Associate - Private Client Advisory (5299)

Irwin Mitchell LLP; Brighton; Hybrid; GBP 45,000 - 65,000; Full time

Job summary

A national law firm is seeking an Associate in Private Client Advisory to advise high-net-worth individuals and families on estate and tax planning. The ideal candidate has a solid background in complex matters such as wills and trusts, and is enthusiastic about contributing to team growth. This role offers a supportive and high-performing environment, along with numerous benefits including flexible working arrangements and a generous holiday allowance.

Benefits

25 days holidays plus bank holidays

Generous and flexible pension schemes

Volunteering days

Westfield Health membership

Qualifications

• Solid background in complex wills, trusts, and estate administration.
• Enthusiastic team member with a passion for client relationships.

Responsibilities

• Advise high-net-worth individuals on estate, tax, and succession planning.
• Collaborate with other teams and external professionals.

Skills

Advising on complex high net worth matters

Strong financial disciplines

Business development

Client relationship building

Education

STEP qualification (or willingness to pursue)

Job description

Associate - Private Client Advisory (5299)

We’re a national law firm with a local reach. Our legal experts are here for you. Whether it’s personal or business, we understand that everyone’s situation is different. But we’re more than just a law firm – we’re a team of people working together to help individuals and businesses navigate life’s ups and downs. Working here you’ll feel a part of our friendly and inclusive environment.

We’ll value you for who you are and what you bring. We support each other and push boundaries to achieve incredible things and make a real difference to our clients and communities.

We're always looking to support our colleagues to work in a way that works best for them and everyone else, including our clients, the business and the regulators. Please speak to a member of our Recruitment and Onboarding team for more information.

Our Team/Your Role

We are looking for a talented individual to join our well-established Private Client team based in Gatwick. You’ll be part of an established and well-respected team that includes highly regarded and Legal 500 / Chambers ranked "Leading Partners", working together to deliver exceptional client service across the region.

If you enjoy being part of a successful, friendly, and high-performing team, then this is the job for you. Our top-tier Legal 500 and top-ranked Chambers HNW Private Client team in the South advises high-net-worth individuals and families on all aspects of estate, tax, and succession planning.

About You

• A solid background of advising on, implementing and running complex and high net worth matters including complex wills, lifetime trusts, deeds of variation, powers of attorneys and estate administration
• Ideally, STEP qualified or willing to work towards STEP qualification.
• Able to demonstrate strong financial disciplines and the ability to work collaboratively with other teams and external professionals.
• An enthusiastic team member, contributing to team growth through engagement in business development and possessing a passion for growing strong client and referrer relationships.

We’re proud of our values, and we’re looking for people who share them:

• To be pioneering with an imaginative outlook
• To be approachable and caring
• To be tenacious in the pursuit of our objectives
• To be efficient in the provision of our services
• To work with a foundation of integrity.

Our Benefits - What We Can Offer You

• 25 days holidays as standard plus bank holidays - You can ‘buy’ up to 35hrs of extra holiday too.
• Generous and flexible pension schemes.
• Volunteering days – Two days of volunteering every year for a cause of your choice (fully paid)
• Westfield Health membership, offering refunds on medical services alongside our Aviva Digital GP services.

We also offer a wide range of well‑being initiatives to encourage positive mental health both in and out of the workplace and to make sure you’re fully supported.This includes our Flexible by Choice programme which gives our colleagues more choice over a hybrid way of working subject to role, team and client requirements.

We have been ranked in the Best Workplaces for Wellbeing for Large Organisations for 2024!

Our responsible business programmes are fundamental to who we are and our purpose. We’re committed to being a diverse and inclusive workplace where our colleagues can flourish, and we have established a number of inclusion network groups across our business to support this aim.

Our commitment to Social Responsibility, community investment activity and tackling climate change is a fundamental part of who we are. It’s made up of four strands: Our People, Our Community, Our Environment and Our Pro Bono.

Additional Information

As part of the Irwin Mitchell Group’s on‑boarding process all successful applicants are required to complete the group’s employment screening process. This process helps to ensure that all new employees meet our standards in relation to honesty and integrity therefore protecting the interests of the Group, colleagues, clients, partners and other stakeholders.

We carry out pre employment screening to establish your eligibility to work in the UK, criminal record and financial checks with our trusted 3rd parties.

The employment screening process will fully comply with Data Protection and other applicable laws.

Irwin Mitchell LLP is an equal opportunity employer.

If this sounds like you, we’d love to receive your application.