performance and long-term value creation
Take full ownership of assigned investments and lead the execution of business plans, including leasing strategies, capital projects, ESG initiatives, and value-add activities
Lead the preparation of annual budgets in collaboration with internal stakeholders and operating partners
Manage internal and external valuation processes, working closely with Finance, operating partners and external valuers, and present recommendations to the Valuation Committee
Monitor investment performance and regularly update financial model projections, including the incorporation of actuals, supporting strategic decision-making and informing revisions to business plans
Deliver quarterly reporting to Portfolio Management and Finance teams, including variance analysis and updated projections aligned with evolving business plans
Present key performance insights, strategic developments, and investment updates to senior leadership as part of the quarterly investment review process
Conduct regular site visits and oversee third parties—including operating partners, property managers, and leasing teams—to ensure alignment with asset strategies and operational goals
Perform financial modelling to support strategic decision-making, conduct scenario analysis, and optimize asset performance
Collaborate with internal teams to perform detailed hold/sell analyses, manage refinancing processes, and execute exit strategies, including presenting recommendations to senior leadership

What we offer

Competitive compensation
Annual bonus plan
Human-centric benefits package
Focus on personal and professional growth

Senior Associate - Capital Markets

The Senior Associate will report to the Senior Director – Capital Markets and wo...

Location

United States , Charlotte

Salary:

Not provided

Asana Partners

Expiration Date

Until further notice

Requirements

Deep understanding of and experience with real estate capitalization and principal ownership
Proven track record of developing relationships and managing commercial real estate capital markets transactions
Excellence in Excel, Word, and PowerPoint
Argus Enterprise experience strongly preferred
Advanced Excel modeling experience required
Strong work ethic, self-motivated, and capable of effective independent judgment
Acute attention to detail and passion for quality

Job Responsibility

Execute and manage financing transactions including secured and unsecured credit facilities, subscription facilities, private debt placements, cross-collateralized mortgages, property mortgages, and interest rate swaps and derivatives
Partner with cross-functional teams within Asana Partners to add insight on debt capital markets activity related to acquisition underwriting, dispositions, structured investments, asset management, leasing, and redevelopment
Provide primary oversight on post-closing debt financing portfolio management, reporting, and ancillary business opportunities
Manage debt investments including senior mortgages, mezzanine financings, and preferred equity
Source back leverage for debt investments including A/B notes, note-on-note financings, and repo/warehouse facilities
Provide advanced modeling and technical support for debt capital markets financing activities including balance sheet strategy and sources and uses planning
Manage and cultivate relationships with lenders, debt placement agents, and sponsors
Implement and maintain best practices in CRM and data management

Fulltime

Property Senior Associate

We are currently recruiting a Property Senior Associate to join our team.

Location

Australia , Melbourne

Salary:

Not provided

Provey Conveyancing

Expiration Date

Until further notice

Requirements

Solid drafting skills
Great interpersonal communication skills
Great analytical skills
A keen grasp of information technology
Professional demeanor
Personal accountability and strong work ethic
Professional, able to interact with clients and other staff
Positive, “can do” attitude

Job Responsibility

Candidates can look forward to regular client contact and looking after high net-worth individuals and SMEs
Complete responsibility and ownership over files
Assisting developers, builders and project managers with contract administration
Site due diligence and feasibility with planning associate
Convene and chair meetings with clients and their consultants
Advising in conveyancing, business transactions and planning matters

Wills and Probate Senior Associate

This is a standout opportunity for a talented individual with a minimum of 10 ye...

Location

United Kingdom , Bishop's Stortford

Salary:

50000.00 - 75000.00 GBP / Year

Douglas Scott

Expiration Date

Until further notice

Requirements

Proven experience in Wills and estate planning, with excellent Will and Trust drafting skills
Strong background in handling complex estate administration
STEP qualified with full membership
A confident approach to working with high-net-worth international clients
A collaborative mindset with a clear team ethos
A demonstrable ability to lead on business development and marketing initiatives, including the delivery of seminars and authoring of thought-leadership content
Experience in supervising junior members of the team through mentoring, training, and performance management
A strong interest and high proficiency in legal technology and IT systems

What we offer

25 days holiday
Contributory pension scheme
Life assurance and private health cover
Discretionary annual bonus
Genuine career development opportunities in a firm that values ambition, initiative, and team collaboration

Fulltime

Senior Associate Director, Gift Planning

Northeastern University is looking for a strategic, collaborative, and experienc...

Location

United States , Boston

Salary:

Not provided

Pearl Street Collective

Expiration Date

Until further notice

Requirements

Professional experience in gift planning or related fields such as estate planning, trust and estate management, and charitable giving tax law
Excellent analytical skills to resolve complex gift situations that require the innovative application of technical knowledge
Superior organizational and interpersonal skills, sensitivity and discretion, and adherence to the highest ethical standards
A highly collaborative approach, authentic relationship-building skills, and the empathy necessary to relate to multiple constituencies

Job Responsibility

Ensure the present and future network of support for the University expands by focusing on increasing revocable and irrevocable deferred gift revenue and helping the Office of Gift Planning meet University campaign and other strategic fundraising goals
Collaborate with major gift counterparts in developing donor strategy and presenting planned gift options to prospects
Respond to planned giving inquiries and prepare qualified gift proposals
Provide training and education in gift planning and its impact and importance to advancement colleagues and volunteers
Build and manage a portfolio of alumni, parents, and friends, with a focus on bequests, life-income gifts, complex gift transactions, and outright major and principal gifts as appropriate
Collaborate closely with all levels of development to employ planned gift strategies that maximize the donors' potential and conduct joint visits with development colleagues
Utilize analytics and other information to initiate planned giving prospect review and strategy development
Stay knowledgeable on current and pending legislative tax and technical developments related to planned giving

Estate Planning Senior Associate

Robert Half

Location:
United States , Westwood

Category:
Legal

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
March 19, 2026

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