Private Client Advisory-Senior Associate-Sheffield at Irwin Mitchell

The role

Irwin Mitchell is seeking a Senior Associate for their Private Client / Wealth Management team in Sheffield. This role will focus on estate and succession planning and tax planning for high net worth individuals and families.

What you'll do

Support with and drive the ambitious growth plan of our Sheffield team
Advise high net worth individuals and families on the legal and tax aspects of estate and succession planning and tax planning
Develop and pursue areas of interest within Private Client matters

What we're looking for

Solid background of advising on, implementing and running complex wills, lifetime trusts, deeds of variation, powers of attorneys and estate administration

STEP qualified or working towards the STEP qualification

Experienced in advising on lifetime IHT planning and on the taxation of trusts and estates and their general administration

Able to demonstrate strong financial disciplines

Ability to work collaboratively with other teams and external professionals

Aptitude for business development with established client and referrer relationships· nice to have

Drive to continue to aid the growth and development of the wider team· nice to have

Good understanding of the Sheffield Private Client Market· nice to have

Benefits

25 + days holidays as standard plus bank holidays

Option to buy up to 35 hours of extra holiday

Generous and flexible pension schemes

Two days of volunteering every year for a cause of your choice (fully paid)

Westfield Health membership offering refunds on medical services

Aviva Digital GP services

Wide range of well-being initiatives to encourage positive mental health

Flexible by Choice programme offering more choice over a hybrid way of working subject to role, team and client requirements

Private Client Advisory-Senior Associate-Sheffield

The role

What you'll do

What we're looking for

Benefits

More jobs like this

LawPass has 655 roles in the United Kingdom