Private Wealth- Senior Associate
Private Wealth- Senior Associate
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5years
Remote
Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
About Us:
Our client is a prominent regional law firm recognised in The Times Best Law Firms 2024 list and celebrated for their highquality services in the Legal 500 and Chambers & Partners. They prioritise a human first approach fostering an environment that supports your career aspirations while ensuring a collaborative and inclusive workplace.
Key Responsibilities:
- Provide comprehensive advice on lifetime and succession planning.
- Structure Wills as part of estate planning strategies.
- Draft and oversee Lasting Powers of Attorney.
- Create administer and wind up trusts.
- Manage estate administration processes.
- Meet regularly with clients to provide expert guidance on their matters.
- Supervise and mentor junior team members to enhance their legal skills and knowledge.
Requirements
- Minimum of 57 years of experience as a Private Client Senior Associate managing your own caseload.
- STEP qualification is desirable but not essential.
- Previous management experience including mentoring or supervising staff is a plus; however candidates looking to advance into these responsibilities are encouraged to apply.
Benefits
- 28 days annual leave
- Private medical insurance
- Income protection
- Life assurance
- Firmwide bonus scheme
- Generous pension scheme
- Hybrid and flexible working arrangements
Minimum of 5-7 years of experience as a Private Client Senior Associate, managing your own caseload. STEP qualification is desirable but not essential. Previous management experience, including mentoring or supervising staff, is a plus; however, candidates looking to advance into these responsibilities are encouraged to apply. What We re Looking For: Our client seek candidates with a genuine passion for achieving the best outcomes for clients and a commitment to continuous professional development. This role presents an excellent opportunity for an Associate ready to elevate their career or a Senior Associate seeking new challenges and increased responsibilities.
Employment Type
Remote
Company Industry
Key Skills
- Business Development
- Estate Law
- Sales Experience
- Trusts
- Wealth Management
- Financial Services
- Organizational skills
- Investment Experience
- Banking
- Securities Law
- Financial Planning
- Wills
