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Associate - Private Client

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Irwin Mitchell

2mo ago

  • Job
    Full-time
    Mid Level
  • Legal
  • Chichester

AI generated summary

  • You need 4+ years PQE in wills, trusts, and estate management, strong financial and collaborative skills, empathy, and business development aptitude. Knowledge of local markets is a plus.
  • You will advise high net worth clients on estate planning, trusts, tax planning, estate administration, and post-death matters as part of a leading legal team.

Requirements

  • A solid background of advising on, implementing and running complex wills, probate, lifetime trusts, deeds of variation, powers of attorneys and estate administration;
  • Experience in advising on lifetime IHT planning and on the taxation of trusts and their general administration;
  • Able to demonstrate strong financial disciplines and the ability to work collaboratively with other teams and external professionals;
  • Empathy and compassion to help guide our clients through challenging personal circumstances;
  • The ability to supervise and develop junior team members;
  • An aptitude for business development and a passion for growing strong client and referrer relationships;
  • A good understanding of the West Sussex and/ or Hampshire private client markets would be advantageous, but not essential
  • We believe this role would best suit a Solicitor or Chartered Legal Executive with 4 years’ plus PQE.

Responsibilities

  • An exciting opportunity has arisen for an Associate to join our Tier 1 Legal 500 ranked Private Client Advisory team in Chichester, part of our high-performing National Private Client Advisory team.
  • In this role, you will be working with the existing team, headed up by Naomi Neville, to advise high net worth individuals and families on: the legal and tax aspects of estate and succession planning; trusts (created in lifetime and by will); tax planning; estate administration and post-death planning.

FAQs

What type of clients will I be advising in this role?

You will be advising high net worth individuals and families on legal and tax aspects of estate and succession planning, trusts, tax planning, estate administration, and post-death planning.

What qualifications are preferred for this position?

The role would best suit a Solicitor or Chartered Legal Executive with 4 years’ plus PQE.

Is prior experience in a specific market beneficial for this role?

A good understanding of the West Sussex and/or Hampshire private client markets would be advantageous, but not essential.

What is the firm's approach to employee well-being?

The firm offers a wide range of well-being initiatives, including a Flexible by Choice program for hybrid working and ranks highly in workplace well-being.

What benefits are offered to employees?

Benefits include 25 days of holiday plus bank holidays, a generous and flexible pension scheme, Westfield Health membership, and two paid volunteering days per year.

Will I have the opportunity to develop junior team members?

Yes, the role requires the ability to supervise and develop junior team members.

Is there an expectation for business development in this role?

Yes, there is an aptitude for business development and a passion for growing strong client and referrer relationships that is expected.

Is the onboarding process strict?

Yes, as part of the Irwin Mitchell Group's onboarding process, all successful applicants must complete an employment screening process to ensure standards of honesty and integrity.

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Irwin Mitchell

Our legal experts understand your challenges and strategic goals. That’s the human touch that matters.

Law
Industry
1001-5000
Employees
1912
Founded Year

Mission & Purpose

Irwin Mitchell is a company that operates in the legal and professional services sector, offering a wide range of legal solutions to individuals, businesses, and organisations. Their ultimate goal is to provide expert legal advice and support, helping clients navigate legal challenges, protect their rights, and achieve favourable outcomes. Irwin Mitchell's purpose revolves around delivering accessible and tailored legal services, advocating for justice and fairness, and empowering clients with the legal tools and resources needed to address their legal needs effectively. Through their expertise, they aim to make the legal system more understandable and accessible, ensuring that individuals and businesses can effectively protect their interests and rights.