Senior Associate – Wealth & Succession

The role

Howard Kennedy is seeking a Senior Associate for their Wealth & Succession team within the Private Client department in London. This role focuses on advising High Net Worth and Ultra High Net Worth individuals on tax and estate planning, and managing the administration of estates.

What you'll do

• Administer a broad range of estates from straightforward to complex estates with international aspects
• Liaise with Personal Representatives, ascertain assets and liabilities of the estate
• Assist with new enquiries, speak to clients and deal with queries
• Support the estate accountant in preparing Estate Accounts
• Make applications for the Grant of Representation
• Handle all aspects of post-grant administration
• Provide oversight and guidance to more junior team members
• Handle Wills, trusts and estate planning for UK and international clients
• Manage Trust administration
• Prepare Lasting Powers of Attorney and Court of Protection work
• Lead client relationships on selected matters with partner support
• Contribute to business development initiatives
• Assist and mentor more junior members of the team, including Trainees, Paralegals, and Solicitors
• Develop own skillset

What we're looking for

Benefits

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