Associate - Private Client

ENGINEERINGUK; North East, Newcastle upon Tyne; Hybrid; GBP 40,000 - 80,000; Full time

Job summary

Join a forward-thinking national law firm as an Associate Solicitor in the National Private Client Advisory team. This exciting role involves advising high net worth individuals on estate and succession planning, tax strategies, and enhancing private client services in the North East. The firm fosters a friendly and inclusive environment, emphasizing collaboration and personal growth. With benefits like flexible working options and generous holidays, this position offers a unique opportunity to make a meaningful impact while developing your career in a supportive atmosphere.

Benefits

25 days holidays plus bank holidays

Flexible pension schemes

Two paid volunteering days annually

Westfield Health membership

Qualifications

• Strong experience in managing complex wills and trusts.
• Ability to collaborate effectively with teams and external professionals.

Responsibilities

• Advise high net worth individuals on estate and succession planning.
• Support the growth of private client services in the North East.

Skills

Advising on complex wills

Estate administration

Tax planning

Business development

Client relationship building

Education

STEP qualification

Job description

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We're a national law firm with a local reach. Our philosophy is 'we're legal and financial experts that care' - reflected in our work with clients and how we support our teams. We are more than just a law firm; we're a team dedicated to helping individuals and businesses navigate life's challenges. Working here, you'll be part of a friendly and inclusive environment.

We value you for who you are and what you bring. We support each other, push boundaries, and aim to make a meaningful difference for our clients and communities.

We strive to support our colleagues in working in a way that suits everyone, including our clients, the business, and regulators. Please contact our Recruitment and Onboarding team for more information.

Your Role and What You'll Be Doing

An exciting opportunity has arisen for an Associate Solicitor to join our National Private Client Advisory team, based in Newcastle. This role involves advising high net worth individuals and families on estate and succession planning, tax planning, and supporting the growth of our private client services in the North East.

About You

• Strong experience in advising on, implementing, and managing complex wills, trusts, deeds of variation, powers of attorney, and estate administration;
• STEP qualified or working towards STEP qualification;
• Experience advising on lifetime IHT planning and the taxation of trusts and estates;
• Ability to demonstrate strong financial disciplines and collaborate effectively with teams and external professionals;
• Business development skills and a passion for building client and referrer relationships;
• A drive to support the growth and development of the wider team;
• Good understanding of the Newcastle private client market.

Our Benefits - What We Can Offer You

• 25 days holidays plus bank holidays, with options to buy additional leave;
• Generous and flexible pension schemes;
• Two paid volunteering days annually;
• Westfield Health membership, including refunds on medical services, alongside Aviva Digital GP services.

We offer well-being initiatives to support mental health and a Flexible by Choice programme for hybrid working, tailored to role and team needs.

We are ranked in the Best Workplaces for Wellbeing 2024!

Our responsible business programmes focus on diversity, inclusion, community investment, environmental sustainability, and pro bono work.

Additional Information

All successful applicants will complete our employment screening, including eligibility, criminal record, and financial checks, in compliance with data protection laws.

Irwin Mitchell LLP is an equal opportunity employer.

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