Senior Associate – Wealth & Succession

The role

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

What you'll do

• Administer a broad range of estates from the straightforward to complex estates with international aspects
• Liaise with Personal Representatives, ascertain the assets and liabilities of the estate
• Assist with new enquiries, speaking to clients and dealing 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
• Assist with Wills, trusts and estate planning for UK and international clients
• Handle trust administration
• Prepare Lasting Powers of Attorney and undertake Court of Protection work
• Lead client relationships on selected matters with support from Partners
• Act as a key point of contact and ensure high levels of service delivery
• Contribute to business development initiatives
• Attend networking events
• Contribute to thought leadership
• Identify opportunities for cross-selling
• Assist and mentor more junior members of the team including Trainees, Paralegals, and Solicitors

What we're looking for

Benefits

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